Lansing Management LP
NEW YORK NY · SEC CIK 0001691908
$1.65亿2026Q2 申报市值
13持仓数
88.6%前十大占比 · 第一大 12.9%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ODFL 加仓+$346.99万
WCN 加仓+$332.85万
MCO 加仓+$14.04万
HLT 加仓+$11.57万
HEI/A 加仓+$9.54万
2026Q2 卖出最多 按季末市值估算
IBKR 减仓-$386.98万
APG 减仓-$161.35万
JBHT 清仓-$152.57万
TRU 减仓-$139.89万
RACE 减仓-$63.66万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -7,200 | -100.0% | -$152.57万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $515.94万 | 3.12% | 23,820 | 16,020 | 205.4% | $346.99万 | 加仓 |
| CLH | CLEAN HARBORS INC | $641.21万 | 3.88% | 21,463 | -2,050 | -8.7% | -$61.24万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $731.11万 | 4.43% | 77,330 | -2,130 | -2.7% | -$20.14万 | 减仓 |
| COMP | COMPASS INC | $859.39万 | 5.20% | 696,990 | 3,390 | 0.5% | $4.18万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1,002.38万 | 6.07% | 60,230 | 20,000 | 49.7% | $332.85万 | 加仓 |
| MCO | MOODYS CORP | $1,267.68万 | 7.67% | 27,989 | 310 | 1.1% | $14.04万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,303.17万 | 7.89% | 39,435 | 350 | 0.9% | $11.57万 | 加仓 |
| TRU | TRANSUNION | $1,360.57万 | 8.24% | 188,601 | -19,392 | -9.3% | -$139.89万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,470.41万 | 8.90% | 196,552 | 840 | 0.4% | $6.28万 | 加仓 |
| RACE | FERRARI N V | $1,497.69万 | 9.07% | 40,229 | -1,710 | -4.1% | -$63.66万 | 减仓 |
| APG | API GROUP CORP | $1,659.15万 | 10.04% | 391,770 | -38,100 | -8.9% | -$161.35万 | 减仓 |
| HEI/A | HEICO CORP NEW | $2,072.95万 | 12.55% | 80,375 | 370 | 0.5% | $9.54万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,138.79万 | 12.95% | 245,725 | -44,460 | -15.3% | -$386.98万 | 减仓 |