DOSSIER · 13F-HR · Q2 2026

Lansing Management LP

$165M in tracked AUM across 13 positions as of Q2 2026.

LM
CIK 0001691908 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
13
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Lansing Management LP’s 13F filing for the period ending September 30, 2025, reveals a period of significant portfolio contraction and strategic reallocation. The total portfolio value decreased by 37.4%, dropping from $145.95 million to $91.30 million. This substantial reduction in assets under management (AUM) was driven not only by potential market depreciation but also by a decisive shift in capital deployment, characterized by the exit from three major positions tota...

Key Holdings

The portfolio is dominated by a "top-heavy" structure where the four largest positions account for over 96% of the total value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IBKR
INTERACTIVE BROKERS GROUP IN
$21M246K12.9%
02
HEI/A
HEICO CORP NEW
$21M80K12.5%
03
APG
API GROUP CORP
$17M392K10.0%
04
N3167Y103
FERRARI N V
$15M40K9.1%
05
SUNB
SUNBELT RENTALS HOLDINGS INC
$15M197K8.9%
06
TRU
TRANSUNION
$14M189K8.2%
07
HLT
HILTON WORLDWIDE HLDGS INC
$13M39K7.9%
08
MCO
MOODYS CORP
$13M28K7.7%
09
WCN
WASTE CONNECTIONS INC
$10M60K6.1%
10
COMP
COMPASS INC
$9M697K5.2%

Filing history

2026Q2Jun 30
$165M▲ 9.7%
13 positionsView →
2026Q1Mar 31
$151M▲ 0.0%
14 positionsView →
2025Q4Dec 31
$151M▲ 64.9%
13 positionsView →
2025Q3Sep 30
$91M▼ 37.4%
6 positionsLocked
2025Q2Jun 30
$146M▲ 85.2%
8 positionsLocked
2025Q1Mar 31
$79M▼ 30.6%
5 positionsLocked
2024Q4Dec 31
$114M▼ 18.7%
7 positionsLocked
2024Q3Sep 30
$140M▲ 38.4%
7 positionsLocked
2024Q2Jun 30
$101M▼ 1.9%
5 positionsLocked
2024Q1Mar 31
$103M▲ 10.0%
6 positionsLocked
2023Q4Dec 31
$94M▲ 6.9%
7 positionsLocked
2023Q3Sep 30
$88M▼ 12.4%
6 positionsLocked
Showing 12 of 29