Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2024-02-14

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)

$93.5m reported value +6.9% vs Q3 2023

7positions

100.0%in top 10

1 new 0 added 6 reduced 0 sold out vs Q3 2023

Holdings, Q4 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	100,451	$34.0m36.34%	36.34%	Reduced -10.5k	-10,502 -9.5%
2	ROPER TECHNOLOGIES INC COM ROP	ROP	41,414	$22.6m24.14%	24.14%	Reduced -1.1k	-1,117 -2.6%
3	TRANSUNION COM TRU	TRU	195,552	$13.4m14.36%	14.36%	Reduced -5.3k	-5,289 -2.6%
4	CARMAX INC COM KMX	KMX	161,855	$12.4m13.28%	13.28%	Reduced -4.4k	-4,367 -2.6%
5	API GROUP CORP COM STK APG	APG	160,787	$5.6m5.95%	5.95%	Reduced -4.4k	-4,399 -2.7%
6	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	61,101	$3.7m4.00%	4.00%	Reduced -1.6k	-1,589 -2.5%
7	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	21,812	$1.8m1.93%	1.93%	New