StockDriftsStockDriftsTop 13 Lansing Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 12.93% | 290.2K | $19.5M | -3.11%(-9.30K) | $26.43(+229.13%) | 2026-03-31 | |
| APG | API GROUP CORP | 11.57% | 429.9K | $17.4M | -21.48%(-117.60K) | $21.75(+98.84%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 11.22% | 80.0K | $16.9M | -0.99%(-800) | $191.33(+13.08%) | 2026-03-31 | |
| TRU | TRANSUNION | 9.56% | 208.0K | $14.4M | -5.45%(-12.00K) | $58.11(+14.02%) | 2026-03-31 | |
| RACE | FERRARI N V | 9.43% | 41.9K | $14.2M | -5.11%(-2.26K) | $100.51(+219.58%) | 2026-03-31 | |
| MCO | MOODYS CORP | 8.02% | 27.7K | $12.1M | +2.58%(+696) | $479.74(-10.60%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 7.89% | 39.1K | $11.9M | +23.41%(+7.42K) | $277.58(+13.90%) | 2026-03-31 | |
| BGSI | BOYD GROUP SERVICES INC | 6.73% | 79.5K | $10.1M | -1.61%(-1.30K) | $159.35(-35.45%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 4.48% | 23.5K | $6.7M | +118.52%(+12.75K) | $248.13(+22.42%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 4.33% | 40.2K | $6.5M | +165.54%(+25.08K) | $171.42(-8.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.76% | +59.18% |
| Top 20 Holdings Unweighted | +20.51% | +75.02% |
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