Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 8
- 0 vs. Q1 2022
- Portfolio value
- $97.8M
- −$39.4M (−28.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 133,640 | $24.5M | 25.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 47,778 | $18.9M | 19.3% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 226,284 | $18.1M | 18.5% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 186,618 | $16.9M | 17.3% | 00.0% | Unchanged | History |
| XPOXPO, Inc. | COM | 184,878 | $8.90M | 9.1% | 00.0% | Unchanged | History |
| DSDrive Shack Inc. | COM | 3,950,800 | $5.41M | 5.5% | +202,800+5.4% | Added | History |
| GXOGXO Logistics, Inc. | Stock | 70,829 | $3.06M | 3.1% | +2,300+3.4% | Added | History |
| CVNACarvana Co. | CL A | 92,688 | $2.09M | 2.1% | −75,400−44.9% | Reduced | History |