Lansing Management LP
CIK: 0001691908SEC EDGAR →
Portfolio Value
$150.5M
Holdings
13
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | API GROUP CORP | 547,470 | $20.9M | 13.91% |
| 2 | HEICO CORP NEW | 80,805 | $20.4M | 13.55% |
| 3 | INTERACTIVE BROKERS GROUP IN | 299,485 | $19.3M | 12.79% |
| 4 | TRANSUNION | 219,993 | $18.9M | 12.53% |
| 5 | FERRARI N V | 44,199 | $16.3M | 10.85% |
| 6 | MOODYS CORP | 26,983 | $13.8M | 9.16% |
| 7 | BOYD GROUP SERVICES INC | 80,760 | $12.9M | 8.55% |
| 8 | HILTON WORLDWIDE HLDGS INC | 31,670 | $9.1M | 6.04% |
| 9 | ROPER TECHNOLOGIES INC | 15,040 | $6.7M | 4.45% |
| 10 | COMPASS INC | 507,000 | $5.4M | 3.56% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 7 | $73.8M | 49.0% |
| Consumer Cyclical | 3 | $38.3M | 25.4% |
| Financial Services | 2 | $33.0M | 22.0% |
| Technology | 1 | $5.4M | 3.6% |