Lansing Management LP Activity Q4 2018-Q3 2023

Add to watchlist
Q3 2023
 Value Shares↓ Weighting
RACE SellFERRARI N V$32,791,050
-13.9%
110,953
-5.2%
37.47%
-1.7%
ROP SellROPER TECHNOLOGIES INC$20,596,913
-4.6%
42,531
-5.2%
23.53%
+8.9%
TRU SellTRANSUNION$14,418,375
-13.2%
200,841
-5.3%
16.47%
-1.0%
KMX SellCARMAX INC$11,756,882
-19.9%
166,222
-5.2%
13.43%
-8.6%
APG SellAPI GROUP CORP$4,283,273
-9.9%
165,186
-5.2%
4.89%
+2.9%
SellGXO LOGISTICS INCORPORATED$3,676,769
-11.6%
62,690
-5.4%
4.20%
+0.8%
Q2 2023
 Value Shares↓ Weighting
RACE NewFERRARI N V$38,075,587–117,080–38.13%–
ROP NewROPER TECHNOLOGIES INC$21,579,746–44,883–21.61%–
TRU NewTRANSUNION$16,612,931–212,089–16.64%–
KMX NewCARMAX INC$14,682,068–175,413–14.70%–
APG NewAPI GROUP CORP$4,752,010–174,325–4.76%–
NewGXO LOGISTICS INCORPORATED$4,161,448–66,244–4.17%–
Q4 2022
 Value Shares↓ Weighting
DS ExitDRIVE SHACK INC$0–-363,722–-0.28%–
CVNA ExitCARVANA COcl a$0–-92,688–-2.34%–
ExitGXO LOGISTICS INCORPORATED$0–-70,829–-3.08%–
XPO ExitXPO LOGISTICS INC$0–-184,878–-10.22%–
KMX ExitCARMAX INC$0–-186,618–-15.30%–
TRU ExitTRANSUNION$0–-226,284–-16.72%–
ROP ExitROPER TECHNOLOGIES INC$0–-47,778–-21.34%–
RACE ExitFERRARI N V$0–-133,640–-30.71%–
Q3 2022
 Value Shares↓ Weighting
DS SellDRIVE SHACK INC$226,000
-95.8%
363,722
-90.8%
0.28%
-94.9%
Q2 2022
 Value Shares↓ Weighting
RACE NewFERRARI N V$24,520,000–133,640–25.06%–
ROP NewROPER TECHNOLOGIES INC$18,856,000–47,778–19.27%–
TRU NewTRANSUNION$18,100,000–226,284–18.50%–
KMX NewCARMAX INC$16,885,000–186,618–17.26%–
XPO NewXPO LOGISTICS INC$8,904,000–184,878–9.10%–
DS NewDRIVE SHACK INC$5,413,000–3,950,800–5.53%–
NewGXO LOGISTICS INCORPORATED$3,065,000–70,829–3.13%–
CVNA NewCARVANA COcl a$2,093,000–92,688–2.14%–
Q4 2021
 Value Shares↓ Weighting
DS ExitDRIVE SHACK INC$0–-2,672,938–-4.41%–
ExitGXO LOGISTICS INCORPORATED$0–-145,243–-6.68%–
XPO ExitXPO LOGISTICS INC$0–-177,643–-8.30%–
ROP ExitROPER TECHNOLOGIES INC$0–-45,170–-11.82%–
KMX ExitCARMAX INC$0–-168,038–-12.62%–
TRU ExitTRANSUNION$0–-214,375–-14.13%–
RACE ExitFERRARI N V$0–-127,955–-15.70%–
CVNA ExitCARVANA COcl a$0–-148,897–-26.34%–
Q3 2021
 Value Shares↓ Weighting
CVNA BuyCARVANA COcl a$44,898,000
+1.6%
148,897
+1.7%
26.34%
-1.7%
RACE BuyFERRARI N V$26,758,000
+12.3%
127,955
+10.6%
15.70%
+8.7%
TRU SellTRANSUNION$24,076,000
-1.2%
214,375
-3.4%
14.13%
-4.4%
KMX BuyCARMAX INC$21,502,000
+5.7%
168,038
+6.7%
12.62%
+2.3%
ROP BuyROPER TECHNOLOGIES INC$20,152,000
-3.3%
45,170
+1.9%
11.82%
-6.4%
XPO BuyXPO LOGISTICS INC$14,137,000
-43.0%
177,643
+0.1%
8.30%
-44.9%
NewGXO LOGISTICS INCORPORATED$11,393,000–145,243–6.68%–
DS BuyDRIVE SHACK INC$7,511,000
+15.1%
2,672,938
+35.6%
4.41%
+11.4%
Q2 2021
 Value Shares↓ Weighting
CVNA NewCARVANA COcl a$44,187,000–146,402–26.79%–
XPO NewXPO LOGISTICS INC$24,822,000–177,438–15.05%–
TRU NewTRANSUNION$24,368,000–221,910–14.78%–
RACE NewFERRARI N V$23,829,000–115,645–14.45%–
