Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- +1 vs. Q4 2024
- Portfolio value
- $119.1M
- +$5.61M (+4.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 26,331 | $4.34M | 3.6% | +6,200+30.8% | Added | History |
| MCOMoodys Corp | Stock | 10,600 | $4.94M | 4.1% | +10,600 | New | History |
| TRUTransUnion | COM | 179,019 | $14.9M | 12.5% | −3,350−1.8% | Reduced | History |
| APGAPi Group Corp | COM STK | 461,399 | $16.5M | 13.8% | −9,230−2.0% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 99,934 | $16.5M | 13.9% | −6,625−6.2% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 29,913 | $17.6M | 14.8% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 84,305 | $17.8M | 14.9% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 62,048 | $26.5M | 22.3% | 00.0% | Unchanged | History |