Lansing Management
Lansing Management reported 13 stocks worth $165M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IBKR (12.9%), HEI.A (12.6%) and APG (10.0%). Compared with Q1 2026, the fund added to HEI.A, SUNB and HLT, trimmed IBKR, APG and RACE and sold out of JBHT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IBKR Interactive Brokers Grouclass Class A | $21.4M | 12.9% | 246K | −44K (−15%) | 8 of 8 | |
| 2 |  HEI.A Heico Corp New | $20.7M | 12.6% | 80K | +370 (+0%) | 8 of 8 | |
| 3 |  APG Api Group | $16.6M | 10.0% | 392K | −38K (−9%) | 8 of 8 | |
| 4 |  RACE Ferrari N V | $15M | 9.1% | 40K | −1,710 (−4%) | 8 of 8 | |
| 5 |  SUNB Sunbelt Rentals Holdings Inc | $14.7M | 8.9% | 197K | +840 (+0%) | 2 of 8 | |
| 6 |  TRU Transunion | $13.6M | 8.2% | 189K | −19K (−9%) | 8 of 8 | |
| 7 |  HLT Hilton Worldwide Hldgs Inc | $13M | 7.9% | 39K | +350 (+1%) | 3 of 8 | |
| 8 |  MCO Moodys Corp | $12.7M | 7.7% | 28K | +310 (+1%) | 6 of 8 | |
| 9 |  WCN Waste Connections Inc | $10M | 6.1% | 60K | +20K (+50%) | 3 of 8 | |
| 10 |  COMP Compass Inc | $8.6M | 5.2% | 697K | +3,390 (+0%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JBHT Hunt J B Trans Svcs Inc | $1.5M | 7,200 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lansing Management 13F FAQ
What does Lansing Management own?
Lansing Management reported 13 stocks worth $165M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are IBKR (12.9%), HEI.A (12.6%) and APG (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lansing Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 7 added to, 6 trimmed and 1 sold out. It sold all of JBHT.
When will Lansing Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lansing Management's portfolio worth?
The Q2 2026 filing reports $165M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.