StockDriftsStockDriftsTop 12 Lansing Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 12.95% | 245.7K | $21.4M | -15.32%(-44.46K) | $26.43(+256.56%) | 2026-06-30 | |
| HEI-A | HEICO CORP NEW | 12.55% | 80.4K | $20.7M | +0.46%(+370) | $191.52(+42.28%) | 2026-06-30 | |
| APG | API GROUP CORP | 10.04% | 391.8K | $16.6M | -8.86%(-38.10K) | $21.75(+102.06%) | 2026-06-30 | |
| RACE | FERRARI N V | 9.07% | 40.2K | $15.0M | -4.08%(-1.71K) | $100.51(+317.59%) | 2026-06-30 | |
| TRU | TRANSUNION | 8.24% | 188.6K | $13.6M | -9.32%(-19.39K) | $58.11(+38.49%) | 2026-06-30 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 7.89% | 39.4K | $13.0M | +0.90%(+350) | $277.90(+18.58%) | 2026-06-30 | |
| MCO | MOODYS CORP | 7.67% | 28.0K | $12.7M | +1.12%(+310) | $479.33(+1.17%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 6.07% | 60.2K | $10.0M | +49.71%(+20.00K) | $169.04(-2.53%) | 2026-06-30 | |
| COMP | COMPASS INC | 5.2% | 697.0K | $8.6M | +0.49%(+3.39K) | $8.57(+46.27%) | 2026-06-30 | |
| BGSI | BOYD GROUP SERVICES INC | 4.43% | 77.3K | $7.3M | -2.68%(-2.13K) | $159.35(-40.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.79% | +43.47% | +1.98% | +10.30% |
| Top 20 Holdings Unweighted | +15.07% | +52.37% | +5.29% | +29.41% |
Lansing Management LP reports $165.20M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are IBKR (12.9%), HEI-A (12.6%) and APG (10.0%). The top 20 holdings account for 91.11% of reported assets. Its disclosed equity book has returned +43.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lansing Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1691908). View Lansing Management LP’s 13F filings on SEC