2026 Q2 Portfolio Activity
In 2026 Q2, Lansing Management LP maintained a portfolio of 14 distinct positions. They heavily accumulated shares in OLD DOMINION FREIGHT LINE IN, increasing the position by 205.4%. Conversely, Lansing Management LP completely exited their position in HUNT J B TRANS SVCS INC.
Position History
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Total Positions
14
Quarter
2026 Q2
Top Holding
IBKR (12.9%)
Top 10 Concentration
88.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Lansing Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 12.95% | 12.93% |
#1
Prev: #1
|
6.5 |
—
|
-44,460 | -15.3% |
P
S
|
245,725 | $21,387,904 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 12.55% | 11.22% |
#2
1
Prev: #3
|
6.0 |
—
|
370 | 0.5% |
P
S
|
80,375 | $20,729,516 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
APG
API GROUP CORP
|
Industrials | 10.04% | 11.57% |
#3
1
Prev: #2
|
5.5 |
—
|
-38,100 | -8.9% |
P
S
|
391,770 | $16,591,460 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 9.07% | 9.43% |
#4
1
Prev: #5
|
4.6 |
—
|
-1,710 | -4.1% |
P
S
|
40,229 | $14,976,854 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 8.90% | 8.46% |
#5
1
Prev: #6
|
4.6 |
—
|
840 | 0.4% |
P
S
|
196,552 | $14,704,055 | — | 13F Filing | 2026-06-30 | 2026-07-31 | ||
|
TRU
TRANSUNION
|
Financial Services | 8.24% | 9.56% |
#6
2
Prev: #4
|
3.8 |
—
|
-19,392 | -9.3% |
P
S
|
188,601 | $13,605,676 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 7.89% | 7.89% |
#7
1
Prev: #8
|
3.7 |
—
|
350 | 0.9% |
P
S
|
39,435 | $13,031,690 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MCO
MOODYS CORP
|
Financial Services | 7.67% | 8.02% |
#8
1
Prev: #7
|
3.6 |
—
|
310 | 1.1% |
P
S
|
27,989 | $12,676,778 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 6.07% | 4.33% |
#9
2
Prev: #11
|
4.9 |
—
|
20,000 | 49.7% |
P
S
|
60,230 | $10,023,775 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
COMP
COMPASS INC
|
Real Estate | 5.20% | 3.37% |
#10
2
Prev: #12
|
2.6 |
—
|
3,390 | 0.5% |
P
S
|
696,990 | $8,593,887 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BYDGF
BOYD GROUP SERV...
|
Unknown | 4.43% | 6.73% |
#11
2
Prev: #9
|
2.3 |
—
|
-2,130 | -2.7% |
P
S
|
77,330 | $7,311,071 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 3.88% | 4.48% |
#12
2
Prev: #10
|
2.1 |
—
|
-2,050 | -8.7% |
P
S
|
21,463 | $6,412,071 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 3.12% | 1.01% |
#13
1
Prev: #14
|
4.2 |
—
|
16,020 | 205.4% |
P
S
|
23,820 | $5,159,412 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
JBHT
HUNT J B TRANS ...
|
Industrials | 0.00% | 1.01% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-7,200 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 |
Showing 1-14 of 14 holdings