Lansing Management LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Lansing Management LP reported 5 stock positions worth $101.0 million. Its top holding was Ferrari (RACE) at 27.6% of the portfolio, followed by Roper Technologies (ROP, 21.7%) and Api (APG, 18.5%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 1. The biggest buy was Api (APG, shares +125%) and the biggest sale an exit from Carmax (KMX).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001691908
Portfolio Value
$101.0M (Q2 2024)
SEC Filing
0001420506-24-001474 ↗ filed Aug 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $102.9M Q1 2024 Q2 2024: $101.0M $101.0M Q2 2024 Q3 2024: $139.7M Q3 2024 Q4 2024: $113.5M Q4 2024 Q1 2025: $119.1M Q1 2025 Q2 2025: $145.9M Q2 2025 Q3 2025: $137.8M Q3 2025 Q4 2025: $150.5M Q4 2025 Q1 2026: $150.6M Q1 2026 Q2 2026: $165.2M Q2 2026

Holdings 5 stocks · $101.0M
RACE Ferrari NV 27.64% 68,348 $27.9M Reduce -17.1%
ROP Roper Technologies Inc. 21.69% 38,862 $21.9M No change
APG Api Group Corp. 18.55% 497,639 $18.7M Add +125.5%
IBKR Interactive Brokers Gro Class A 18.08% 148,898 $18.3M Add +91.9%
TRU Transunion 14.04% 191,089 $14.2M Add +4.1%

Portfolio Sells Q1 2024 → Q2 2024
KMX Carmax Inc. Sold out 0.00% −12.85
RACE Ferrari NV Reduce -17.1% 27.64% −7.26

Portfolio Buys Q1 2024 → Q2 2024
APG Api Group Corp. Add +125.5% 18.55% +10.13
IBKR Interactive Brokers Gro Class A Add +91.9% 18.08% +9.66
TRU Transunion Add +4.1% 14.04% −0.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$165.2MIBKR, HEI.A, APG, RACE, SUNB
Q1 2026 14$150.6MIBKR, APG, HEI.A, TRU, RACE
Q4 2025 13$150.5MAPG, HEI.A, IBKR, TRU, RACE
Q3 2025 9$137.8MRACE, IBKR, HEI.A, APG, TRU
Q2 2025 8$145.9MRACE, APG, IBKR, HEI.A, TRU
Q1 2025 8$119.1MRACE, HEI.A, ROP, IBKR, APG
Q4 2024 7$113.5MRACE, IBKR, APG, TRU, HEI.A
Q3 2024 7$139.7MRACE, IBKR, ROP, TRU, APG
Q2 2024 5$101.0MRACE, ROP, APG, IBKR, TRU
Q1 2024 6$102.9MRACE, ROP, TRU, KMX, APG