Lansing Management LP

CIK 0001691908 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Lansing Management LP reported 13 positions worth $165.2M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IBKR (12.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$165.2M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
88.6%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IBKRINTERACTIVE BROKERS GROUP INSH$21.4M12.95%245,725
2HEI-AHEICO CORP NEWSH$20.7M12.55%80,375
3APGAPI GROUP CORPSH$16.6M10.04%391,770
4RACEFERRARI N VSH$15.0M9.07%40,229
5SUNBSUNBELT RENTALS HOLDINGS INCSH$14.7M8.90%196,552
6TRUTRANSUNIONSH$13.6M8.24%188,601
7HLTHILTON WORLDWIDE HLDGS INCSH$13.0M7.89%39,435
8MCOMOODYS CORPSH$12.7M7.67%27,989
9WCNWASTE CONNECTIONS INCSH$10.0M6.07%60,230
10COMPCOMPASS INCSH$8.6M5.20%696,990

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lansing Management LP hold as of Q2 2026?

Lansing Management LP reported 13 positions worth $165.2M in its Q2 2026 13F filing. Largest positions: IBKR (12.9%), HEI-A (12.5%), APG (10.0%), RACE (9.1%) and SUNB (8.9%).

What did Lansing Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lansing Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.