2026 Q1 Portfolio Activity
In 2026 Q1, Lansing Management LP maintained a portfolio of 15 distinct positions. The most significant new addition was SUNBELT RENTALS HOLDINGS INC, now representing 8.46% of the total fund value. They heavily accumulated shares in CLEAN HARBORS INC, increasing the position by 118.5%. Conversely, Lansing Management LP completely exited their position in ROPER TECHNOLOGIES INC.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
IBKR (12.9%)
Top 10 Concentration
90.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Lansing Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 12.93% | 12.79% |
#1
2
Prev: #3
|
6.5 | -9,300 | -3.1% |
P
S
|
290,185 | $19,462,708 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APG
API GROUP CORP
|
Industrials | 11.57% | 13.91% |
#2
1
Prev: #1
|
5.5 | -117,600 | -21.5% |
P
S
|
429,870 | $17,418,332 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 11.22% | 13.55% |
#3
1
Prev: #2
|
5.5 | -800 | -1.0% |
P
S
|
80,005 | $16,888,255 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRU
TRANSUNION
|
Financial Services | 9.56% | 12.53% |
#4
Prev: #4
|
4.8 | -12,000 | -5.5% |
P
S
|
207,993 | $14,391,036 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 9.43% | 10.85% |
#5
Prev: #5
|
4.8 | -2,260 | -5.1% |
P
S
|
41,939 | $14,194,255 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 8.46% | — |
#6
Prev: #—
|
6.9 | 195,712 | — |
NEW
|
195,712 | $12,738,894 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MCO
MOODYS CORP
|
Financial Services | 8.02% | 9.16% |
#7
1
Prev: #6
|
3.7 | 696 | 2.6% |
P
S
|
27,679 | $12,074,964 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 7.89% | 6.04% |
#8
Prev: #8
|
5.7 | 7,415 | 23.4% |
P
S
|
39,085 | $11,884,967 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BYDGF
BOYD GROUP SERV...
|
Unknown | 6.73% | 8.55% |
#9
2
Prev: #7
|
3.2 | -1,300 | -1.6% |
P
S
|
79,460 | $10,126,880 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 4.48% | 1.68% |
#10
2
Prev: #12
|
4.8 | 12,753 | 118.5% |
P
S
|
23,513 | $6,741,882 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 4.33% | 1.77% |
#11
Prev: #11
|
4.7 | 25,080 | 165.5% |
P
S
|
40,230 | $6,525,376 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COMP
COMPASS INC
|
Real Estate | 3.37% | 3.56% |
#12
2
Prev: #10
|
3.8 | 186,600 | 36.8% |
P
S
|
693,600 | $5,070,216 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JBHT
HUNT J B TRANS ...
|
Industrials | 1.01% | — |
#13
Prev: #—
|
3.9 | 7,200 | — |
NEW
|
7,200 | $1,525,680 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.01% | 1.16% |
#14
1
Prev: #13
|
0.4 | -3,334 | -29.9% |
P
S
|
7,800 | $1,524,120 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 0.00% | 4.45% |
Sold All 😨
(Was: #9) |
0.0 | -15,040 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-15 of 15 holdings