$137 Million is the total value of Lansing Management LP's 8 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RACE | Buy | FERRARI N V | $29,146,000 | -12.0% | 133,640 | +4.4% | 21.23% | +6.3% |
| TRU | Buy | TRANSUNION | $23,384,000 | -8.0% | 226,284 | +5.6% | 17.04% | +11.1% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $22,562,000 | +1.6% | 47,778 | +5.8% | 16.44% | +22.6% |
| CVNA | Buy | CARVANA COcl a | $20,051,000 | -41.9% | 168,088 | +12.9% | 14.61% | -29.8% |
| KMX | Buy | CARMAX INC | $18,005,000 | -22.6% | 186,618 | +4.5% | 13.12% | -6.5% |
| XPO | Buy | XPO LOGISTICS INC | $13,459,000 | -2.2% | 184,878 | +4.1% | 9.80% | +18.2% |
| DS | Buy | DRIVE SHACK INC | $5,772,000 | +24.9% | 3,748,000 | +16.0% | 4.20% | +50.9% |
| Sell | GXO LOGISTICS INCORPORATED | $4,889,000 | -44.9% | 68,529 | -29.8% | 3.56% | -33.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.