Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 6
- −1 vs. Q1 2023
- Portfolio value
- $99.9M
- +$4.94M (+5.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 117,080 | $38.1M | 38.1% | −8,075−6.5% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 44,883 | $21.6M | 21.6% | −3,100−6.5% | Reduced | History |
| TRUTransUnion | COM | 212,089 | $16.6M | 16.6% | −15,100−6.6% | Reduced | History |
| KMXCarMax Inc | COM | 175,413 | $14.7M | 14.7% | −12,120−6.5% | Reduced | History |
| APGAPi Group Corp | COM STK | 174,325 | $4.75M | 4.8% | −12,125−6.5% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 66,244 | $4.16M | 4.2% | −4,585−6.5% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.