Lansing Management LP
NEW YORK, NY · CIK 1691908 · 13F filing filed 2022-11-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityLansing Management, LP (US)
$80.5m
reported value
8positions
100.0%in top 10
—no comparable previous quarter
Holdings, Q3 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| FERRARI N V RACE | $24.7m30.71% | — |
| ROPER TECHNOLOGIES INC ROP | $17.2m21.34% | — |
| TRANSUNION TRU | $13.5m16.72% | — |
| CARMAX INC KMX | $12.3m15.30% | — |
| XPO INC XPO | $8.2m10.22% | — |
| GXO LOGISTICS INCORPORATED GXO | $2.5m3.08% | — |
| CARVANA CO CVNA | $1.9m2.34% | — |
| DRIVE SHACK INC COM | $226.0k0.28% | — |