Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 7
- +1 vs. Q3 2023
- Portfolio value
- $93.5M
- +$6.02M (+6.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 100,451 | $34.0M | 36.3% | −10,502−9.5% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 41,414 | $22.6M | 24.1% | −1,117−2.6% | Reduced | History |
| TRUTransUnion | COM | 195,552 | $13.4M | 14.4% | −5,289−2.6% | Reduced | History |
| KMXCarMax Inc | COM | 161,855 | $12.4M | 13.3% | −4,367−2.6% | Reduced | History |
| APGAPi Group Corp | COM STK | 160,787 | $5.56M | 5.9% | −4,399−2.7% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 61,101 | $3.74M | 4.0% | −1,589−2.5% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 21,812 | $1.81M | 1.9% | +21,812 | New | History |