Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2023-11-14

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)

Others nearbyNew York, NY

$87.5m reported value -12.4% vs Q2 2023

6positions

100.0%in top 10

0 new 0 added 6 reduced 0 sold out vs Q2 2023

Holdings, Q3 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	110,953	$32.8m37.47%	37.47%	Reduced -6.1k	-6,127 -5.2%
2	ROPER TECHNOLOGIES INC COM ROP	ROP	42,531	$20.6m23.53%	23.53%	Reduced -2.4k	-2,352 -5.2%
3	TRANSUNION COM TRU	TRU	200,841	$14.4m16.47%	16.47%	Reduced -11.2k	-11,248 -5.3%
4	CARMAX INC COM KMX	KMX	166,222	$11.8m13.43%	13.43%	Reduced -9.2k	-9,191 -5.2%
5	API GROUP CORP COM STK APG	APG	165,186	$4.3m4.89%	4.89%	Reduced -9.1k	-9,139 -5.2%
6	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	62,690	$3.7m4.20%	4.20%	Reduced -3.6k	-3,554 -5.4%