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

Currently, Lansing Management LP holds 13 types of securities in its portfolio with a total value $165.2M. In the most recent quarter, they have increased their positions in ODFL (+16.0K shares, valued at $3.5M), WCN (+20.0K shares, valued at $3.3M), MCO (+310 shares, valued at $140.4K); decreased their positions in IBKR (-44.5K shares, valued at $3.9M), APG (-38.1K shares, valued at $1.6M), TRU (-19.4K shares, valued at $1.4M).

1M P&L

-1.7M-1.13%

3M P&L

+7.8M+5.72%

HY P&L

+11.9M+8.99%

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

1N/A42.7M

25.9%

2Financial Data & Stock Exchanges26.3M

15.9%

3Capital Markets21.4M

12.9%

Top Industries by Stock Count

1N/A3 stocks

23.1%

2Waste Management2 stocks

15.4%

3Financial Data & Stock Exchanges2 stocks

15.4%

Sponsored

WCN WASTE CONNECTIONS INC60.2K shares49.71%2026-06-302026-07-31

COMP COMPASS INC697.0K shares0.49%2026-06-302026-07-31

BYDGF BOYD GROUP SERVICES INC77.3K shares-2.68%2026-06-302026-07-31

CLH CLEAN HARBORS INC21.5K shares-8.72%2026-06-302026-07-31

ODFL OLD DOMINION FREIGHT LINE IN23.8K shares205.38%2026-06-302026-07-31

IBKR

INTERACTIVE BROKERS GROUP IN

-15.32%

Shares245.7K

Event2026-06-30

Filed2026-07-31

HEI.A

HEICO CORP NEW

0.46%

Shares80.4K

Event2026-06-30

Filed2026-07-31

APG

API GROUP CORP

-8.86%

Shares391.8K

Event2026-06-30

Filed2026-07-31

RACE

FERRARI N V

-4.08%

Shares40.2K

Event2026-06-30

Filed2026-07-31

SUNB

SUNBELT RENTALS HOLDINGS INC

0.43%

Shares196.6K

Event2026-06-30

Filed2026-07-31

TRU

TRANSUNION

-9.32%

Shares188.6K

Event2026-06-30

Filed2026-07-31

HLT

HILTON WORLDWIDE HLDGS INC

0.90%

Shares39.4K

Event2026-06-30

Filed2026-07-31

MCO

MOODYS CORP

1.12%

Shares28.0K

Event2026-06-30

Filed2026-07-31

WCN

WASTE CONNECTIONS INC

49.71%

Shares60.2K

Event2026-06-30

Filed2026-07-31

COMP

COMPASS INC

0.49%

Shares697.0K

Event2026-06-30

Filed2026-07-31

BYDGF

BOYD GROUP SERVICES INC

-2.68%

Shares77.3K

Event2026-06-30

Filed2026-07-31

CLH

CLEAN HARBORS INC

-8.72%

Shares21.5K

Event2026-06-30

Filed2026-07-31

ODFL

OLD DOMINION FREIGHT LINE IN

205.38%

Shares23.8K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available