$80.5 Million is the total value of Lansing Management LP's 8 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RACE | FERRARI N V | $24,723,000 | +0.8% | 133,640 | 0.0% | 30.71% | +22.5% | |
| ROP | ROPER TECHNOLOGIES INC | $17,183,000 | -8.9% | 47,778 | 0.0% | 21.34% | +10.7% | |
| TRU | TRANSUNION | $13,462,000 | -25.6% | 226,284 | 0.0% | 16.72% | -9.6% | |
| KMX | CARMAX INC | $12,321,000 | -27.0% | 186,618 | 0.0% | 15.30% | -11.3% | |
| XPO | XPO LOGISTICS INC | $8,231,000 | -7.6% | 184,878 | 0.0% | 10.22% | +12.3% | |
| GXO LOGISTICS INCORPORATED | $2,483,000 | -19.0% | 70,829 | 0.0% | 3.08% | -1.6% | ||
| CVNA | CARVANA COcl a | $1,882,000 | -10.1% | 92,688 | 0.0% | 2.34% | +9.3% | |
| DS | Sell | DRIVE SHACK INC | $226,000 | -95.8% | 363,722 | -90.8% | 0.28% | -94.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.