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LM

Lansing Management Portfolio holdings

AUM $151M
1-Year Est. Return 13.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$34.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$4.18M
3
+$3.48M
4
HLT icon
Hilton Worldwide
HLT
+$2.25M
5
COMP icon
Compass
COMP
+$1.96M

Top Sells

1
+$6.69M
2
+$4.99M
3
+$918K
4
RACE icon
Ferrari
RACE
+$791K
5
IBKR icon
Interactive Brokers
IBKR
+$664K

Sector Composition

1 Industrials 42.08%
2 Financials 30.5%
3 Consumer Discretionary 24.05%
4 Real Estate 3.37%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBKR icon
1
Interactive Brokers
IBKR
$40.5B
$19.5M 12.93%
290,185
-9,300
APG icon
2
APi Group
APG
$18.3B
$17.4M 11.57%
429,870
-117,600
HEI.A icon
3
HEICO Corp Class A
HEI.A
$34.5B
$16.9M 11.22%
80,005
-800
TRU icon
4
TransUnion
TRU
$12.7B
$14.4M 9.56%
207,993
-12,000
RACE icon
5
Ferrari
RACE
$62.5B
$14.2M 9.43%
41,939
-2,260
SUNB
6
Sunbelt Rentals Holdings
SUNB
$34B
$12.7M 8.46%
+195,712
MCO icon
7
Moody's
MCO
$78.2B
$12.1M 8.02%
27,679
+696
HLT icon
8
Hilton Worldwide
HLT
$78.8B
$11.9M 7.89%
39,085
+7,415
BGSI
9
Boyd Group Services
BGSI
$2.67B
$10.1M 6.73%
79,460
-1,300
CLH icon
10
Clean Harbors
CLH
$15.2B
$6.74M 4.48%
23,513
+12,753
WCN
11
Waste Connections
WCN
$39.7B
$6.53M 4.33%
40,230
+25,080
COMP icon
12
Compass
COMP
$6.42B
$5.07M 3.37%
693,600
+186,600
JBHT icon
13
JB Hunt Transport Services
JBHT
$27.3B
$1.53M 1.01%
+7,200
ODFL icon
14
Old Dominion Freight Line
ODFL
$51.1B
$1.52M 1.01%
7,800
-3,334
ROP icon
15
Roper Technologies
ROP
$33.8B
– –
-15,040