Lansing Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Lansing Management LP reported 9 stock positions worth $137.8 million. Its top holding was Ferrari (RACE) at 19.6% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 16.9%) and Heico Class A (HEI.A, 14.9%). Compared with Q2 2025, it opened 1 new position, added to 2 and reduced 5. The biggest buy was Moody's (MCO, shares +28%) and the biggest sale Zoetis (ZTS, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $137.8M (Q3 2025)
- SEC Filing
- 0001420506-25-003387 ↗ filed Nov 14, 2025
Holdings Value
Holdings 9 stocks · $137.8M
| RACE Ferrari NV | 19.64% | 55,799 | $27.1M | Reduce -10.1% |
| IBKR Interactive Brokers Gro Class A | 16.87% | 337,985 | $23.3M | Reduce -15.4% |
| HEI.A Heico Corp. Class A | 14.90% | 80,805 | $20.5M | Reduce -2.1% |
| APG Api Group Corp. | 14.61% | 585,970 | $20.1M | Reduce -13.8% |
| TRU Transunion | 12.57% | 206,769 | $17.3M | Add +3.6% |
| ROP Roper Technologies Inc. | 10.82% | 29,913 | $14.9M | No change |
| MCO Moody's Corp. | 8.04% | 23,265 | $11.1M | Add +28.3% |
| ZTS Zoetis Inc. | 1.33% | 12,555 | $1.8M | Reduce -62.7% |
| COMP Compass Inc. Class A | 1.21% | 207,600 | $1.7M | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |