13F HOLDINGS REPORT
Lansing Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000680
Total Value
$86.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FERRARI N V | RACE | 133,640 | $28.6M | 33.28% |
| 2 | ROPER TECHNOLOGIES INC | ROP | 47,778 | $20.6M | 24.00% |
| 3 | TRANSUNION | TRU | 226,284 | $12.8M | 14.93% |
| 4 | CARMAX INC | KMX | 186,618 | $11.4M | 13.21% |
| 5 | XPO INC | XPO | 184,878 | $6.2M | 7.15% |
| 6 | RXO INC | RXO | 184,878 | $3.2M | 3.70% |
| 7 | GXO LOGISTICS INCORPORATED | GXO | 70,829 | $3.0M | 3.51% |
| 8 | API GROUP CORP | APG | 10,000 | $188,100 | 0.22% |