LANSING MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 694K | $5.07M |
 | APG | 430K | $17.42M |
 | IBKR | 290K | $19.46M |
 | TRU | 208K | $14.39M |
Sunbelt Rentals Holdings Inc | SUNB | 196K | $12.74M |
 | HEI-A | 80K | $16.89M |
 | BGSI | 79K | $10.13M |
 | RACE | 42K | $14.19M |
 | WCN | 40K | $6.53M |
 | HLT | 39K | $11.88M |
 | MCO | 28K | $12.07M |
 | CLH | 24K | $6.74M |
 | ODFL | 8K | $1.52M |
 | JBHT | 7K | $1.53M |
Compass, Inc.
COMP
Shares Held
694K
Value
$5.07M
APi Group Corporation
APG
Shares Held
430K
Value
$17.42M
Interactive Brokers Group, Inc.
IBKR
Shares Held
290K
Value
$19.46M
TransUnion
TRU
Shares Held
208K
Value
$14.39M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
196K
Value
$12.74M
HEICO Corporation
HEI-A
Shares Held
80K
Value
$16.89M
Boyd Group Services Inc.
BGSI
Shares Held
79K
Value
$10.13M
Ferrari N.V.
RACE
Shares Held
42K
Value
$14.19M
Waste Connections, Inc.
WCN
Shares Held
40K
Value
$6.53M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
39K
Value
$11.88M
Moody's Corporation
MCO
Shares Held
28K
Value
$12.07M
Clean Harbors, Inc.
CLH
Shares Held
24K
Value
$6.74M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
8K
Value
$1.52M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
7K
Value
$1.53M