Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 15, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 8
- 0 vs. Q3 2021
- Portfolio value
- $165.8M
- −$4.65M (−2.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 148,897 | $34.5M | 20.8% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 127,955 | $33.1M | 20.0% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 214,375 | $25.4M | 15.3% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 178,638 | $23.3M | 14.0% | +10,600+6.3% | Added | History |
| ROPRoper Technologies Inc | Stock | 45,170 | $22.2M | 13.4% | 00.0% | Unchanged | History |
| XPOXPO, Inc. | COM | 177,643 | $13.8M | 8.3% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 97,637 | $8.87M | 5.3% | −47,606−32.8% | Reduced | History |
| DSDrive Shack Inc. | COM | 3,230,538 | $4.62M | 2.8% | +557,600+20.9% | Added | History |