Lansing Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Lansing Management LP reported 7 stock positions worth $113.5 million. Its top holding was Ferrari (RACE) at 23.2% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 16.6%) and Api (APG, 14.9%). Compared with Q3 2024, it added to 1 and reduced 6. The biggest buy was Heico Class A (HEI.A, shares +19%) and the biggest sale Zoetis (ZTS, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $113.5M (Q4 2024)
- SEC Filing
- 0001420506-25-000579 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $113.5M
| RACE Ferrari NV | 23.22% | 62,048 | $26.4M | Reduce -5.3% |
| IBKR Interactive Brokers Gro Class A | 16.58% | 106,559 | $18.8M | Reduce -30.5% |
| APG Api Group Corp. | 14.91% | 470,629 | $16.9M | Reduce -11.7% |
| TRU Transunion | 14.89% | 182,369 | $16.9M | Reduce -4.6% |
| HEI.A Heico Corp. Class A | 13.82% | 84,305 | $15.7M | Add +19.2% |
| ROP Roper Technologies Inc. | 13.70% | 29,913 | $15.6M | Reduce -19.6% |
| ZTS Zoetis Inc. | 2.89% | 20,131 | $3.3M | Reduce -73.5% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| HEI.A Heico Corp. Class A | Add +19.2% | 13.82% | +3.51 |
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 |