The Analysis of Lansing Management LP's Holdings


Currently, Lansing Management LP holds 13 types of securities in its portfolio with a total value $150.5M. In the most recent quarter, they have increased their positions in N/A (+80.8K shares, valued at $12.9M), HLT (+31.7K shares, valued at $9.1M), COMP (+299.4K shares, valued at $3.2M); decreased their positions in ROP (-14.9K shares, valued at $6.6M), RACE (-11.6K shares, valued at $4.3M), IBKR (-38.5K shares, valued at $2.5M); initiated new positions in N/A (+80.8K shares, valued at $12.9M), HLT (+31.7K shares, valued at $9.1M), WCN (+15.2K shares, valued at $2.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APG API GROUP CORP547.5K shares-6.57%2025-12-312026-02-17history
HEI.A HEICO CORP NEW80.8K shares0.00%2025-12-312026-02-17history
IBKR INTERACTIVE BROKERS GROUP IN299.5K shares-11.39%2025-12-312026-02-17history
TRU TRANSUNION220.0K shares6.40%2025-12-312026-02-17history
RACE FERRARI N V44.2K shares-20.79%2025-12-312026-02-17history
MCO MOODYS CORP27.0K shares15.98%2025-12-312026-02-17history
BOYD GROUP SERVICES INC BOYD GROUP SERVICES INC80.8K sharesnew addition2025-12-312026-02-17history
HLT HILTON WORLDWIDE HLDGS INC31.7K sharesnew addition2025-12-312026-02-17history
Sponsored
ROP ROPER TECHNOLOGIES INC15.0K shares-49.72%2025-12-312026-02-17history
COMP COMPASS INC507.0K shares144.22%2025-12-312026-02-17history
WCN WASTE CONNECTIONS INC15.2K sharesnew addition2025-12-312026-02-17history
CLH CLEAN HARBORS INC10.8K sharesnew addition2025-12-312026-02-17history
ODFL OLD DOMINION FREIGHT LINE IN11.1K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available