Institutional Manager · CIK 0001691908
Lansing Management LP
NEW YORK, NY · File #028-19359
Latest AUM
$150.5M
Positions
13
Top-10 Concentration
95.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202513 pos · $150.5M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $137.8M
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $145.9M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $119.1M
- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $113.5M
- 13F HOLDINGS REPORTQ/E Sep 20247 pos · $139.7M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $101.0M
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $102.9M
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $87.5M
- 13F HOLDINGS REPORTQ/E Sep 20236 pos · $99.9M
- 13F HOLDINGS REPORTQ/E Jun 20237 pos · $94.9M
- 13F HOLDINGS REPORTQ/E Mar 20238 pos · $86.0M
Top 13 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |