Q3 2023 · 13F-HR
Lansing Management LPholdings as filed
Filed 2023-11-14 · accession 0001420506-23-002189
$87.5M
Reported value
6
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N3167Y103 | RACE | FERRARI N V | $32.8M | 37.5% | 110,953 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $20.6M | 23.5% | 42,531 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $14.4M | 16.5% | 200,841 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $11.8M | 13.4% | 166,222 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $4.3M | 4.89% | 165,186 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $3.7M | 4.20% | 62,690 | 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.