13F HOLDINGS REPORT
Lansing Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002189
Total Value
$87.5M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FERRARI N V | RACE | 110,953 | $32.8M | 37.47% |
| 2 | ROPER TECHNOLOGIES INC | ROP | 42,531 | $20.6M | 23.53% |
| 3 | TRANSUNION | TRU | 200,841 | $14.4M | 16.47% |
| 4 | CARMAX INC | KMX | 166,222 | $11.8M | 13.43% |
| 5 | API GROUP CORP | APG | 165,186 | $4.3M | 4.89% |
| 6 | GXO LOGISTICS INCORPORATED | GXO | 62,690 | $3.7M | 4.20% |