Lansing Management LP holds a focused book of 14 stocks worth $150.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Interactive Brokers Gro-CL A. Their largest long position is Interactive Brokers Gro-CL A at 13% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+6.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Lansing Management LP's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Lansing Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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, no cost basis
Other tracked managers holding the same core names as Lansing Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 15 / 14 | $25.1B |
| FMR LLC | 15 / 14 | $14.1B |
| MORGAN STANLEY | 15 / 14 | $6.6B |
| JPMORGAN CHASE & CO | 15 / 14 | $6.5B |
| GOLDMAN SACHS GROUP INC | 15 / 14 | $4.8B |
| BANK OF AMERICA CORP /DE/ | 15 / 14 | $4.4B |
| ROYAL BANK OF CANADA | 15 / 14 | $3.7B |
| JANUS HENDERSON GROUP PLC | 15 / 14 | $3.6B |
Ranked by how many of Lansing Management LP's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | $19.5M | 290.2K | 12.9% | ▼−3.1% Reduced · −9K sh | |
| 2 | Api Group Corp COM STK | $17.4M | 429.9K | 11.6% | ▼−21% Reduced · −118K sh | |
| 3 | Heico Corp New CL A | $16.9M | 80.0K | 11.2% | ▼−1.0% Reduced · −800 sh | |
| 4 | Transunion COM | $14.4M | 208.0K | 9.6% | ▼−5.5% Reduced · −12K sh | |
| 5 | Ferrari N V COM | $14.2M | 41.9K | 9.4% | ▼−5.1% Reduced · −2K sh | |
| 6 | Sunbelt Rentals Holdings Inc SHS | $12.7M | 195.7K | 8.5% | ▲New New position | |
| 7 | Moodys Corp COM | $12.1M | 27.7K | 8.0% | ▲+2.6% Added · +696 sh | |
| 8 | Hilton Worldwide Hldgs Inc COM | $11.9M | 39.1K | 7.9% | ▲+23% Added · +7K sh | |
| 9 | Boyd Group Services Inc COM | $10.1M | 79.5K | 6.7% | ▼−1.6% Reduced · −1K sh | |
| 10 | Clean Harbors Inc COM | $6.7M | 23.5K | 4.5% | ▲+119% Added · +13K sh | |
| 11 | Waste Connections Inc COM | $6.5M | 40.2K | 4.3% | ▲+166% Added · +25K sh | |
| 12 | Compass Inc CL A | $5.1M | 693.6K | 3.4% | ▲+37% Added · +187K sh | |
| 13 | Hunt J B Trans Svcs Inc COM | $1.5M | 7.2K | 1.0% | ▲New New position | |
| 14 | Old Dominion Freight Line In COM | $1.5M | 7.8K | 1.0% | ▼−30% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.