Lansing Management LP holds a focused book of 13 reported positions worth $165.2M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they trimmed Interactive Brokers Gro-CL A. Their largest long position is Interactive Brokers Gro-CL A at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be -4% (-3.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Lansing Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lansing Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Oakcliff Capital Partners, LP | 2 / 13 | $105.1M |
| Obion Capital Management LP | 3 / 13 | $28.4M |
| Pelham Capital Ltd. | 2 / 13 | $39.0M |
| Quantum Capital Management, LLC / NJ | 3 / 13 | $154.2M |
| Visualize Group LP | 2 / 13 | $46.7M |
| Progeny 3, Inc. | 2 / 13 | $290.7M |
| Bluegrass Capital Partners LP | 2 / 13 | $23.7M |
| One Madison Group LLC | 4 / 13 | $132.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Lansing Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Interactive Brokers Group In COM CL A | $21.4M | 245.7K | 12.9% | ▼−15% Reduced · −44K sh | |
| 2 | Heico Corp New CL A | $20.7M | 80.4K | 12.5% | ▲+0.5% Added · +370 sh | |
| 3 | Api Group Corp COM STK | $16.6M | 391.8K | 10.0% | ▼−8.9% Reduced · −38K sh | |
| 4 | Ferrari N V COM | $15.0M | 40.2K | 9.1% | ▼−4.1% Reduced · −2K sh | |
| 5 | Sunbelt Rentals Holdings Inc SHS | $14.7M | 196.6K | 8.9% | ▲+0.4% Added · +840 sh | |
| 6 | Transunion COM | $13.6M | 188.6K | 8.2% | ▼−9.3% Reduced · −19K sh | |
| 7 | Hilton Worldwide Hldgs Inc COM | $13.0M | 39.4K | 7.9% | ▲+0.9% Added · +350 sh | |
| 8 | Moodys Corp COM | $12.7M | 28.0K | 7.7% | ▲+1.1% Added · +310 sh | |
| 9 | Waste Connections Inc COM | $10.0M | 60.2K | 6.1% | ▲+50% Added · +20K sh | |
| 10 | Compass Inc CL A | $8.6M | 697.0K | 5.2% | ▲+0.5% Added · +3K sh | |
| 11 | Boyd Group Services Inc COM | $7.3M | 77.3K | 4.4% | ▼−2.7% Reduced · −2K sh | |
| 12 | Clean Harbors Inc COM | $6.4M | 21.5K | 3.9% | ▼−8.7% Reduced · −2K sh | |
| 13 | Old Dominion Freight Line In COM | $5.2M | 23.8K | 3.1% | ▲+205% Added · +16K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1691908/holdings"
Use Arkolith to show Lansing Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.