13F HOLDINGS REPORT
Lansing Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001683
Total Value
$99.9M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FERRARI N V | RACE | 117,080 | $38.1M | 38.13% |
| 2 | ROPER TECHNOLOGIES INC | ROP | 44,883 | $21.6M | 21.61% |
| 3 | TRANSUNION | TRU | 212,089 | $16.6M | 16.64% |
| 4 | CARMAX INC | KMX | 175,413 | $14.7M | 14.70% |
| 5 | API GROUP CORP | APG | 174,325 | $4.8M | 4.76% |
| 6 | GXO LOGISTICS INCORPORATED | GXO | 66,244 | $4.2M | 4.17% |