Lansing Management LP: 13F holdings
CIK 16919082026Q2
| Positions | 13 |
|---|
| Reported value | $165.2m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 13 (-1 vs prior quarter) |
|---|
| Reported value | $165.2m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IBKR INTERACTIVE BROKERS GROUP IN | 245,725 | $21.4m | 12.9% |
| HEI.A HEICO CORP NEW | 80,375 | $20.7m | 12.5% |
| APG API GROUP CORP | 391,770 | $16.6m | 10.0% |
| FERRARI N V | 40,229 | $15.0m | 9.1% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 196,552 | $14.7m | 8.9% |
| TRU TRANSUNION | 188,601 | $13.6m | 8.2% |
| HLT HILTON WORLDWIDE HLDGS INC | 39,435 | $13.0m | 7.9% |
| MCO MOODYS CORP | 27,989 | $12.7m | 7.7% |
| WCN WASTE CONNECTIONS INC | 60,230 | $10.0m | 6.1% |
| COMP COMPASS INC | 696,990 | $8.6m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1691908")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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