$77 Million is the total value of Lansing Management LP's 9 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CACC | New | CREDIT ACCEP CORP MICH | $12,140,000 | – | 31,800 | +100.0% | 15.76% | – |
| RACE | New | FERRARI N V | $11,424,000 | – | 114,879 | +100.0% | 14.83% | – |
| TRU | New | TRANSUNION | $11,360,000 | – | 200,000 | +100.0% | 14.74% | – |
| MTN | New | VAIL RESORTS INC | $10,619,000 | – | 50,370 | +100.0% | 13.78% | – |
| XPO | New | XPO LOGISTICS INC | $8,522,000 | – | 149,403 | +100.0% | 11.06% | – |
| CMPR | New | CIMPRESS N V | $6,421,000 | – | 62,091 | +100.0% | 8.33% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $6,237,000 | – | 23,400 | +100.0% | 8.10% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $6,143,000 | – | 112,408 | +100.0% | 7.97% | – |
| CVNA | New | CARVANA COcl a | $4,182,000 | – | 127,857 | +100.0% | 5.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.