$87.5 Million is the total value of Lansing Management LP's 6 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RACE | Sell | FERRARI N V | $32,791,050 | -13.9% | 110,953 | -5.2% | 37.47% | -1.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $20,596,913 | -4.6% | 42,531 | -5.2% | 23.53% | +8.9% |
| TRU | Sell | TRANSUNION | $14,418,375 | -13.2% | 200,841 | -5.3% | 16.47% | -1.0% |
| KMX | Sell | CARMAX INC | $11,756,882 | -19.9% | 166,222 | -5.2% | 13.43% | -8.6% |
| APG | Sell | API GROUP CORP | $4,283,273 | -9.9% | 165,186 | -5.2% | 4.89% | +2.9% |
| Sell | GXO LOGISTICS INCORPORATED | $3,676,769 | -11.6% | 62,690 | -5.4% | 4.20% | +0.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FERRARI N V | 20 | Q3 2023 | 38.1% |
| TRANSUNION | 20 | Q3 2023 | 18.5% |
| ROPER TECHNOLOGIES INC | 20 | Q3 2023 | 24.0% |
| CARMAX INC | 19 | Q3 2023 | 18.9% |
| XPO LOGISTICS INC | 18 | Q1 2023 | 15.3% |
| CARVANA CO | 16 | Q3 2022 | 29.0% |
| GXO LOGISTICS INCORPORATED | 9 | Q3 2023 | 6.7% |
| DRIVE SHACK INC | 6 | Q3 2022 | 5.5% |
| CREDIT ACCEP CORP MICH | 5 | Q4 2019 | 15.8% |
| INTERACTIVE BROKERS GROUP IN | 5 | Q4 2019 | 9.8% |
View Lansing Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR/A | 2022-02-15 |
| 13F-HR | 2022-02-14 |
View Lansing Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.