Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2025-02-14

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)

$113.5m reported value -18.7% vs Q3 2024

7positions

100.0%in top 10

0 new 1 added 6 reduced 0 sold out vs Q3 2024

Holdings, Q4 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	62,048	$26.4m23.22%	23.22%	Reduced -3.5k	-3,490 -5.3%
2	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	106,559	$18.8m16.58%	16.58%	Reduced -46.8k	-46,839 -30.5%
3	API GROUP CORP COM STK APG	APG	470,629	$16.9m14.91%	14.91%	Reduced -62.2k	-62,210 -11.7%
4	TRANSUNION COM TRU	TRU	182,369	$16.9m14.89%	14.89%	Reduced -8.7k	-8,720 -4.6%
5	HEICO CORP NEW CL A HEI.A	HEI.A	84,305	$15.7m13.82%	13.82%	Added +13.6k	+13,605 19.2%
6	ROPER TECHNOLOGIES INC COM ROP	ROP	29,913	$15.6m13.70%	13.70%	Reduced -7.3k	-7,279 -19.6%
7	ZOETIS INC CL A ZTS	ZTS	20,131	$3.3m2.89%	2.89%	Reduced -55.8k	-55,777 -73.5%