Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2025-08-14

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)

$145.9m reported value +22.5% vs Q1 2025

8positions

100.0%in top 10

0 new 3 added 2 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

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	$30.4m20.86%	20.86%	Unchanged
2	API GROUP CORP COM STK APG	APG	452,899	$23.1m15.84%	15.84%	Reduced -8.5k	-8,500 -1.8%
3	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	399,736	$22.1m15.18%	15.18%	Unchanged
4	HEICO CORP NEW CL A HEI.A	HEI.A	82,555	$21.4m14.64%	14.64%	Reduced -1.8k	-1,750 -2.1%
5	TRANSUNION COM TRU	TRU	199,569	$17.6m12.03%	12.03%	Added +20.6k	+20,550 11.5%
6	ROPER TECHNOLOGIES INC COM ROP	ROP	29,913	$17.0m11.62%	11.62%	Unchanged
7	MOODYS CORP COM MCO	MCO	18,135	$9.1m6.23%	6.23%	Added +7.5k	+7,535 71.1%
8	ZOETIS INC CL A ZTS	ZTS	33,671	$5.3m3.60%	3.60%	Added +7.3k	+7,340 27.9%