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CIK: 0001691908
Total reported value
$165.2M
$165.2M
13 檔
58.0%
According to the latest 13F quarterly dataset, Lansing Management LP managed an equity portfolio of $165.2M at the end of Q4 2025, spanning 13 distinct U.S. exchange-listed positions.
In Q4 2025, Lansing Management LP displayed an active expansion posture, initiating 5 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APG | Api Group CORP | Stock-Industrials | 13.91% | -1.53% | -6.57% | |
| 2 | HEI-A | Heico Corp-class A | Stock-Other | 13.55% | +1.33% | — | |
| 3 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 12.79% | +0.02% | -11.39% | |
| 4 | TRU | Transunion | Stock-Financials | 12.53% | -1.32% | +6.40% | |
| 5 | RACE | Ferrari N.V. | Stock-Consumer Disc | 10.85% | -0.36% | -20.79% | |
| 6 | MCO | Moody's CORP | Stock-Financials | 9.16% | -0.35% | +15.98% | |
| 7 | BGSI | THE Boyd Group Inc | Stock-Other | 8.55% | -2.30% | — | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 6.04% | — | — | |
| 9 | ROP | Roper Technologies Inc | Stock-Tech | 4.45% | — | -49.72% | |
| 10 | COMP | Compass Inc - Class A | Stock-Real Estate | 3.56% | +1.83% | +144.22% | |
| 11 | WCN | Waste Connections Inc | Stock-Industrials | 1.77% | +1.74% | — | |
| 12 | CLH | Clean Harbors Inc | Stock-Industrials | 1.68% | -0.60% | — | |
| 13 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.16% | +2.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COMP | Compass Inc - Class A | +2.4% | +144.22% | Add |
| 2 | MCO | Moody's CORP | +1.1% | +15.98% | Add |
| 3 | TRU | Transunion | 0% | +6.40% | Add |
| 4 | APG | Api Group CORP | -0.7% | -6.57% | Trim |
| 5 | HEI-A | Heico Corp-class A | -1.4% | — | Unchanged |
| 6 | IBKR | Interactive Brokers Gro-cl A | -4.1% | -11.39% | Trim |
| 7 | ROP | Roper Technologies Inc | -6.4% | -49.72% | Trim |
| 8 | RACE | Ferrari N.V. | -8.8% | -20.79% | Trim |
| 9 | BGSI | THE Boyd Group Inc | — | NEW | New buy |
| 10 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 11 | WCN | Waste Connections Inc | — | NEW | New buy |
| 12 | CLH | Clean Harbors Inc | — | NEW | New buy |
| 13 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 14 | ODFL | Old Dominion Freight Line | — | NEW | New buy |
According to official SEC Form 13F filings, Lansing Management LP reported a total U.S. public equity portfolio value of $165.2M across 13 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APG, HEI-A, IBKR) accounted for 58.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BGSI
市值: $12.9M
Top Position Liquidated / Trimmed
ZTS
前期市值: $1.8M
During Q4 2025, Lansing Management LP's top holdings by market value included APG (13.9%)、HEI-A (13.6%)、IBKR (12.8%). The largest single position, APG, represented 13.9% of total portfolio value.
In Q4 2025, Lansing Management LP made 13 total portfolio adjustments, initiating 5 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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