Lansing Management LP
Net seller this quarter
$165M
13
-$3.16M
88.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IBKR | $21.4M | 12.95% | 0.10% | -15.3% | Q4 2018 |
 HEI.A | $20.7M | 12.55% | Not reported | +0.5% | Q3 2024 |
 APG | $16.6M | 10.04% | 0.09% | -8.9% | Q4 2022 |
 RACE | $15M | 9.07% | 0.02% | -4.1% | Q4 2018 |
 SUNB | $14.7M | 8.90% | 0.05% | +0.4% | Q1 2026 |
 TRU | $13.6M | 8.24% | 0.10% | -9.3% | Q4 2018 |
 HLT | $13M | 7.89% | 0.02% | +0.9% | Q4 2025 |
 MCO | $12.7M | 7.67% | 0.02% | +1.1% | Q1 2025 |
 WCN | $10M | 6.07% | 0.02% | +49.7% | Q4 2025 |
 COMP | $8.59M | 5.20% | 0.09% | +0.5% | Q3 2025 |
 BGSI | $7.31M | 4.43% | 0.28% | -2.7% | Q4 2025 |
 CLH | $6.41M | 3.88% | 0.04% | -8.7% | Q4 2025 |
 ODFL | $5.16M | 3.12% | 0.01% | +205.4% | Q4 2025 |
| Q1 2026 | |||||
| IBKR | $19.5M | 12.93% | 0.11% | -3.1% | Q4 2018 |
| APG | $17.4M | 11.57% | 0.10% | -21.5% | Q4 2022 |
| HEI.A | $16.9M | 11.22% | Not reported | -1.0% | Q3 2024 |
| TRU | $14.4M | 9.56% | 0.11% | -5.5% | Q4 2018 |
| RACE | $14.2M | 9.43% | 0.02% | -5.1% | Q4 2018 |
| SUNB | $12.7M | 8.46% | 0.05% | New | Q1 2026 |
| MCO | $12.1M | 8.02% | 0.02% | +2.6% | Q1 2025 |
| HLT | $11.9M | 7.89% | 0.02% | +23.4% | Q4 2025 |
| BGSI | $10.1M | 6.73% | 0.29% | -1.6% | Q4 2025 |
| CLH | $6.74M | 4.48% | 0.04% | +118.5% | Q4 2025 |
| WCN | $6.53M | 4.33% | 0.02% | +165.5% | Q4 2025 |
| COMP | $5.07M | 3.37% | 0.09% | +36.8% | Q3 2025 |
 JBHT | $1.53M | 1.01% | 0.01% | New | Q1 2026 |
| ODFL | $1.52M | 1.01% | 0.00% | -29.9% | Q4 2025 |
| Q4 2025 | |||||
| APG | $20.9M | 13.91% | 0.13% | -6.6% | Q4 2022 |
| HEI.A | $20.4M | 13.55% | Not reported | Not reported | Q3 2024 |
| IBKR | $19.3M | 12.79% | 0.12% | -11.4% | Q4 2018 |
| TRU | $18.9M | 12.53% | 0.11% | +6.4% | Q4 2018 |
| RACE | $16.3M | 10.85% | 0.02% | -20.8% | Q4 2018 |
| MCO | $13.8M | 9.16% | 0.02% | +16.0% | Q1 2025 |
| BGSI | $12.9M | 8.55% | 0.29% | New | Q4 2025 |
| HLT | $9.1M | 6.04% | 0.01% | New | Q4 2025 |
 ROP | $6.69M | 4.45% | 0.01% | -49.7% | Q4 2018 |
| COMP | $5.36M | 3.56% | 0.09% | +144.2% | Q3 2025 |
| WCN | $2.66M | 1.77% | 0.01% | New | Q4 2025 |
| CLH | $2.52M | 1.68% | 0.02% | New | Q4 2025 |
| ODFL | $1.75M | 1.16% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| RACE | $27.1M | 19.64% | 0.03% | -10.1% | Q4 2018 |
| IBKR | $23.3M | 16.87% | 0.13% | -15.5% | Q4 2018 |
| HEI.A | $20.5M | 14.90% | Not reported | -2.1% | Q3 2024 |
| APG | $20.1M | 14.61% | 0.14% | -13.8% | Q4 2022 |
| TRU | $17.3M | 12.57% | 0.11% | +3.6% | Q4 2018 |
| ROP | $14.9M | 10.82% | 0.03% | Not reported | Q4 2018 |
| MCO | $11.1M | 8.04% | 0.01% | +28.3% | Q1 2025 |
 ZTS | $1.84M | 1.33% | 0.00% | -62.7% | Q3 2024 |
| COMP | $1.67M | 1.21% | 0.04% | New | Q3 2025 |