Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 8
- 0 vs. Q4 2021
- Portfolio value
- $137.3M
- −$28.5M (−17.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 133,640 | $29.1M | 21.2% | +5,685+4.4% | Added | History |
| TRUTransUnion | COM | 226,284 | $23.4M | 17.0% | +11,909+5.6% | Added | History |
| ROPRoper Technologies Inc | Stock | 47,778 | $22.6M | 16.4% | +2,608+5.8% | Added | History |
| CVNACarvana Co. | CL A | 168,088 | $20.1M | 14.6% | +19,191+12.9% | Added | History |
| KMXCarMax Inc | COM | 186,618 | $18.0M | 13.1% | +7,980+4.5% | Added | History |
| XPOXPO, Inc. | COM | 184,878 | $13.5M | 9.8% | +7,235+4.1% | Added | History |
| DSDrive Shack Inc. | COM | 3,748,000 | $5.77M | 4.2% | +517,462+16.0% | Added | History |
| GXOGXO Logistics, Inc. | Stock | 68,529 | $4.89M | 3.6% | −29,108−29.8% | Reduced | History |