Lansing Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 7 US equity positions worth $139.7m in its Q3 2024 13F filing. The largest position was RACE at 22.1% of the reported book, followed by IBKR and ROP.
What did Lansing Management LP own in Q3 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RACE FERRARI N V | Consumer Cyclical | 22.1% | $30.8m | 65,538 | – | |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 15.3% | $21.4m | 153,398 | – | |
| 3 | ROP ROPER TECHNOLOGIES INC | Technology | 14.8% | $20.7m | 37,192 | – | |
| 4 | TRU TRANSUNION | Financial Services | 14.3% | $20.0m | 191,089 | – | |
| 5 | APG API GROUP CORP | Industrials | 12.6% | $17.6m | 532,839 | – | |
| 6 | ZTS ZOETIS INC | Healthcare | 10.6% | $14.8m | 75,908 | – | |
| 7 | HEI/A HEICO CORP NEW | 10.3% | $14.4m | 70,700 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.