Lansing Management
Latest statistics and disclosures from Lansing Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APG, HEI.A, IBKR, TRU, RACE, and represent 63.64% of Lansing Management's stock portfolio.
- Added to shares of these 8 stocks: BGSI (+$13M), HLT (+$9.1M), COMP, WCN, CLH, MCO, ODFL, TRU.
- Started 5 new stock positions in WCN, HLT, BGSI, ODFL, CLH.
- Reduced shares in these 5 stocks: ROP (-$6.6M), RACE, IBKR, , APG.
- Sold out of its position in ZTS.
- Lansing Management was a net buyer of stock by $18M.
- Lansing Management has $151M in assets under management (AUM), dropping by 9.21%.
- Central Index Key (CIK): 0001691908
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Portfolio Holdings for Lansing Management
Lansing Management holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 13.9 | $21M | -6% | 548k | 38.26 |
|
| Heico Corp Cl A (HEI.A) | 13.6 | $20M | 81k | 252.43 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 12.8 | $19M | -11% | 300k | 64.31 |
|
| Transunion (TRU) | 12.5 | $19M | +6% | 220k | 85.75 |
|
| Ferrari Nv Ord (RACE) | 10.9 | $16M | -20% | 44k | 369.56 |
|
| Moody's Corporation (MCO) | 9.2 | $14M | +15% | 27k | 510.85 |
|
| Boyd Group Services (BGSI) | 8.5 | $13M | NEW | 81k | 159.35 |
|
| Hilton Worldwide Holdings (HLT) | 6.0 | $9.1M | NEW | 32k | 287.25 |
|
| Roper Industries (ROP) | 4.4 | $6.7M | -49% | 15k | 445.13 |
|
| Compass Cl A (COMP) | 3.6 | $5.4M | +144% | 507k | 10.57 |
|
| Waste Connections (WCN) | 1.8 | $2.7M | NEW | 15k | 175.45 |
|
| Clean Harbors (CLH) | 1.7 | $2.5M | NEW | 11k | 234.48 |
|
| Old Dominion Freight Line (ODFL) | 1.2 | $1.7M | NEW | 11k | 156.80 |
|
Past Filings by Lansing Management
SEC 13F filings are viewable for Lansing Management going back to 2018
- Lansing Management 2025 Q4 filed Feb. 17, 2026
- Lansing Management 2025 Q3 filed Nov. 14, 2025
- Lansing Management 2025 Q2 filed Aug. 14, 2025
- Lansing Management 2025 Q1 filed May 15, 2025
- Lansing Management 2024 Q4 filed Feb. 14, 2025
- Lansing Management 2024 Q3 filed Nov. 14, 2024
- Lansing Management 2024 Q2 filed Aug. 14, 2024
- Lansing Management 2024 Q1 filed May 15, 2024
- Lansing Management 2023 Q4 filed Feb. 14, 2024
- Lansing Management 2023 Q3 filed Nov. 14, 2023
- Lansing Management 2023 Q2 filed Aug. 14, 2023
- Lansing Management 2023 Q1 filed May 15, 2023
- Lansing Management 2022 Q4 filed Feb. 14, 2023
- Lansing Management 2022 Q3 filed Nov. 14, 2022
- Lansing Management 2022 Q2 filed Aug. 15, 2022
- Lansing Management 2022 Q1 filed May 16, 2022