Latest Lansing Management LP Stock Portfolio
$93.54Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Lansing Management LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Lansing Management LP reported an equity portfolio of $102.9 Millions as of 31 Mar, 2024.
The top stock holdings of Lansing Management LP are RACE, ROP, TRU. The fund has invested 34.9% of it's portfolio in FERRARI N V and 21.2% of portfolio in ROPER TECHNOLOGIES INC.
The fund managers got completely rid off GXO LOGISTICS INCORPORATED (GXO) stocks. They significantly reduced their stock positions in FERRARI N V (RACE), TRANSUNION (TRU) and CARMAX INC (KMX). The fund showed a lot of confidence in some stocks as they added substantially to INTERACTIVE BROKERS GROUP IN (IBKR) and API GROUP CORP (APG).
The top stock holdings of Lansing Management LP are RACE, ROP, TRU. The fund has invested 34.9% of it's portfolio in FERRARI N V and 21.2% of portfolio in ROPER TECHNOLOGIES INC.
The fund managers got completely rid off GXO LOGISTICS INCORPORATED (GXO) stocks. They significantly reduced their stock positions in FERRARI N V (RACE), TRANSUNION (TRU) and CARMAX INC (KMX). The fund showed a lot of confidence in some stocks as they added substantially to INTERACTIVE BROKERS GROUP IN (IBKR) and API GROUP CORP (APG).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| INTERACTIVE BROKERS GROUP IN | 255 |
| API GROUP CORP | 37.26 |
Additions to existing portfolio by Lansing Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| FERRARI N V | -17.97 |
| CARMAX INC | -6.17 |
| TRANSUNION | -6.17 |
| ROPER TECHNOLOGIES INC | -6.16 |
Lansing Management LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| GXO LOGISTICS INCORPORATED | -3,736,940 |
Lansing Management LP got rid off the above stocks
Current Stock Holdings of Lansing Management LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | 8.42 | 220,704 | 8,667,050 | ADDED | 37.26 | |
| GXO | GXO LOGISTICS INCORPORATED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 8.42 | 77,583 | 8,666,800 | ADDED | 255 | |
| KMX | CARMAX INC | 12.85 | 151,875 | 13,229,800 | REDUCED | -6.17 | |
| RACE | FERRARI N V | 34.90 | 82,402 | 35,922,300 | REDUCED | -17.97 | |
| ROP | ROPER TECHNOLOGIES INC | 21.18 | 38,862 | 21,795,400 | REDUCED | -6.16 | |
| TRU | TRANSUNION | 14.23 | 183,489 | 14,642,400 | REDUCED | -6.17 |