Q3 2025 · 13F-HR
Lansing Management LPholdings as filed
Filed 2025-11-14 · accession 0001420506-25-003387
$137.8M
Reported value
9
Positions
2025-09-30
Period end
The Brief · Lansing Management LP · Q3 2025
AI · grounded in 13F
Lansing Management LP established a new position in FERRARI N V valued at $27.1M. The fund also initiated new stakes in IBKR for $23.3M and HEI/A for $20.5M. Additional new positions include APG at $20.1M, TRU at $17.3M, and ROP at $14.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N3167Y103 | RACE | FERRARI N V | $27.1M | 19.6% | 55,799 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $23.3M | 16.9% | 337,985 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $20.5M | 14.9% | 80,805 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $20.1M | 14.6% | 585,970 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $17.3M | 12.6% | 206,769 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $14.9M | 10.8% | 29,913 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $11.1M | 8.04% | 23,265 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.8M | 1.33% | 12,555 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $1.7M | 1.21% | 207,600 | 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.