$165 Million is the total value of Lansing Management LP's 7 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVNA | Buy | CARVANA COcl a | $44,187,000 | +15.7% | 146,402 | +0.6% | 26.79% | -0.0% |
| XPO | Buy | XPO LOGISTICS INC | $24,822,000 | +14.0% | 177,438 | +0.4% | 15.05% | -1.5% |
| TRU | Buy | TRANSUNION | $24,368,000 | +22.6% | 221,910 | +0.5% | 14.78% | +6.0% |
| RACE | Buy | FERRARI N V | $23,829,000 | -1.1% | 115,645 | +0.4% | 14.45% | -14.5% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $20,842,000 | +17.1% | 44,325 | +0.5% | 12.64% | +1.2% |
| KMX | Buy | CARMAX INC | $20,343,000 | -2.2% | 157,513 | +0.4% | 12.34% | -15.5% |
| DS | New | DRIVE SHACK INC | $6,523,000 | – | 1,970,713 | +100.0% | 3.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.