LM
Lansing Management LP
ContrarianSector-focusedQuality / disciplined sizing
Total reported value
$150.6M
Reporting period: 2026-03-31 · Number of holdings: 14
Lansing Management LP disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $150.6M and a quarterly turnover rate of 33.6%.
Personality snowflake
- Concentration
- 36.1
- Portfolio Stability
- 33.64
- Momentum/Contrarian
- 0
- Sector conviction
- 97.77
- Diversification
- 28
- Sizing Uniformity
- 94.67
Recent moves
Trim TRU
-5.5% -$4.5M
Add CLH
+118.5% $4.2M
Add WCN
+165.5% $3.9M
Trim APG
-21.5% -$3.5M
Trim HEI-A
-1.0% -$3.5M
Add HLT
+23.4% $2.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 12.93% | +0.14% | -3.11% | |
| 2 | APG | Api Group CORP | Stock-Industrials | 11.57% | -2.34% | -21.48% | |
| 3 | HEI-A | Heico Corp-class A | Stock-Other | 11.22% | -2.33% | -0.99% | |
| 4 | TRU | Transunion | Stock-Financials | 9.56% | -2.97% | -5.45% | |
| 5 | RACE | Ferrari N.V. | Stock-Consumer Disc | 9.43% | -1.42% | -5.11% | |
| 6 | SUNB | Sunbelt Rentals Holdings INC | Stock-Industrials | 8.46% | +8.46% | NEW | |
| 7 | MCO | Moody's CORP | Stock-Financials | 8.02% | -1.14% | +2.58% | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 7.89% | +1.85% | +23.41% | |
| 9 | BGSI | THE Boyd Group INC | Stock-Other | 6.73% | -1.82% | -1.61% | |
| 10 | CLH | Clean Harbors INC | Stock-Industrials | 4.48% | +2.80% | +118.52% | |
| 11 | WCN | Waste Connections INC | Stock-Industrials | 4.33% | +2.56% | +165.54% | |
| 12 | COMP | Compass INC - Class A | Stock-Real Estate | 3.37% | -0.19% | +36.80% | |
| 13 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 1.01% | +1.01% | NEW | |
| 14 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.01% | -0.15% | -29.94% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 14 | $150.6M | 34 | |
| 2025-12-31 | 13 | $150.5M | 43 | |
| 2025-09-30 | 9 | $137.8M | 21 | |
| 2025-06-30 | 8 | $145.9M | 0 | |
| 2025-03-31 | 8 | $119.1M | 100 | |
| 2024-12-31 | 7 | $113.5M | 0 | |
| 2024-09-30 | 7 | $139.7M | 0 | |
| 2024-06-30 | 5 | $101.0M | 0 | |
| 2024-03-31 | 6 | $102.9M | 0 | |
| 2023-12-31 | 7 | $93.5M | 0 | |
| 2023-09-30 | 6 | $87.5M | 0 | |
| 2023-06-30 | 6 | $99.9M | 0 | |
| 2023-03-31 | 7 | $94.9M | 0 | |
| 2022-12-31 | 8 | $86.0M | 0 | |
| 2022-09-30 | 8 | $80.5M | 0 | |
| 2022-06-30 | 8 | $97.8M | 0 | |
| 2022-03-31 | 8 | $137.3M | 0 | |
| 2021-12-31 | 8 | $165.8M | 0 | |
| 2021-09-30 | 8 | $170.4M | 0 | |
| 2021-06-30 | 7 | $164.9M | 15 | |
| 2021-03-31 | 6 | $142.6M | 7 | |
| 2020-12-31 | 6 | $139.2M | 18 | |
| 2020-09-30 | 6 | $116.5M | 14 | |
| 2020-06-30 | 6 | $104.0M | 41 | |
| 2020-03-31 | 6 | $68.5M | 38 | |
| 2019-12-31 | 8 | $98.1M | 33 | |
| 2019-09-30 | 9 | $97.0M | 16 | |
| 2019-06-30 | 9 | $92.1M | 26 | |
| 2019-03-31 | 9 | $91.6M | 44 | |
| 2018-12-31 | 9 | $77.0M | 0 |
Holding changes this quarter
Lansing Management LP's most significant position changes for 2026-03-31: New buy: Sunbelt Rentals Holdings INC (SUNB); Sold out: Roper Technologies INC (ROP); New buy: Hunt (jb) Transprt Svcs INC (JBHT); Trim: Transunion (TRU) — shares -5.45%; Add: Clean Harbors INC (CLH) — shares +118.52%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLH | Clean Harbors INC | +2.8% | +118.52% | Add |
| 2 | WCN | Waste Connections INC | +2.6% | +165.54% | Add |
| 3 | HLT | Hilton Worldwide Holdings In | +1.9% | +23.41% | Add |
| 4 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -3.11% | Trim |
| 5 | ODFL | Old Dominion Freight Line | -0.2% | -29.94% | Trim |
| 6 | COMP | Compass INC - Class A | -0.2% | +36.80% | Add |
| 7 | MCO | Moody's CORP | -1.1% | +2.58% | Add |
| 8 | RACE | Ferrari N.V. | -1.4% | -5.11% | Trim |
| 9 | BGSI | THE Boyd Group INC | -1.8% | -1.61% | Trim |
| 10 | HEI-A | Heico Corp-class A | -2.3% | -0.99% | Trim |
| 11 | APG | Api Group CORP | -2.3% | -21.48% | Trim |
| 12 | TRU | Transunion | -3% | -5.45% | Trim |
| 13 | SUNB | Sunbelt Rentals Holdings INC | — | NEW | New buy |
| 14 | ROP | Roper Technologies INC | — | EXIT | Sold out |
| 15 | JBHT | Hunt (jb) Transprt Svcs INC | — | NEW | New buy |
FAQ
What is Lansing Management LP and what type of investor is it?
Lansing Management LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $150.6M, spread across 14 disclosed positions.
What are Lansing Management LP's largest equity positions?
Based on the latest 13F filing, Lansing Management LP's top holdings by market value are:
1. Interactive Brokers Gro-cl A (IBKR) — $19.5M (12.9%)
2. Api Group CORP (APG) — $17.4M (11.6%)
3. Heico Corp-class A (HEI-A) — $16.9M (11.2%)
4. Transunion (TRU) — $14.4M (9.6%)
5. Ferrari N.V. (RACE) — $14.2M (9.4%)
What changes did Lansing Management LP make in its most recent portfolio filing?
In the latest reported quarter, Lansing Management LP made 15 notable position adjustments: 2 new positions were initiated, 5 existing holdings were added to, 7 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Sunbelt Rentals Holdings INC (SUNB); Sold out: Roper Technologies INC (ROP); New buy: Hunt (jb) Transprt Svcs INC (JBHT); Trim: Transunion (TRU) — shares -5.45%; Add: Clean Harbors INC (CLH) — shares +118.52%
What sectors does Lansing Management LP focus on?
Lansing Management LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 37.6%
• Financials: 37.2%
• Consumer Discretionary: 21.1%
• Real Estate: 4.1%