$68.5 Million is the total value of Lansing Management LP's 6 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RACE | Buy | FERRARI N V | $14,301,000 | +3.9% | 93,732 | +12.8% | 20.89% | +48.9% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $12,828,000 | +4.9% | 41,139 | +19.1% | 18.74% | +50.3% |
| TRU | Sell | TRANSUNION | $12,112,000 | -32.3% | 183,009 | -12.4% | 17.69% | -3.0% |
| CVNA | Sell | CARVANA COcl a | $12,066,000 | -41.9% | 219,020 | -2.9% | 17.62% | -16.7% |
| KMX | Sell | CARMAX INC | $8,659,000 | -43.8% | 160,850 | -8.4% | 12.65% | -19.4% |
| XPO | Buy | XPO LOGISTICS INC | $8,497,000 | -14.8% | 174,291 | +39.3% | 12.41% | +22.1% |
| CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -7,000 | -100.0% | -3.16% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -107,035 | -100.0% | -5.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.