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Lansing Management LP

SEC CIK
0001691908
Latest filing
Jul 31, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
9
+1 vs. Q2 2025
Portfolio value
$137.8M
−$8.11M (−5.6%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Lansing Management LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RACEFerrari N.V.COM55,799$27.1M19.6%−6,249−10.1%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock337,985$23.3M16.9%−61,751−15.4%ReducedHistory
HEI.AHeico CorpCL A80,805$20.5M14.9%−1,750−2.1%ReducedHistory
APGAPi Group CorpCOM STK585,970$20.1M14.6%+133,071+29.4%AddedHistory
TRUTransUnionCOM206,769$17.3M12.6%+7,200+3.6%AddedHistory
ROPRoper Technologies IncStock29,913$14.9M10.8%00.0%UnchangedHistory
MCOMoodys CorpStock23,265$11.1M8.0%+5,130+28.3%AddedHistory
ZTSZoetis Inc.Stock12,555$1.84M1.3%−21,116−62.7%ReducedHistory
COMPCompass, Inc.CL A207,600$1.67M1.2%+207,600NewHistory