Lansing Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 7 US equity positions worth $113.5m in its Q4 2024 13F filing. The largest position was RACE at 23.2% of the reported book, followed by IBKR and APG. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 6 among the top 7 holdings.
What did Lansing Management LP own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RACE FERRARI N V | Consumer Cyclical | 23.2% | $26.4m | 62,048 | -5% | reduced |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 16.6% | $18.8m | 106,559 | -31% | reduced |
| 3 | APG API GROUP CORP | Industrials | 14.9% | $16.9m | 470,629 | -12% | reduced |
| 4 | TRU TRANSUNION | Financial Services | 14.9% | $16.9m | 182,369 | -5% | reduced |
| 5 | HEI/A HEICO CORP NEW | 13.8% | $15.7m | 84,305 | 19% | added | |
| 6 | ROP ROPER TECHNOLOGIES INC | Technology | 13.7% | $15.6m | 29,913 | -20% | reduced |
| 7 | ZTS ZOETIS INC | Healthcare | 2.9% | $3.3m | 20,131 | -73% | reduced |
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.