Q2 2026 13F · SEC CIK 1691908
Lansing Management LP
Hedge fundFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $165.2M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +15.5%
- Assets under management
- $178.1M
Lansing Management LP is a hedge fund that reported 13 positions worth $165.2M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Interactive Brokers Group in (IBKR, 12.9%), Heico Corp New (HEI-A, 12.5%), Api Group Corp (APG, 10.0%). A portfolio copying its top holdings returned 15.5% a year over the last 3 years, against 20.4% for the S&P 500.
Lansing Management LP holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| IBKRInteractive Brokers Group in | 12.9% | -15.3% | $21.4M |
| HEI-AHeico Corp New | 12.5% | +0.5% | $20.7M |
| APGApi Group Corp | 10.0% | -8.9% | $16.6M |
| RACEFerrari N V | 9.1% | -4.1% | $15.0M |
| SUNBSunbelt Rentals Holdings Inc | 8.9% | +0.4% | $14.7M |
| TRUTransunion | 8.2% | -9.3% | $13.6M |
| HLTHilton Worldwide Holdings Inc | 7.9% | +0.9% | $13.0M |
| MCOMoodys Corp | 7.7% | +1.1% | $12.7M |
| WCNWaste Connections Inc | 6.1% | +49.7% | $10.0M |
| COMPCompass Inc | 5.2% | +0.5% | $8.6M |
| BGSIBoyd Group Svcs Inc. | 4.4% | -2.7% | $7.3M |
| CLHClean Harbors Inc | 3.9% | -8.7% | $6.4M |
| ODFLOld Dominion Freight Line in | 3.1% | +205.4% | $5.2M |
What Lansing Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- ODFL Old Dominion Freight Line in+205.4% shares
- WCN Waste Connections Inc+49.7% shares
Reduced
- IBKR Interactive Brokers Group in-15.3% shares
- TRU Transunion-9.3% shares
- APG Api Group Corp-8.9% shares
- CLH Clean Harbors Inc-8.7% shares
Sold out
- JBHT Hunt J B Trans Svcs Incwas 1.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +2.1% /yr
- S&P 500 +20.1%
- 3 years
- +15.5% /yr
- S&P 500 +20.4%
- 5 years
- -2.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $165.2M | 13 |
| Q1 2026 | $150.6M | 14 |
| Q4 2025 | $150.5M | 13 |
| Q3 2025 | $137.8M | 9 |
| Q2 2025 | $145.9M | 8 |
| Q1 2025 | $119.1M | 8 |
| Q4 2024 | $113.5M | 7 |
| Q3 2024 | $139.7M | 7 |
| Q2 2024 | $101.0M | 5 |
| Q1 2024 | $102.9M | 6 |
| Q4 2023 | $93.5M | 7 |
| Q3 2023 | $87.5M | 6 |
Questions about Lansing Management LP's portfolio
What stocks does Lansing Management LP own?
Lansing Management LP's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 13 positions worth $165.2M. The largest are Interactive Brokers Group in (IBKR) at 12.9%, Heico Corp New (HEI-A) at 12.5%, Api Group Corp (APG) at 10.0%, Ferrari N V (RACE) at 9.1% and Sunbelt Rentals Holdings Inc (SUNB) at 8.9%.
What did Lansing Management LP buy last quarter?
In Q2 2026, Lansing Management LP added Old Dominion Freight Line in (ODFL) (+205.4% shares) and Waste Connections Inc (WCN) (+49.7% shares), compared with its Q1 2026 filing.
What did Lansing Management LP sell last quarter?
In Q2 2026, Lansing Management LP sold all of Hunt J B Trans Svcs Inc (JBHT), Interactive Brokers Group in (IBKR) (-15.3% shares), Transunion (TRU) (-9.3% shares) and Api Group Corp (APG) (-8.9% shares), compared with its Q1 2026 filing.
How has Lansing Management LP's portfolio performed?
A portfolio copying Lansing Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.1% against +20.1%. Over 5 years: -2.0% a year against +11.6%.
When is Lansing Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Lansing Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Lansing Management LP manage?
Lansing Management LP reported $178.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $165.2M.