Lansing Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Lansing Management LP reported 8 stock positions worth $119.1 million. Its top holding was Ferrari (RACE) at 22.3% of the portfolio, followed by Heico Class A (HEI.A, 14.9%) and Roper Technologies (ROP, 14.8%). Compared with Q4 2024, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Moody's (MCO) and the biggest sale Interactive Brokers Gro Class A (IBKR, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $119.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001220 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $119.1M
| RACE Ferrari NV | 22.28% | 62,048 | $26.5M | No change |
| HEI.A Heico Corp. Class A | 14.93% | 84,305 | $17.8M | No change |
| ROP Roper Technologies Inc. | 14.80% | 29,913 | $17.6M | No change |
| IBKR Interactive Brokers Gro Class A | 13.89% | 99,934 | $16.5M | Reduce -6.2% |
| APG Api Group Corp. | 13.85% | 461,399 | $16.5M | Reduce -2.0% |
| TRU Transunion | 12.47% | 179,019 | $14.9M | Reduce -1.8% |
| MCO Moody's Corp. | 4.14% | 10,600 | $4.9M | New |
| ZTS Zoetis Inc. | 3.64% | 26,331 | $4.3M | Add +30.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |