Lansing Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001691908 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $151M (100.0% shares, 0.0% debt)

Holdings (13)

APG API GROUP CORP 13.9%

Value $20.95M Shares 547,470 Est. Cost $24.54 Unrealized +50.6%

HEI/A HEICO CORP NEW 13.6%

Value $20.4M Shares 80,805 Est. Cost $191.23 Unrealized +29.1%

IBKR INTERACTIVE BROKERS GROUP IN 12.8%

Value $19.26M Shares 299,485 Est. Cost $42.07 Unrealized +59.0%

TRU TRANSUNION 12.5%

Value $18.86M Shares 219,993 Est. Cost $71.02 Unrealized +15.6%

RACE FERRARI N V 10.9%

Value $16.33M Shares 44,199 Est. Cost $142.84 Unrealized +180.1%

MCO MOODYS CORP 9.2%

Value $13.78M Shares 26,983 Est. Cost $479.44 Unrealized +1.6%

BGSI BOYD GROUP SERVICES INC 8.5%

Value $12.87M Shares 80,760 Est. Cost $160.25 Unrealized 0.0%

HLT HILTON WORLDWIDE HLDGS INC 6.0%

Value $9.097M Shares 31,670 Est. Cost $272.20 Unrealized 0.0%

ROP ROPER TECHNOLOGIES INC 4.4%

Value $6.695M Shares 15,040 Est. Cost $332.71 Unrealized +38.9%

COMP COMPASS INC 3.6%

Value $5.359M Shares 507,000 Est. Cost $8.71 Unrealized +4.8%

WCN WASTE CONNECTIONS INC 1.8%

Value $2.658M Shares 15,150 Est. Cost $172.81 Unrealized 0.0%

CLH CLEAN HARBORS INC 1.7%

Value $2.523M Shares 10,760 Est. Cost $228.49 Unrealized 0.0%

ODFL OLD DOMINION FREIGHT LINE IN 1.2%

Value $1.746M Shares 11,134 Est. Cost $143.18 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
APG	API GROUP CORP	547,470	$20.95M	13.9%	$24.54	+50.6%	COM STK	00187Y100
HEI/A	HEICO CORP NEW	80,805	$20.4M	13.6%	$191.23	+29.1%	CL A	422806208
IBKR	INTERACTIVE BROKERS GROUP IN	299,485	$19.26M	12.8%	$42.07	+59.0%	COM CL A	45841N107
TRU	TRANSUNION	219,993	$18.86M	12.5%	$71.02	+15.6%	COM	89400J107
RACE	FERRARI N V	44,199	$16.33M	10.9%	$142.84	+180.1%	COM	N3167Y103
MCO	MOODYS CORP	26,983	$13.78M	9.2%	$479.44	+1.6%	COM	615369105
BGSI	BOYD GROUP SERVICES INC	80,760	$12.87M	8.5%	$160.25	0.0%	COM	103310108
HLT	HILTON WORLDWIDE HLDGS INC	31,670	$9.097M	6.0%	$272.20	0.0%	COM	43300A203
ROP	ROPER TECHNOLOGIES INC	15,040	$6.695M	4.4%	$332.71	+38.9%	COM	776696106
COMP	COMPASS INC	507,000	$5.359M	3.6%	$8.71	+4.8%	CL A	20464U100
WCN	WASTE CONNECTIONS INC	15,150	$2.658M	1.8%	$172.81	0.0%	COM	94106B101
CLH	CLEAN HARBORS INC	10,760	$2.523M	1.7%	$228.49	0.0%	COM	184496107
ODFL	OLD DOMINION FREIGHT LINE IN	11,134	$1.746M	1.2%	$143.18	0.0%	COM	679580100