$116 Million is the total value of Lansing Management LP's 6 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVNA | Sell | CARVANA COcl a | $33,765,000 | +50.9% | 151,370 | -18.7% | 28.99% | +34.7% |
| RACE | Buy | FERRARI N V | $18,486,000 | +8.3% | 100,420 | +0.6% | 15.87% | -3.4% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $17,115,000 | +2.3% | 43,317 | +0.6% | 14.69% | -8.7% |
| KMX | Sell | CARMAX INC | $16,646,000 | -6.2% | 181,114 | -8.6% | 14.29% | -16.3% |
| TRU | Buy | TRANSUNION | $15,786,000 | -2.9% | 187,644 | +0.5% | 13.55% | -13.3% |
| XPO | Sell | XPO LOGISTICS INC | $14,689,000 | +6.5% | 173,500 | -2.9% | 12.61% | -5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.