$98.1 Million is the total value of Lansing Management LP's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVNA | Buy | CARVANA COcl a | $20,761,000 | +42.2% | 225,540 | +2.0% | 21.16% | +40.6% |
| TRU | TRANSUNION | $17,895,000 | +5.6% | 209,028 | 0.0% | 18.24% | +4.3% | |
| KMX | Sell | CARMAX INC | $15,396,000 | -2.8% | 175,610 | -2.4% | 15.69% | -3.9% |
| RACE | FERRARI N V | $13,760,000 | +7.4% | 83,122 | 0.0% | 14.03% | +6.2% | |
| ROP | Buy | ROPER TECHNOLOGIES INC | $12,231,000 | +118.8% | 34,529 | +120.2% | 12.47% | +116.2% |
| XPO | Buy | XPO LOGISTICS INC | $9,975,000 | +23.1% | 125,151 | +10.5% | 10.17% | +21.6% |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $4,990,000 | -47.7% | 107,035 | -39.7% | 5.09% | -48.3% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $3,096,000 | -64.7% | 7,000 | -63.2% | 3.16% | -65.1% |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -20,944 | -100.0% | -4.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.