$166 Million is the total value of Lansing Management LP's 8 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA COcl a | $34,513,000 | -23.1% | 148,897 | 0.0% | 20.82% | -21.0% | |
| RACE | FERRARI N V | $33,117,000 | +23.8% | 127,955 | 0.0% | 19.98% | +27.2% | |
| TRU | TRANSUNION | $25,421,000 | +5.6% | 214,375 | 0.0% | 15.34% | +8.6% | |
| KMX | Buy | CARMAX INC | $23,264,000 | +8.2% | 178,638 | +6.3% | 14.03% | +11.2% |
| ROP | ROPER TECHNOLOGIES INC | $22,217,000 | +10.2% | 45,170 | 0.0% | 13.40% | +13.3% | |
| XPO | XPO LOGISTICS INC | $13,755,000 | -2.7% | 177,643 | 0.0% | 8.30% | +0.0% | |
| Sell | GXO LOGISTICS INCORPORATED | $8,868,000 | -22.2% | 97,637 | -32.8% | 5.35% | -20.0% | |
| DS | Buy | DRIVE SHACK INC | $4,620,000 | -38.5% | 3,230,538 | +20.9% | 2.79% | -36.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-02-15
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.