$170 Million is the total value of Lansing Management LP's 8 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVNA | Buy | CARVANA COcl a | $44,898,000 | +1.6% | 148,897 | +1.7% | 26.34% | -1.7% |
| RACE | Buy | FERRARI N V | $26,758,000 | +12.3% | 127,955 | +10.6% | 15.70% | +8.7% |
| TRU | Sell | TRANSUNION | $24,076,000 | -1.2% | 214,375 | -3.4% | 14.13% | -4.4% |
| KMX | Buy | CARMAX INC | $21,502,000 | +5.7% | 168,038 | +6.7% | 12.62% | +2.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $20,152,000 | -3.3% | 45,170 | +1.9% | 11.82% | -6.4% |
| XPO | Buy | XPO LOGISTICS INC | $14,137,000 | -43.0% | 177,643 | +0.1% | 8.30% | -44.9% |
| New | GXO LOGISTICS INCORPORATED | $11,393,000 | – | 145,243 | +100.0% | 6.68% | – | |
| DS | Buy | DRIVE SHACK INC | $7,511,000 | +15.1% | 2,672,938 | +35.6% | 4.41% | +11.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.