Lansing Management LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$165,204
Net value change ($000)
+14,636 (9.7%)
New positions
0
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
HEI 3,842 22.7%
ODFL 3,635 238.5%
COMP 3,524 69.5%
WCN 3,499 53.6%
SUNB 1,965 15.4%
IBKR 1,925 9.9%
HLT 1,147 9.7%
RACE 783 5.5%
MCO 602 5.0%
Top Reduces (Value $000, Stocks/ETFs)
BGSI -2,816 -27.8%
JBHT -1,526 -100.0%
APG -827 -4.7%
TRU -785 -5.5%
CLH -330 -4.9%
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