Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2024-08-14

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)

$101.0m reported value -1.9% vs Q1 2024

5positions

100.0%in top 10

0 new 3 added 1 reduced 1 sold out vs Q1 2024

Holdings, Q2 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	68,348	$27.9m27.64%	27.64%	Reduced -14.1k	-14,054 -17.1%
2	ROPER TECHNOLOGIES INC COM ROP	ROP	38,862	$21.9m21.69%	21.69%	Unchanged
3	API GROUP CORP COM STK APG	APG	497,639	$18.7m18.55%	18.55%	Added +276.9k	+276,935 125.5%
4	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	148,898	$18.3m18.08%	18.08%	Added +71.3k	+71,315 91.9%
5	TRANSUNION COM TRU	TRU	191,089	$14.2m14.04%	14.04%	Added +7.6k	+7,600 4.1%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
CARMAX INC KMX	KMX	151,875	$13.2m151.9k shares