Q2 2023 · 13F-HR
Lansing Management LPholdings as filed
Filed 2023-08-14 · accession 0001420506-23-001683
$99.9M
Reported value
6
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N3167Y103 | RACE | FERRARI N V | $38.1M | 38.1% | 117,080 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $21.6M | 21.6% | 44,883 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $16.6M | 16.6% | 212,089 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $14.7M | 14.7% | 175,413 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $4.8M | 4.76% | 174,325 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $4.2M | 4.17% | 66,244 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.