Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 8
- 0 vs. Q2 2022
- Portfolio value
- $80.5M
- −$17.3M (−17.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 133,640 | $24.7M | 30.7% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 47,778 | $17.2M | 21.3% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 226,284 | $13.5M | 16.7% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 186,618 | $12.3M | 15.3% | 00.0% | Unchanged | History |
| XPOXPO, Inc. | COM | 184,878 | $8.23M | 10.2% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 70,829 | $2.48M | 3.1% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 92,688 | $1.88M | 2.3% | 00.0% | Unchanged | History |
| DSDrive Shack Inc. | COM | 363,722 | $226.0K | 0.3% | −3,587,078−90.8% | Reduced | History |