Q4 2023 · 13F-HR
Lansing Management LPholdings as filed
Filed 2024-02-14 · accession 0001420506-24-000481
$93.5M
Reported value
7
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N3167Y103 | RACE | FERRARI N V | $34.0M | 36.3% | 100,451 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $22.6M | 24.1% | 41,414 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $13.4M | 14.4% | 195,552 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $12.4M | 13.3% | 161,855 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $5.6M | 5.95% | 160,787 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $3.7M | 4.00% | 61,101 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $1.8M | 1.93% | 21,812 | 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.