$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 | ||||||
---|---|---|---|---|---|---|---|---|
KMX | Sell | CARMAX INC | $15,841,000 | -8.9% | 180,010 | -10.1% | 16.34% | -13.5% |
RACE | Sell | FERRARI N V | $12,808,000 | -14.1% | 83,122 | -10.0% | 13.21% | -18.4% |
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.