Lansing Management LP
Follow13F filer, CIK 1691908, NEW YORK, NY
Lansing Management LP reported $137,832,874 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003387
- Period
- 2025-09-30
- Reported value
- $138M
- Holdings
- 9
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| APGadded | +133,071 | $4.57M |
| MCOadded | +5,130 | $2.44M |
| COMPnew | +207,600 | $1.67M |
| TRUadded | +7,200 | $603K |
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 | -61,751 | -$4.25M |
| ZTSreduced | -21,116 | -$3.09M |
| RACEreduced | -6,249 | -$3.03M |
| HEI-Areduced | -1,750 | -$445K |
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, Q3 2025
Share positions as resolved from 13F-HR 0001420506-25-003387, largest first. % of portfolio is the value over $137,832,874, 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 | 55,799 | $27.1M | 19.64% | -6,249 | Timeline | ||
| IBKRINTERACTIVE BROKERS GROUP IN | 337,985 | $23.3M | 16.87% | -61,751 | Timeline | ||
| HEI-AHEICO CORP NEW | 80,805 | $20.5M | 14.9% | -1,750 | Timeline | ||
| APGAPI GROUP CORP | 585,970 | $20.1M | 14.61% | +133,071 | Timeline | ||
| TRUTRANSUNION | 206,769 | $17.3M | 12.57% | +7,200 | Timeline | ||
| ROPROPER TECHNOLOGIES INC | 29,913 | $14.9M | 10.82% | 0 | Timeline | ||
| MCOMOODYS CORP | 23,265 | $11.1M | 8.04% | +5,130 | Timeline | ||
| ZTSZOETIS INC | 12,555 | $1.84M | 1.33% | -21,116 | Timeline | ||
| COMPCOMPASS INC | 207,600 | $1.67M | 1.21% | new | Timeline |
How Q3 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 0001420506-25-003387 | base | 2025-11-14 | acceptance time not in the bulk data set |