Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 6
- 0 vs. Q2 2023
- Portfolio value
- $87.5M
- −$12.3M (−12.4%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 110,953 | $32.8M | 37.5% | −6,127−5.2% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 42,531 | $20.6M | 23.5% | −2,352−5.2% | Reduced | History |
| TRUTransUnion | COM | 200,841 | $14.4M | 16.5% | −11,248−5.3% | Reduced | History |
| KMXCarMax Inc | COM | 166,222 | $11.8M | 13.4% | −9,191−5.2% | Reduced | History |
| APGAPi Group Corp | COM STK | 165,186 | $4.28M | 4.9% | −9,139−5.2% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 62,690 | $3.68M | 4.2% | −3,554−5.4% | Reduced | History |