Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2024-05-15

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)

$102.9m reported value +10.0% vs Q4 2023

6positions

100.0%in top 10

0 new 2 added 4 reduced 1 sold out vs Q4 2023

Holdings, Q1 2024

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	82,402	$35.9m34.90%	34.90%	Reduced -18.0k	-18,049 -18.0%
2	ROPER TECHNOLOGIES INC COM ROP	ROP	38,862	$21.8m21.18%	21.18%	Reduced -2.6k	-2,552 -6.2%
3	TRANSUNION COM TRU	TRU	183,489	$14.6m14.23%	14.23%	Reduced -12.1k	-12,063 -6.2%
4	CARMAX INC COM KMX	KMX	151,875	$13.2m12.85%	12.85%	Reduced -10.0k	-9,980 -6.2%
5	API GROUP CORP COM STK APG	APG	220,704	$8.7m8.42%	8.42%	Added +59.9k	+59,917 37.3%
6	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	77,583	$8.7m8.42%	8.42%	Added +55.8k	+55,771 255.7%

Sold out since Q4 2023

Security	Ticker	Shares held before	Value then
GXO LOGISTICS INCORPORATED GXO	GXO	61,101	$3.7m61.1k shares