$92.1 Million is the total value of Lansing Management LP's 9 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRU | Sell | TRANSUNION | $15,220,000 | +7.3% | 207,053 | -2.4% | 16.53% | +6.7% |
| RACE | Sell | FERRARI N V | $14,903,000 | +13.5% | 92,322 | -5.9% | 16.19% | +12.8% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $9,096,000 | -28.2% | 18,800 | -33.0% | 9.88% | -28.6% |
| XPO | Sell | XPO LOGISTICS INC | $6,495,000 | -10.7% | 112,351 | -17.0% | 7.05% | -11.2% |
| MTN | Sell | VAIL RESORTS INC | $5,768,000 | -18.7% | 25,844 | -20.8% | 6.26% | -19.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $3,853,000 | -61.1% | 10,521 | -63.7% | 4.18% | -61.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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 | 2024-05-15 |
| 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 |
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.