Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2023-02-14

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)

$86.0m reported value +6.8% vs Q3 2022

8positions

100.0%in top 10

2 new 0 added 0 reduced 2 sold out vs Q3 2022

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	FERRARI N V COM RACE	RACE	133,640	$28.6m33.28%	33.28%	Unchanged
2	ROPER TECHNOLOGIES INC COM ROP	ROP	47,778	$20.6m24.00%	24.00%	Unchanged
3	TRANSUNION COM TRU	TRU	226,284	$12.8m14.93%	14.93%	Unchanged
4	CARMAX INC COM KMX	KMX	186,618	$11.4m13.21%	13.21%	Unchanged
5	XPO INC COM XPO	XPO	184,878	$6.2m7.15%	7.15%	Unchanged
6	RXO INC COMMON STOCK RXO	RXO	184,878	$3.2m3.70%	3.70%	New
7	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	70,829	$3.0m3.51%	3.51%	Unchanged
8	API GROUP CORP COM STK APG	APG	10,000	$188.1k0.22%	0.22%	New

Sold out since Q3 2022

Security	Ticker	Shares held before	Value then
CARVANA CO CVNA	CVNA	92,688	$1.9m92.7k shares
DRIVE SHACK INC		363,722	$226.0k363.7k shares