Filed: 5/15/2026ACC: 0001420506-26-001132
📋 What this filing means
LANSING MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $150.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$150.57M
Total AUM (reported)
2.16M
Total Shares
Allocation by class
COM$78.99M52.5%
CL A$21.96M14.6%
COM CL A$19.46M12.9%
COM STK$17.42M11.6%
SHS$12.74M8.5%
Portfolio Concentration
Top 3$53.77M35.7%
4–10$82.15M54.6%
11–25$14.65M9.7%
Top 3 weight
35.7%
Top 10 weight
90.3%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Sole
Full voting authority
2.16M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
INTERACTIVE BROKERS GROUP IN
SOLEShares290.19K
TypeSH
Market value$19.46M
12.93%
Sole
290.19K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares429.87K
TypeSH
Market value$17.42M
11.57%
Sole
429.87K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares80K
TypeSH
Market value$16.89M
11.22%
Sole
80K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares207.99K
TypeSH
Market value$14.39M
9.56%
Sole
207.99K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares41.94K
TypeSH
Market value$14.19M
9.43%
Sole
41.94K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares195.71K
TypeSH
Market value$12.74M
8.46%
Sole
195.71K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares27.68K
TypeSH
Market value$12.07M
8.02%
Sole
27.68K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares39.09K
TypeSH
Market value$11.88M
7.89%
Sole
39.09K
Shared
0.00
None
0.00
BOYD GROUP SERVICES INC
SOLEShares79.46K
TypeSH
Market value$10.13M
6.73%
Sole
79.46K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares23.51K
TypeSH
Market value$6.74M
4.48%
Sole
23.51K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares40.23K
TypeSH
Market value$6.53M
4.33%
Sole
40.23K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares693.60K
TypeSH
Market value$5.07M
3.37%
Sole
693.60K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares7.20K
TypeSH
Market value$1.53M
1.01%
Sole
7.20K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares7.80K
TypeSH
Market value$1.52M
1.01%
Sole
7.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 290.19K | SH | $19.46M 12.93% | 290.19K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 429.87K | SH | $17.42M 11.57% | 429.87K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 80K | SH | $16.89M 11.22% | 80K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 207.99K | SH | $14.39M 9.56% | 207.99K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 41.94K | SH | $14.19M 9.43% | 41.94K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 195.71K | SH | $12.74M 8.46% | 195.71K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 27.68K | SH | $12.07M 8.02% | 27.68K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 39.09K | SH | $11.88M 7.89% | 39.09K | 0.00 | 0.00 |
BOYD GROUP SERVICES INCSOLE | COM | 79.46K | SH | $10.13M 6.73% | 79.46K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 23.51K | SH | $6.74M 4.48% | 23.51K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 40.23K | SH | $6.53M 4.33% | 40.23K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 693.60K | SH | $5.07M 3.37% | 693.60K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 7.20K | SH | $1.53M 1.01% | 7.20K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 7.80K | SH | $1.52M 1.01% | 7.80K | 0.00 | 0.00 |