Lansing Management LP Long-Term Concentrated

Location: NEW YORK, NY

CIK: 0001691908 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

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

Holdings (14)

New Positions (2)

SUNB SUNBELT RENTALS HOLDINGS INC 8.5%

Value $12.74M Shares 195,712 Est. Cost — Unrealized —

JBHT HUNT J B TRANS SVCS INC 1.0%

Value $1.526M Shares 7,200 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SUNB	SUNBELT RENTALS HOLDINGS INC	195,712	$12.74M	8.5%	—	—	SHS	866966104
JBHT	HUNT J B TRANS SVCS INC	7,200	$1.526M	1.0%	—	—	COM	445658107

Increased Positions (5)

CLH CLEAN HARBORS INC 4.5%

Value $6.742M (+167.2%) Shares 23,513 (+118.5%) Est. Cost — Unrealized —

WCN WASTE CONNECTIONS INC 4.3%

Value $6.525M (+145.5%) Shares 40,230 (+165.5%) Est. Cost — Unrealized —

HLT HILTON WORLDWIDE HLDGS INC 7.9%

Value $11.88M (+30.6%) Shares 39,085 (+23.4%) Est. Cost — Unrealized —

MCO MOODYS CORP 8.0%

Value $12.07M (-12.4%) Shares 27,679 (+2.6%) Est. Cost — Unrealized —

COMP COMPASS INC 3.4%

Value $5.07M (-5.4%) Shares 693,600 (+36.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CLH	CLEAN HARBORS INC	23,513 (+118.5%)	$6.742M (+167.2%)	4.5%	—	—	COM	184496107
WCN	WASTE CONNECTIONS INC	40,230 (+165.5%)	$6.525M (+145.5%)	4.3%	—	—	COM	94106B101
HLT	HILTON WORLDWIDE HLDGS INC	39,085 (+23.4%)	$11.88M (+30.6%)	7.9%	—	—	COM	43300A203
MCO	MOODYS CORP	27,679 (+2.6%)	$12.07M (-12.4%)	8.0%	—	—	COM	615369105
COMP	COMPASS INC	693,600 (+36.8%)	$5.07M (-5.4%)	3.4%	—	—	CL A	20464U100

Exited Positions (1)

ROP ROPER TECHNOLOGIES INC 4.4%

Value $6.695M Shares 15,040 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ROP	ROPER TECHNOLOGIES INC	15,040	$6.695M	4.4%	—	—	—	776696106

Decreased Positions (6)

TRU TRANSUNION 9.6%

Value $14.39M (-23.7%) Shares 207,993 (-5.5%) Est. Cost — Unrealized —

APG API GROUP CORP 11.6%

Value $17.42M (-16.8%) Shares 429,870 (-21.5%) Est. Cost — Unrealized —

BGSI BOYD GROUP SERVICES INC 6.7%

Value $10.13M (-21.3%) Shares 79,460 (-1.6%) Est. Cost — Unrealized —

RACE FERRARI N V 9.4%

Value $14.19M (-13.1%) Shares 41,939 (-5.1%) Est. Cost — Unrealized —

ODFL OLD DOMINION FREIGHT LINE IN 1.0%

Value $1.524M (-12.7%) Shares 7,800 (-29.9%) Est. Cost — Unrealized —

IBKR INTERACTIVE BROKERS GROUP IN 12.9%

Value $19.46M (+1.1%) Shares 290,185 (-3.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TRU	TRANSUNION	207,993 (-5.5%)	$14.39M (-23.7%)	9.6%	—	—	COM	89400J107
APG	API GROUP CORP	429,870 (-21.5%)	$17.42M (-16.8%)	11.6%	—	—	COM STK	00187Y100
BGSI	BOYD GROUP SERVICES INC	79,460 (-1.6%)	$10.13M (-21.3%)	6.7%	—	—	COM	103310108
RACE	FERRARI N V	41,939 (-5.1%)	$14.19M (-13.1%)	9.4%	—	—	COM	N3167Y103
ODFL	OLD DOMINION FREIGHT LINE IN	7,800 (-29.9%)	$1.524M (-12.7%)	1.0%	—	—	COM	679580100
IBKR	INTERACTIVE BROKERS GROUP IN	290,185 (-3.1%)	$19.46M (+1.1%)	12.9%	—	—	COM CL A	45841N107

Unchanged Positions (1)

HEI/A HEICO CORP NEW 11.2%

Value $16.89M Shares 80,005 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HEI/A	HEICO CORP NEW	80,005	$16.89M	11.2%	—	—	CL A	422806208