Lansing Management LP
13 holdingsFiling period: 2026-06-30Current AUM: $164.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | Interactive Brokers Group in | 245.7K | $21.4M | $19.8M | 12.01% | -44,460 | 2026-06-30 |
| 2 | HEI/A | Heico Corp New | 80.4K | $20.7M | $20.7M | 12.57% | +370 | 2026-06-30 |
| 3 | APG | Api Group Corp | 391.8K | $16.6M | $15.8M | 9.57% | -38,100 | 2026-06-30 |
| 4 | — | Ferrari N V | 40.2K | $15.0M | $15.0M | 9.08% | -1,710 | 2026-06-30 |
| 5 | SUNB | Sunbelt Rentals Holdings Inc | 196.6K | $14.7M | $15.6M | 9.46% | +840 | 2026-06-30 |
| 6 | TRU | Transunion | 188.6K | $13.6M | $15.0M | 9.10% | -19,392 | 2026-06-30 |
| 7 | HLT | Hilton Worldwide Hldgs Inc | 39.4K | $13.0M | $13.9M | 8.41% | +350 | 2026-06-30 |
| 8 | MCO | Moodys Corp | 28.0K | $12.7M | $13.6M | 8.22% | +310 | 2026-06-30 |
| 9 | WCN | Waste Connections Inc | 60.2K | $10.0M | $11.2M | 6.81% | +20.0K | 2026-06-30 |
| 10 | COMP | Compass Inc | 697.0K | $8.6M | $6.8M | 4.09% | +3.4K | 2026-06-30 |
| 11 | BGSI | Boyd Group Services Inc | 77.3K | $7.3M | $6.5M | 3.92% | -2,130 | 2026-06-30 |
| 12 | CLH | Clean Harbors Inc | 21.5K | $6.4M | $6.8M | 4.13% | -2,050 | 2026-06-30 |
| 13 | ODFL | Old Dominion Freight Line in | 23.8K | $5.2M | $4.3M | 2.64% | +16.0K | 2026-06-30 |
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