Filed: 2/17/2026ACC: 0001420506-26-000478
📋 What this filing means
LANSING MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $150.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$150.53M
Total AUM (reported)
1.89M
Total Shares
Allocation by class
COM$84.57M56.2%
CL A$25.76M17.1%
COM STK$20.95M13.9%
COM CL A$19.26M12.8%
Portfolio Concentration
Top 3$60.60M40.3%
4–10$83.00M55.1%
11–25$6.93M4.6%
Top 3 weight
40.3%
Top 10 weight
95.4%
Voting Authority Distribution
Total shares with voting rights: 1.89M
Sole
Full voting authority
1.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
API GROUP CORP
SOLEShares547.47K
TypeSH
Market value$20.95M
13.91%
Sole
547.47K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares80.81K
TypeSH
Market value$20.40M
13.55%
Sole
80.81K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares299.49K
TypeSH
Market value$19.26M
12.79%
Sole
299.49K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares219.99K
TypeSH
Market value$18.86M
12.53%
Sole
219.99K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares44.20K
TypeSH
Market value$16.33M
10.85%
Sole
44.20K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares26.98K
TypeSH
Market value$13.78M
9.16%
Sole
26.98K
Shared
0.00
None
0.00
BOYD GROUP SERVICES INC
SOLEShares80.76K
TypeSH
Market value$12.87M
8.55%
Sole
80.76K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares31.67K
TypeSH
Market value$9.10M
6.04%
Sole
31.67K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares15.04K
TypeSH
Market value$6.69M
4.45%
Sole
15.04K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares507K
TypeSH
Market value$5.36M
3.56%
Sole
507K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares15.15K
TypeSH
Market value$2.66M
1.77%
Sole
15.15K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares10.76K
TypeSH
Market value$2.52M
1.68%
Sole
10.76K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares11.13K
TypeSH
Market value$1.75M
1.16%
Sole
11.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
API GROUP CORPSOLE | COM STK | 547.47K | SH | $20.95M 13.91% | 547.47K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 80.81K | SH | $20.40M 13.55% | 80.81K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 299.49K | SH | $19.26M 12.79% | 299.49K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 219.99K | SH | $18.86M 12.53% | 219.99K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 44.20K | SH | $16.33M 10.85% | 44.20K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 26.98K | SH | $13.78M 9.16% | 26.98K | 0.00 | 0.00 |
BOYD GROUP SERVICES INCSOLE | COM | 80.76K | SH | $12.87M 8.55% | 80.76K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 31.67K | SH | $9.10M 6.04% | 31.67K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 15.04K | SH | $6.69M 4.45% | 15.04K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 507K | SH | $5.36M 3.56% | 507K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 15.15K | SH | $2.66M 1.77% | 15.15K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 10.76K | SH | $2.52M 1.68% | 10.76K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 11.13K | SH | $1.75M 1.16% | 11.13K | 0.00 | 0.00 |