Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2023-08-14

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)

$99.9m reported value +5.2% vs Q1 2023

6positions

100.0%in top 10

0 new 0 added 6 reduced 1 sold out vs Q1 2023

Holdings, Q2 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	117,080	$38.1m38.13%	38.13%	Reduced -8.1k	-8,075 -6.5%
2	ROPER TECHNOLOGIES INC COM ROP	ROP	44,883	$21.6m21.61%	21.61%	Reduced -3.1k	-3,100 -6.5%
3	TRANSUNION COM TRU	TRU	212,089	$16.6m16.64%	16.64%	Reduced -15.1k	-15,100 -6.7%
4	CARMAX INC COM KMX	KMX	175,413	$14.7m14.70%	14.70%	Reduced -12.1k	-12,120 -6.5%
5	API GROUP CORP COM STK APG	APG	174,325	$4.8m4.76%	4.76%	Reduced -12.1k	-12,125 -6.5%
6	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	66,244	$4.2m4.17%	4.17%	Reduced -4.6k	-4,585 -6.5%

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
XPO INC XPO	XPO	185,818	$5.9m185.8k shares