$97 Million is the total value of Lansing Management LP's 9 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRU | Buy | TRANSUNION | $16,954,000 | +11.4% | 209,028 | +1.0% | 17.48% | +5.8% |
| KMX | Sell | CARMAX INC | $15,841,000 | -8.9% | 180,010 | -10.1% | 16.34% | -13.5% |
| CVNA | Buy | CARVANA COcl a | $14,595,000 | +26.6% | 221,140 | +20.0% | 15.05% | +20.2% |
| RACE | Sell | FERRARI N V | $12,808,000 | -14.1% | 83,122 | -10.0% | 13.21% | -18.4% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $9,539,000 | +22.0% | 177,367 | +23.0% | 9.84% | +15.9% |
| CACC | Buy | CREDIT ACCEP CORP MICH | $8,765,000 | -3.6% | 19,000 | +1.1% | 9.04% | -8.5% |
| XPO | Buy | XPO LOGISTICS INC | $8,105,000 | +24.8% | 113,251 | +0.8% | 8.36% | +18.5% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $5,591,000 | +45.1% | 15,679 | +49.0% | 5.77% | +37.8% |
| MTN | Sell | VAIL RESORTS INC | $4,766,000 | -17.4% | 20,944 | -19.0% | 4.92% | -21.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.