Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 6
- −1 vs. Q4 2023
- Portfolio value
- $102.9M
- +$9.38M (+10.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 82,402 | $35.9M | 34.9% | −18,049−18.0% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 38,862 | $21.8M | 21.2% | −2,552−6.2% | Reduced | History |
| TRUTransUnion | COM | 183,489 | $14.6M | 14.2% | −12,063−6.2% | Reduced | History |
| KMXCarMax Inc | COM | 151,875 | $13.2M | 12.9% | −9,980−6.2% | Reduced | History |
| APGAPi Group Corp | COM STK | 220,704 | $8.67M | 8.4% | +59,917+37.3% | Added | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 77,583 | $8.67M | 8.4% | +55,771+255.7% | Added | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.