Lansing Management LP
NEW YORK NY · SEC CIK 0001691908
$1.51亿2026Q1 申报市值
14持仓数
90.3%前十大占比 · 第一大 12.9%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$1,273.89万
WCN 加仓+$406.80万
CLH 加仓+$365.67万
HLT 加仓+$225.48万
JBHT 新建仓+$152.57万
2026Q1 卖出最多 按季末市值估算
ROP 清仓-$669.48万
APG 减仓-$476.52万
TRU 减仓-$83.03万
RACE 减仓-$76.49万
ODFL 减仓-$65.15万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,040 | -100.0% | -$669.48万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $152.41万 | 1.01% | 7,800 | -3,334 | -29.9% | -$65.15万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $152.57万 | 1.01% | 7,200 | 7,200 | — | $152.57万 | 新建仓 |
| COMP | COMPASS INC | $507.02万 | 3.37% | 693,600 | 186,600 | 36.8% | $136.40万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $652.54万 | 4.33% | 40,230 | 25,080 | 165.5% | $406.80万 | 加仓 |
| CLH | CLEAN HARBORS INC | $674.19万 | 4.48% | 23,513 | 12,753 | 118.5% | $365.67万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $1,012.69万 | 6.73% | 79,460 | -1,300 | -1.6% | -$16.57万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,188.50万 | 7.89% | 39,085 | 7,415 | 23.4% | $225.48万 | 加仓 |
| MCO | MOODYS CORP | $1,207.50万 | 8.02% | 27,679 | 696 | 2.6% | $30.36万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,273.89万 | 8.46% | 195,712 | 195,712 | — | $1,273.89万 | 新建仓 |
| RACE | FERRARI N V | $1,419.43万 | 9.43% | 41,939 | -2,260 | -5.1% | -$76.49万 | 减仓 |
| TRU | TRANSUNION | $1,439.10万 | 9.56% | 207,993 | -12,000 | -5.5% | -$83.03万 | 减仓 |
| HEI/A | HEICO CORP NEW | $1,688.83万 | 11.22% | 80,005 | -800 | -1.0% | -$16.89万 | 减仓 |
| APG | API GROUP CORP | $1,741.83万 | 11.57% | 429,870 | -117,600 | -21.5% | -$476.52万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,946.27万 | 12.93% | 290,185 | -9,300 | -3.1% | -$62.38万 | 减仓 |