Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2023-05-15

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)

Others nearbyNew York, NY

$94.9m reported value +10.3% vs Q4 2022

7positions

100.0%in top 10

0 new 5 added 1 reduced 1 sold out vs Q4 2022

Holdings, Q1 2023

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FERRARI N V COM RACE	RACE	125,155	$33.9m35.72%	35.72%	Reduced -8.5k	-8,485 -6.3%
2	ROPER TECHNOLOGIES INC COM ROP	ROP	47,983	$21.1m22.28%	22.28%	Added +205	+205 0.4%
3	TRANSUNION COM TRU	TRU	227,189	$14.1m14.87%	14.87%	Added +905	+905 0.4%
4	CARMAX INC COM KMX	KMX	187,533	$12.1m12.70%	12.70%	Added +915	+915 0.5%
5	XPO INC COM XPO	XPO	185,818	$5.9m6.24%	6.24%	Added +940	+940 0.5%
6	API GROUP CORP COM STK APG	APG	186,450	$4.2m4.42%	4.42%	Added +176.4k	+176,450 1764.5%
7	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	70,829	$3.6m3.77%	3.77%	Unchanged

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
RXO INC RXO	RXO	184,878	$3.2m184.9k shares