Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 8
- +1 vs. Q2 2021
- Portfolio value
- $170.4M
- +$5.51M (+3.3%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DSDrive Shack Inc. | COM | 2,672,938 | $7.51M | 4.4% | +702,225+35.6% | Added | History |
| GXOGXO Logistics, Inc. | Stock | 145,243 | $11.4M | 6.7% | +145,243 | New | History |
| XPOXPO, Inc. | COM | 177,643 | $14.1M | 8.3% | +205+0.1% | Added | History |
| ROPRoper Technologies Inc | Stock | 45,170 | $20.2M | 11.8% | +845+1.9% | Added | History |
| KMXCarMax Inc | COM | 168,038 | $21.5M | 12.6% | +10,525+6.7% | Added | History |
| TRUTransUnion | COM | 214,375 | $24.1M | 14.1% | −7,535−3.4% | Reduced | History |
| RACEFerrari N.V. | COM | 127,955 | $26.8M | 15.7% | +12,310+10.6% | Added | History |
| CVNACarvana Co. | CL A | 148,897 | $44.9M | 26.3% | +2,495+1.7% | Added | History |