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Lansing Management LP

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,538 shares; 2024Q4: 62,048 shares; 2025Q1: 62,048 shares; 2025Q2: 62,048 shares 62,048$30.4M20.86%0Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,839 shares; 2024Q4: 470,629 shares; 2025Q1: 461,399 shares; 2025Q2: 452,899 shares 452,899$23.1M15.84%-8,500Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,398 shares; 2024Q4: 106,559 shares; 2025Q1: 99,934 shares; 2025Q2: 399,736 shares 399,736$22.1M15.18%+299,802Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 84,305 shares; 2025Q1: 84,305 shares; 2025Q2: 82,555 shares 82,555$21.4M14.64%-1,750Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,089 shares; 2024Q4: 182,369 shares; 2025Q1: 179,019 shares; 2025Q2: 199,569 shares 199,569$17.6M12.03%+20,550Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,192 shares; 2024Q4: 29,913 shares; 2025Q1: 29,913 shares; 2025Q2: 29,913 shares 29,913$17M11.62%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 18,135 shares 18,135$9.1M6.23%+7,535Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,908 shares; 2024Q4: 20,131 shares; 2025Q1: 26,331 shares; 2025Q2: 33,671 shares 33,671$5.25M3.6%+7,340Timeline

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-002044 base2025-08-14acceptance time not in the bulk data set