Lansing Management LP
Follow13F filer, CIK 1691908, NEW YORK, NY
Lansing Management LP reported $119,147,230 across 8 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001220
- Period
- 2025-03-31
- Reported value
- $119M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MCOnew | +10,600 | $4.94M |
| ZTSadded | +6,200 | $1.02M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IBKRreduced | -6,625 | -$1.1M |
| APGreduced | -9,230 | -$330K |
| TRUreduced | -3,350 | -$278K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001420506-25-001220, largest first. % of portfolio is the value over $119,147,230, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| RACEFERRARI N V | 62,048 | $26.5M | 22.28% | 0 | Timeline | ||
| HEI-AHEICO CORP NEW | 84,305 | $17.8M | 14.93% | 0 | Timeline | ||
| ROPROPER TECHNOLOGIES INC | 29,913 | $17.6M | 14.8% | 0 | Timeline | ||
| IBKRINTERACTIVE BROKERS GROUP IN | 99,934 | $16.5M | 13.89% | -6,625 | Timeline | ||
| APGAPI GROUP CORP | 461,399 | $16.5M | 13.85% | -9,230 | Timeline | ||
| TRUTRANSUNION | 179,019 | $14.9M | 12.47% | -3,350 | Timeline | ||
| MCOMOODYS CORP | 10,600 | $4.94M | 4.14% | new | Timeline | ||
| ZTSZOETIS INC | 26,331 | $4.34M | 3.64% | +6,200 | Timeline |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-25-001220 | base | 2025-05-15 | acceptance time not in the bulk data set |