$97.8 Million is the total value of Lansing Management LP's 8 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RACE | FERRARI N V | $24,520,000 | -15.9% | 133,640 | 0.0% | 25.06% | +18.0% | |
| ROP | ROPER TECHNOLOGIES INC | $18,856,000 | -16.4% | 47,778 | 0.0% | 19.27% | +17.3% | |
| TRU | TRANSUNION | $18,100,000 | -22.6% | 226,284 | 0.0% | 18.50% | +8.6% | |
| KMX | CARMAX INC | $16,885,000 | -6.2% | 186,618 | 0.0% | 17.26% | +31.6% | |
| XPO | XPO LOGISTICS INC | $8,904,000 | -33.8% | 184,878 | 0.0% | 9.10% | -7.2% | |
| DS | Buy | DRIVE SHACK INC | $5,413,000 | -6.2% | 3,950,800 | +5.4% | 5.53% | +31.6% |
| Buy | GXO LOGISTICS INCORPORATED | $3,065,000 | -37.3% | 70,829 | +3.4% | 3.13% | -12.0% | |
| CVNA | Sell | CARVANA COcl a | $2,093,000 | -89.6% | 92,688 | -44.9% | 2.14% | -85.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.