Lansing Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Lansing Management LP reported 6 stock positions worth $102.9 million. Its top holding was Ferrari (RACE) at 34.9% of the portfolio, followed by Roper Technologies (ROP, 21.2%) and Transunion (TRU, 14.2%). Compared with Q4 2023, it sold out of 1, added to 2 and reduced 4. The biggest buy was Interactive Brokers Gro Class A (IBKR, shares +256%) and the biggest sale an exit from Gxo Logistics (GXO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $102.9M (Q1 2024)
- SEC Filing
- 0001420506-24-001001 ↗ filed May 15, 2024
Holdings Value
Holdings 6 stocks · $102.9M
| RACE Ferrari NV | 34.90% | 82,402 | $35.9M | Reduce -18.0% |
| ROP Roper Technologies Inc. | 21.18% | 38,862 | $21.8M | Reduce -6.2% |
| TRU Transunion | 14.23% | 183,489 | $14.6M | Reduce -6.2% |
| KMX Carmax Inc. | 12.85% | 151,875 | $13.2M | Reduce -6.2% |
| APG Api Group Corp. | 8.42% | 220,704 | $8.7M | Add +37.3% |
| IBKR Interactive Brokers Gro Class A | 8.42% | 77,583 | $8.7M | Add +255.7% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $165.2M | IBKR, HEI.A, APG, RACE, SUNB |
| Q1 2026 | 14 | $150.6M | IBKR, APG, HEI.A, TRU, RACE |
| Q4 2025 | 13 | $150.5M | APG, HEI.A, IBKR, TRU, RACE |
| Q3 2025 | 9 | $137.8M | RACE, IBKR, HEI.A, APG, TRU |
| Q2 2025 | 8 | $145.9M | RACE, APG, IBKR, HEI.A, TRU |
| Q1 2025 | 8 | $119.1M | RACE, HEI.A, ROP, IBKR, APG |
| Q4 2024 | 7 | $113.5M | RACE, IBKR, APG, TRU, HEI.A |
| Q3 2024 | 7 | $139.7M | RACE, IBKR, ROP, TRU, APG |
| Q2 2024 | 5 | $101.0M | RACE, ROP, APG, IBKR, TRU |
| Q1 2024 | 6 | $102.9M | RACE, ROP, TRU, KMX, APG |