Lansing Management LP
•CIK: 1691908•Filing: Q4 2025
**Lansing Management LP** is a focused, actively managed fund overseeing $151M across 13 distinct positions. The portfolio exhibits significant concentration in technology and industrials, anchored by top holdings such as APG ($20.9M) and HEI/A ($20.4M). Further substantial allocations include IBKR ($19.3M) and TRU ($18.9M), suggesting a conviction-driven approach to sector leaders. This structure indicates a tactical deployment of capital targeting established market value plays.
Total AUM
$150.5M
QoQ Performance
+9.2%
Positions
13
Top 10 Concentration
95.4%
Latest Filing
Q4 2025
Top Holdings Allocation
APG
HEI.A
IBKR
TRU
RACE
MCO
BYD
HLT
APG13.9%
HEI.A13.6%
IBKR12.8%
TRU12.5%
RACE10.9%
MCO9.2%
BYD8.5%
HLT6.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.8%
Financial9.2%
Consumer6.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑3 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022