13F HOLDINGS REPORT
Lansing Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001150
Total Value
$94.9M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FERRARI N V | RACE | 125,155 | $33.9M | 35.72% |
| 2 | ROPER TECHNOLOGIES INC | ROP | 47,983 | $21.1M | 22.28% |
| 3 | TRANSUNION | TRU | 227,189 | $14.1M | 14.87% |
| 4 | CARMAX INC | KMX | 187,533 | $12.1M | 12.70% |
| 5 | XPO INC | XPO | 185,818 | $5.9M | 6.24% |
| 6 | API GROUP CORP | APG | 186,450 | $4.2M | 4.42% |
| 7 | GXO LOGISTICS INCORPORATED | GXO | 70,829 | $3.6M | 3.77% |