Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lansing Management LP (CIK 1691908) reported $165.2M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IBKR ($21.4M, 12.95%), HEI.A ($20.7M, 12.55%), APG ($16.6M, 10.04%), RACE ($15.0M, 9.07%), SUNB ($14.7M, 8.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $21.4M | 12.95% | 245,725 | Trimmed |
| 2 | HEI.A | HEICO CORP NEW | $20.7M | 12.55% | 80,375 | Added |
| 3 | APG | API GROUP CORP | $16.6M | 10.04% | 391,770 | Trimmed |
| 4 | RACE | FERRARI N V | $15.0M | 9.07% | 40,229 | Trimmed |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | $14.7M | 8.90% | 196,552 | Added |
| 6 | TRU | TRANSUNION | $13.6M | 8.24% | 188,601 | Trimmed |
| 7 | HLT | HILTON WORLDWIDE HLDGS INC | $13.0M | 7.89% | 39,435 | Added |
| 8 | MCO | MOODYS CORP | $12.7M | 7.67% | 27,989 | Added |
| 9 | WCN | WASTE CONNECTIONS INC | $10.0M | 6.07% | 60,230 | Added |
| 10 | COMP | COMPASS INC | $8.6M | 5.20% | 696,990 | Added |
| 11 | BYDGF | BOYD GROUP SERVICES INC | $7.3M | 4.43% | 77,330 | Trimmed |
| 12 | CLH | CLEAN HARBORS INC | $6.4M | 3.88% | 21,463 | Trimmed |
| 13 | ODFL | OLD DOMINION FREIGHT LINE IN | $5.2M | 3.12% | 23,820 | Added |
| 14 | JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30