Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 7
- −1 vs. Q4 2022
- Portfolio value
- $94.9M
- +$8.90M (+10.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 125,155 | $33.9M | 35.7% | −8,485−6.3% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 47,983 | $21.1M | 22.3% | +205+0.4% | Added | History |
| TRUTransUnion | COM | 227,189 | $14.1M | 14.9% | +905+0.4% | Added | History |
| KMXCarMax Inc | COM | 187,533 | $12.1M | 12.7% | +915+0.5% | Added | History |
| XPOXPO, Inc. | COM | 185,818 | $5.93M | 6.2% | +940+0.5% | Added | History |
| APGAPi Group Corp | COM STK | 186,450 | $4.19M | 4.4% | +176,450+1,764.5% | Added | History |
| GXOGXO Logistics, Inc. | Stock | 70,829 | $3.57M | 3.8% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.