ROP NewROPER TECHNOLOGIES INC$20,842,000–44,325–12.64%–
KMX NewCARMAX INC$20,343,000–157,513–12.34%–
DS NewDRIVE SHACK INC$6,523,000–1,970,713–3.96%–
Q4 2020
 Value Shares↓ Weighting
XPO ExitXPO LOGISTICS INC$0–-173,500–-12.61%–
TRU ExitTRANSUNION$0–-187,644–-13.55%–
KMX ExitCARMAX INC$0–-181,114–-14.29%–
ROP ExitROPER TECHNOLOGIES INC$0–-43,317–-14.69%–
RACE ExitFERRARI N V$0–-100,420–-15.87%–
CVNA ExitCARVANA COcl a$0–-151,370–-28.99%–
Q3 2020
 Value Shares↓ Weighting
CVNA SellCARVANA COcl a$33,765,000
+50.9%
151,370
-18.7%
28.99%
+34.7%
RACE BuyFERRARI N V$18,486,000
+8.3%
100,420
+0.6%
15.87%
-3.4%
ROP BuyROPER TECHNOLOGIES INC$17,115,000
+2.3%
43,317
+0.6%
14.69%
-8.7%
KMX SellCARMAX INC$16,646,000
-6.2%
181,114
-8.6%
14.29%
-16.3%
TRU BuyTRANSUNION$15,786,000
-2.9%
187,644
+0.5%
13.55%
-13.3%
XPO SellXPO LOGISTICS INC$14,689,000
+6.5%
173,500
-2.9%
12.61%
-5.0%
Q2 2020
 Value Shares↓ Weighting
CVNA NewCARVANA COcl a$22,369,000–186,095–21.52%–
KMX NewCARMAX INC$17,744,000–198,150–17.07%–
RACE NewFERRARI N V$17,077,000–99,862–16.42%–
ROP NewROPER TECHNOLOGIES INC$16,724,000–43,074–16.09%–
TRU NewTRANSUNION$16,257,000–186,779–15.64%–
XPO NewXPO LOGISTICS INC$13,796,000–178,591–13.27%–
Q4 2019
 Value Shares↓ Weighting
MTN ExitVAIL RESORTS INC$0–-20,944–-4.92%–
ROP ExitROPER TECHNOLOGIES INC$0–-15,679–-5.77%–
XPO ExitXPO LOGISTICS INC$0–-113,251–-8.36%–
CACC ExitCREDIT ACCEP CORP MICH$0–-19,000–-9.04%–
IBKR ExitINTERACTIVE BROKERS GROUP IN$0–-177,367–-9.84%–
RACE ExitFERRARI N V$0–-83,122–-13.21%–
CVNA ExitCARVANA COcl a$0–-221,140–-15.05%–
KMX ExitCARMAX INC$0–-180,010–-16.34%–
TRU ExitTRANSUNION$0–-209,028–-17.48%–
Q3 2019
 Value Shares↓ Weighting
TRU BuyTRANSUNION$16,954,000
+11.4%
209,028
+1.0%
17.48%
+5.8%
KMX SellCARMAX INC$15,841,000
-8.9%
180,010
-10.1%
16.34%
-13.5%
CVNA BuyCARVANA COcl a$14,595,000
+26.6%
221,140
+20.0%
15.05%
+20.2%
RACE SellFERRARI N V$12,808,000
-14.1%
83,122
-10.0%
13.21%
-18.4%
IBKR BuyINTERACTIVE BROKERS GROUP IN$9,539,000
+22.0%
177,367
+23.0%
9.84%
+15.9%
CACC BuyCREDIT ACCEP CORP MICH$8,765,000
-3.6%
19,000
+1.1%
9.04%
-8.5%
XPO BuyXPO LOGISTICS INC$8,105,000
+24.8%
113,251
+0.8%
8.36%
+18.5%
ROP BuyROPER TECHNOLOGIES INC$5,591,000
+45.1%
15,679
+49.0%
5.77%
+37.8%
MTN SellVAIL RESORTS INC$4,766,000
-17.4%
20,944
-19.0%
4.92%
-21.5%
Q2 2019
 Value Shares↓ Weighting
KMX NewCARMAX INC$17,384,000–200,210–18.88%–
TRU NewTRANSUNION$15,220,000–207,053–16.53%–
RACE NewFERRARI N V$14,903,000–92,322–16.19%–
CVNA NewCARVANA COcl a$11,532,000–184,240–12.52%–
CACC NewCREDIT ACCEP CORP MICH$9,096,000–18,800–9.88%–
IBKR NewINTERACTIVE BROKERS GROUP IN$7,818,000–144,242–8.49%–
XPO NewXPO LOGISTICS INC$6,495,000–112,351–7.05%–
MTN NewVAIL RESORTS INC$5,768,000–25,844–6.26%–
ROP NewROPER TECHNOLOGIES INC$3,853,000–10,521–4.18%–

Compare quarters

Export Lansing Management LP's holdings

CSVXLS