Lansing Management LP
Follow13F filer, CIK 1691908, NEW YORK, NY
Lansing Management LP reported $145,945,692 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-002044
- Period
- 2025-06-30
- Reported value
- $146M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IBKRadded | +299,802 | $16.6M |
| MCOadded | +7,535 | $3.78M |
| TRUadded | +20,550 | $1.81M |
| ZTSadded | +7,340 | $1.14M |
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 |
|---|---|---|
| HEI-Areduced | -1,750 | -$453K |
| APGreduced | -8,500 | -$434K |
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, Q2 2025
Share positions as resolved from 13F-HR 0001420506-25-002044, largest first. % of portfolio is the value over $145,945,692, 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 | $30.4M | 20.86% | 0 | Timeline | ||
| APGAPI GROUP CORP | 452,899 | $23.1M | 15.84% | -8,500 | Timeline | ||
| IBKRINTERACTIVE BROKERS GROUP IN | 399,736 | $22.1M | 15.18% | +299,802 | Timeline | ||
| HEI-AHEICO CORP NEW | 82,555 | $21.4M | 14.64% | -1,750 | Timeline | ||
| TRUTRANSUNION | 199,569 | $17.6M | 12.03% | +20,550 | Timeline | ||
| ROPROPER TECHNOLOGIES INC | 29,913 | $17M | 11.62% | 0 | Timeline | ||
| MCOMOODYS CORP | 18,135 | $9.1M | 6.23% | +7,535 | Timeline | ||
| ZTSZOETIS INC | 33,671 | $5.25M | 3.6% | +7,340 | Timeline |
How Q2 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 0001420506-25-002044 | base | 2025-08-14 | acceptance time not in the bulk data set |