Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 7
- +1 vs. Q1 2021
- Portfolio value
- $164.9M
- +$22.4M (+15.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DSDrive Shack Inc. | COM | 1,970,713 | $6.52M | 4.0% | +1,970,713 | New | History |
| KMXCarMax Inc | COM | 157,513 | $20.3M | 12.3% | +675+0.4% | Added | History |
| ROPRoper Technologies Inc | Stock | 44,325 | $20.8M | 12.6% | +200+0.5% | Added | History |
| RACEFerrari N.V. | COM | 115,645 | $23.8M | 14.4% | +510+0.4% | Added | History |
| TRUTransUnion | COM | 221,910 | $24.4M | 14.8% | +1,000+0.5% | Added | History |
| XPOXPO, Inc. | COM | 177,438 | $24.8M | 15.1% | +790+0.4% | Added | History |
| CVNACarvana Co. | CL A | 146,402 | $44.2M | 26.8% | +820+0.6% | Added | History |