13F HOLDINGS REPORT
Lansing Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000478
Total Value
$150.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | API GROUP CORP | APG | 547,470 | $20.9M | 13.91% |
| 2 | HEICO CORP NEW | HEI-A | 80,805 | $20.4M | 13.55% |
| 3 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 299,485 | $19.3M | 12.79% |
| 4 | TRANSUNION | TRU | 219,993 | $18.9M | 12.53% |
| 5 | FERRARI N V | RACE | 44,199 | $16.3M | 10.85% |
| 6 | MOODYS CORP | MCO | 26,983 | $13.8M | 9.16% |
| 7 | BOYD GROUP SERVICES INC | BGSI | 80,760 | $12.9M | 8.55% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 31,670 | $9.1M | 6.04% |
| 9 | ROPER TECHNOLOGIES INC | ROP | 15,040 | $6.7M | 4.45% |
| 10 | COMPASS INC | COMP | 507,000 | $5.4M | 3.56% |
| 11 | WASTE CONNECTIONS INC | WCN | 15,150 | $2.7M | 1.77% |
| 12 | CLEAN HARBORS INC | CLH | 10,760 | $2.5M | 1.68% |
| 13 | OLD DOMINION FREIGHT LINE IN | ODFL | 11,134 | $1.7M | 1.16% |