Lansing Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 195,712 | +195,712 | 0 | 12,738,894 | 8.46% | +12,738,894 |
| CLEAN HARBORS INC(CLH) | 10,760 | 23,513 | +12,753 | 2,523,005 | 6,741,882 | 4.48% | +4,218,877 |
| WASTE CONNECTIONS INC(WCN) | 15,150 | 40,230 | +25,080 | 2,657,999 | 6,525,376 | 4.33% | +3,867,377 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 31,670 | 39,085 | +7,415 | 9,097,208 | 11,884,967 | 7.89% | +2,787,759 |
| HUNT J B TRANS SVCS INC(JBHT) | 0 | 7,200 | +7,200 | 0 | 1,525,680 | 1.01% | +1,525,680 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 299,485 | 290,185 | -9,300 | 19,259,880 | 19,462,708 | 12.93% | +202,828 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 11,134 | 7,800 | -3,334 | 1,745,811 | 1,524,120 | 1.01% | -221,691 |
| COMPASS INC(COMP) | 507,000 | 693,600 | +186,600 | 5,358,990 | 5,070,216 | 3.37% | -288,774 |
| MOODYS CORP(MCO) | 26,983 | 27,679 | +696 | 13,784,266 | 12,074,964 | 8.02% | -1,709,302 |
| FERRARI N V | 44,199 | 41,939 | -2,260 | 16,334,182 | 14,194,255 | 9.43% | -2,139,927 |
| BOYD GROUP SERVICES INC(BGSI) | 80,760 | 79,460 | -1,300 | 12,868,743 | 10,126,880 | 6.73% | -2,741,863 |
| HEICO CORP NEW | 80,805 | 80,005 | -800 | 20,397,606 | 16,888,255 | 11.22% | -3,509,351 |
| API GROUP CORP(APG) | 547,470 | 429,870 | -117,600 | 20,946,202 | 17,418,332 | 11.57% | -3,527,870 |
| TRANSUNION(TRU) | 219,993 | 207,993 | -12,000 | 18,864,400 | 14,391,036 | 9.56% | -4,473,364 |
| ROPER TECHNOLOGIES INC(ROP) | 15,040 | 0 | -15,040 | 6,694,755 | 0 | — | -6,694,755 |