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 $150.6M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBKR ($19.5M, 12.93%), APG ($17.4M, 11.57%), HEI.A ($16.9M, 11.22%), TRU ($14.4M, 9.56%), RACE ($14.2M, 9.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $19.5M | 12.93% | 290,185 | Trimmed |
| 2 | APG | API GROUP CORP | $17.4M | 11.57% | 429,870 | Trimmed |
| 3 | HEI.A | HEICO CORP NEW | $16.9M | 11.22% | 80,005 | Trimmed |
| 4 | TRU | TRANSUNION | $14.4M | 9.56% | 207,993 | Trimmed |
| 5 | RACE | FERRARI N V | $14.2M | 9.43% | 41,939 | Trimmed |
| 6 | SUNBELT RENTALS HOLDINGS INC | $12.7M | 8.46% | 195,712 | New | |
| 7 | MCO | MOODYS CORP | $12.1M | 8.02% | 27,679 | Added |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | $11.9M | 7.89% | 39,085 | Added |
| 9 | BYDGF | BOYD GROUP SERVICES INC | $10.1M | 6.73% | 79,460 | Trimmed |
| 10 | CLH | CLEAN HARBORS INC | $6.7M | 4.48% | 23,513 | Added |
| 11 | WCN | WASTE CONNECTIONS INC | $6.5M | 4.33% | 40,230 | Added |
| 12 | COMP | COMPASS INC | $5.1M | 3.37% | 693,600 | Added |
| 13 | JBHT | HUNT J B TRANS SVCS INC | $1.5M | 1.01% | 7,200 | New |
| 14 | ODFL | OLD DOMINION FREIGHT LINE IN | $1.5M | 1.01% | 7,800 | Trimmed |
| 15 | ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31