The Analysis of Lansing Management LP's Holdings & P&L


Currently, Lansing Management LP holds 14 types of securities in its portfolio with a total value $150.6M. In the most recent quarter, they have increased their positions in N/A (+195.7K shares, valued at $12.7M), WCN (+25.1K shares, valued at $4.1M), CLH (+12.8K shares, valued at $3.7M); decreased their positions in APG (-117.6K shares, valued at $4.8M), TRU (-12.0K shares, valued at $830.3K), RACE (-2.3K shares, valued at $764.9K); initiated new positions in N/A (+195.7K shares, valued at $12.7M), JBHT (+7.2K shares, valued at $1.5M).


1M P&L
-3.2M-2.29%
3M P&L
-5.5M-3.93%
HY P&L
+1.7M+1.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Financial Data & Stock Exchanges32.6M
23.7%
2Engineering & Construction20.9M
15.2%
3N/A20.4M
14.8%

Top Industries by Stock Count

1Waste Management2 stocks
16.7%
2Financial Data & Stock Exchanges2 stocks
16.7%
3Engineering & Construction1 stocks
8.3%
Stock Holdings
IBKR
INTERACTIVE BROKERS GROUP IN
-3.11%
Shares290.2K
Event2026-03-31
Filed2026-05-15
APG
API GROUP CORP
-21.48%
Shares429.9K
Event2026-03-31
Filed2026-05-15
HEI.A
HEICO CORP NEW
-0.99%
Shares80.0K
Event2026-03-31
Filed2026-05-15
TRU
TRANSUNION
-5.45%
Shares208.0K
Event2026-03-31
Filed2026-05-15
RACE
FERRARI N V
-5.11%
Shares41.9K
Event2026-03-31
Filed2026-05-15
SUNBELT RENTALS HOLDINGS INC
SUNBELT RENTALS HOLDINGS INC
New
Shares195.7K
Event2026-03-31
Filed2026-05-15
MCO
MOODYS CORP
2.58%
Shares27.7K
Event2026-03-31
Filed2026-05-15
HLT
HILTON WORLDWIDE HLDGS INC
23.41%
Shares39.1K
Event2026-03-31
Filed2026-05-15
BOYD GROUP SERVICES INC
BOYD GROUP SERVICES INC
-1.61%
Shares79.5K
Event2026-03-31
Filed2026-05-15
CLH
CLEAN HARBORS INC
118.52%
Shares23.5K
Event2026-03-31
Filed2026-05-15
WCN
WASTE CONNECTIONS INC
165.54%
Shares40.2K
Event2026-03-31
Filed2026-05-15
COMP
COMPASS INC
36.80%
Shares693.6K
Event2026-03-31
Filed2026-05-15
JBHT
HUNT J B TRANS SVCS INC
New
Shares7.2K
Event2026-03-31
Filed2026-05-15
ODFL
OLD DOMINION FREIGHT LINE IN
-29.94%
Shares7.8K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available