Filed: 7/31/2026ACC: 0001420506-26-001362
📋 What this filing means
LANSING MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $165.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$165.20M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
COM$83.20M50.4%
CL A$29.32M17.7%
COM CL A$21.39M12.9%
COM STK$16.59M10.0%
SHS$14.70M8.9%
Portfolio Concentration
Top 3$58.71M35.5%
4–10$87.61M53.0%
11–25$18.88M11.4%
Top 3 weight
35.5%
Top 10 weight
88.6%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Sole
Full voting authority
2.09M
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:
INTERACTIVE BROKERS GROUP IN
SOLEShares245.72K
TypeSH
Market value$21.39M
12.95%
Sole
245.72K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares80.38K
TypeSH
Market value$20.73M
12.55%
Sole
80.38K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares391.77K
TypeSH
Market value$16.59M
10.04%
Sole
391.77K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares40.23K
TypeSH
Market value$14.98M
9.07%
Sole
40.23K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares196.55K
TypeSH
Market value$14.70M
8.90%
Sole
196.55K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares188.60K
TypeSH
Market value$13.61M
8.24%
Sole
188.60K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares39.44K
TypeSH
Market value$13.03M
7.89%
Sole
39.44K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares27.99K
TypeSH
Market value$12.68M
7.67%
Sole
27.99K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares60.23K
TypeSH
Market value$10.02M
6.07%
Sole
60.23K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares696.99K
TypeSH
Market value$8.59M
5.20%
Sole
696.99K
Shared
0.00
None
0.00
BOYD GROUP SERVICES INC
SOLEShares77.33K
TypeSH
Market value$7.31M
4.43%
Sole
77.33K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares21.46K
TypeSH
Market value$6.41M
3.88%
Sole
21.46K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares23.82K
TypeSH
Market value$5.16M
3.12%
Sole
23.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 245.72K | SH | $21.39M 12.95% | 245.72K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 80.38K | SH | $20.73M 12.55% | 80.38K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 391.77K | SH | $16.59M 10.04% | 391.77K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 40.23K | SH | $14.98M 9.07% | 40.23K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 196.55K | SH | $14.70M 8.90% | 196.55K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 188.60K | SH | $13.61M 8.24% | 188.60K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 39.44K | SH | $13.03M 7.89% | 39.44K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 27.99K | SH | $12.68M 7.67% | 27.99K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 60.23K | SH | $10.02M 6.07% | 60.23K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 696.99K | SH | $8.59M 5.20% | 696.99K | 0.00 | 0.00 |
BOYD GROUP SERVICES INCSOLE | COM | 77.33K | SH | $7.31M 4.43% | 77.33K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 21.46K | SH | $6.41M 3.88% | 21.46K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 23.82K | SH | $5.16M 3.12% | 23.82K | 0.00 | 0.00 |