Lansing Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001691908 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (14)

IBKR INTERACTIVE BROKERS GROUP IN 12.9%

Value $19.46M Shares 290,185 Est. Cost $42.07 Unrealized +75.0%

APG API GROUP CORP 11.6%

Value $17.42M Shares 429,870 Est. Cost $24.54 Unrealized +74.4%

HEI/A HEICO CORP NEW 11.2%

Value $16.89M Shares 80,005 Est. Cost $191.23 Unrealized +35.7%

TRU TRANSUNION 9.6%

Value $14.39M Shares 207,993 Est. Cost $71.02 Unrealized +11.1%

RACE FERRARI N V 9.4%

Value $14.19M Shares 41,939 Est. Cost $142.84 Unrealized +149.6%

SUNB SUNBELT RENTALS HOLDINGS INC 8.5%

Value $12.74M Shares 195,712 Est. Cost $65.09 Unrealized —

MCO MOODYS CORP 8.0%

Value $12.07M Shares 27,679 Est. Cost $479.70 Unrealized +2.1%

HLT HILTON WORLDWIDE HLDGS INC 7.9%

Value $11.88M Shares 39,085 Est. Cost $278.44 Unrealized +9.6%

BGSI BOYD GROUP SERVICES INC 6.7%

Value $10.13M Shares 79,460 Est. Cost $160.25 Unrealized +3.8%

CLH CLEAN HARBORS INC 4.5%

Value $6.742M Shares 23,513 Est. Cost $247.32 Unrealized +6.4%

WCN WASTE CONNECTIONS INC 4.3%

Value $6.525M Shares 40,230 Est. Cost $169.42 Unrealized -1.2%

COMP COMPASS INC 3.4%

Value $5.07M Shares 693,600 Est. Cost $9.53 Unrealized +23.4%

JBHT HUNT J B TRANS SVCS INC 1.0%

Value $1.526M Shares 7,200 Est. Cost $213.95 Unrealized 0.0%

ODFL OLD DOMINION FREIGHT LINE IN 1.0%

Value $1.524M Shares 7,800 Est. Cost $143.18 Unrealized +27.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IBKR	INTERACTIVE BROKERS GROUP IN	290,185	$19.46M	12.9%	$42.07	+75.0%	COM CL A	45841N107
APG	API GROUP CORP	429,870	$17.42M	11.6%	$24.54	+74.4%	COM STK	00187Y100
HEI/A	HEICO CORP NEW	80,005	$16.89M	11.2%	$191.23	+35.7%	CL A	422806208
TRU	TRANSUNION	207,993	$14.39M	9.6%	$71.02	+11.1%	COM	89400J107
RACE	FERRARI N V	41,939	$14.19M	9.4%	$142.84	+149.6%	COM	N3167Y103
SUNB	SUNBELT RENTALS HOLDINGS INC	195,712	$12.74M	8.5%	$65.09	—	SHS	866966104
MCO	MOODYS CORP	27,679	$12.07M	8.0%	$479.70	+2.1%	COM	615369105
HLT	HILTON WORLDWIDE HLDGS INC	39,085	$11.88M	7.9%	$278.44	+9.6%	COM	43300A203
BGSI	BOYD GROUP SERVICES INC	79,460	$10.13M	6.7%	$160.25	+3.8%	COM	103310108
CLH	CLEAN HARBORS INC	23,513	$6.742M	4.5%	$247.32	+6.4%	COM	184496107
WCN	WASTE CONNECTIONS INC	40,230	$6.525M	4.3%	$169.42	-1.2%	COM	94106B101
COMP	COMPASS INC	693,600	$5.07M	3.4%	$9.53	+23.4%	CL A	20464U100
JBHT	HUNT J B TRANS SVCS INC	7,200	$1.526M	1.0%	$213.95	0.0%	COM	445658107
ODFL	OLD DOMINION FREIGHT LINE IN	7,800	$1.524M	1.0%	$143.18	+27.9%	COM	679580100