Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- 0 vs. Q1 2025
- Portfolio value
- $145.9M
- +$26.8M (+22.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RACEFerrari N.V. | COM | 62,048 | $30.4M | 20.9% | 00.0% | Unchanged | History |
| APGAPi Group Corp | COM STK | 452,899 | $23.1M | 15.8% | −8,500−1.8% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 399,736 | $22.1M | 15.2% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| HEI.AHeico Corp | CL A | 82,555 | $21.4M | 14.6% | −1,750−2.1% | Reduced | History |
| TRUTransUnion | COM | 199,569 | $17.6M | 12.0% | +20,550+11.5% | Added | History |
| ROPRoper Technologies Inc | Stock | 29,913 | $17.0M | 11.6% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 18,135 | $9.10M | 6.2% | +7,535+71.1% | Added | History |
| ZTSZoetis Inc. | Stock | 33,671 | $5.25M | 3.6% | +7,340+27.9% | Added | History |