Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 8
- 0 vs. Q3 2022
- Portfolio value
- $86.0M
- +$5.51M (+6.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 133,640 | $28.6M | 33.3% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 47,778 | $20.6M | 24.0% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 226,284 | $12.8M | 14.9% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 186,618 | $11.4M | 13.2% | 00.0% | Unchanged | History |
| XPOXPO, Inc. | COM | 184,878 | $6.15M | 7.2% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 184,878 | $3.18M | 3.7% | +184,878 | New | History |
| GXOGXO Logistics, Inc. | Stock | 70,829 | $3.02M | 3.5% | 00.0% | Unchanged | History |
| APGAPi Group Corp | COM STK | 10,000 | $188.1K | 0.2% | +10,000 | New | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.