LANSING MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APG | 547K | $20.95M |
 | COMP | 507K | $5.36M |
 | IBKR | 299K | $19.26M |
 | TRU | 220K | $18.86M |
 | HEI-A | 81K | $20.40M |
 | BGSI | 81K | $12.87M |
 | RACE | 44K | $16.33M |
 | HLT | 32K | $9.10M |
 | MCO | 27K | $13.78M |
 | WCN | 15K | $2.66M |
 | ROP | 15K | $6.69M |
 | ODFL | 11K | $1.75M |
 | CLH | 11K | $2.52M |
APi Group Corporation
APG
Shares Held
547K
Value
$20.95M
Compass, Inc.
COMP
Shares Held
507K
Value
$5.36M
Interactive Brokers Group, Inc.
IBKR
Shares Held
299K
Value
$19.26M
TransUnion
TRU
Shares Held
220K
Value
$18.86M
HEICO Corporation
HEI-A
Shares Held
81K
Value
$20.40M
Boyd Group Services Inc.
BGSI
Shares Held
81K
Value
$12.87M
Ferrari N.V.
RACE
Shares Held
44K
Value
$16.33M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
32K
Value
$9.10M
Moody's Corporation
MCO
Shares Held
27K
Value
$13.78M
Waste Connections, Inc.
WCN
Shares Held
15K
Value
$2.66M
Roper Technologies, Inc.
ROP
Shares Held
15K
Value
$6.69M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
11K
Value
$1.75M
Clean Harbors, Inc.
CLH
Shares Held
11K
Value
$2.52M