Lansing Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Lansing Management LP reported 7 stock positions worth $139.7 million. Its top holding was Ferrari (RACE) at 22.1% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 15.3%) and Roper Technologies (ROP, 14.8%). Compared with Q2 2024, it opened 2 new positions, added to 2 and reduced 2. The biggest buy was a new position in Zoetis (ZTS) and the biggest sale Roper Technologies (ROP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $139.7M (Q3 2024)
- SEC Filing
- 0001420506-24-002456 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $139.7M
| RACE Ferrari NV | 22.05% | 65,538 | $30.8M | Reduce -4.1% |
| IBKR Interactive Brokers Gro Class A | 15.30% | 153,398 | $21.4M | Add +3.0% |
| ROP Roper Technologies Inc. | 14.81% | 37,192 | $20.7M | Reduce -4.3% |
| TRU Transunion | 14.32% | 191,089 | $20.0M | No change |
| APG Api Group Corp. | 12.59% | 532,839 | $17.6M | Add +7.1% |
| ZTS Zoetis Inc. | 10.61% | 75,908 | $14.8M | New |
| HEI.A Heico Corp. Class A | 10.31% | 70,700 | $14.4M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 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 |