Lansing Management LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$150,568
Net value change ($000)
+35 (0.0%)
New positions
2
Sold out positions
1
Turnover %
13.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SUNB 12,739 NEW
CLH 4,219 167.2%
WCN 3,867 145.5%
HLT 2,788 30.6%
JBHT 1,526 NEW
IBKR 203 1.1%
Top Reduces (Value $000, Stocks/ETFs)
ROP -6,695 -100.0%
TRU -4,473 -23.7%
APG -3,528 -16.8%
HEI -3,510 -17.2%
BGSI -2,742 -21.3%
RACE -2,140 -13.1%
MCO -1,709 -12.4%
COMP -289 -5.4%
ODFL -222 -12.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type