Lansing Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 8 US equity positions worth $119.1m in its Q1 2025 13F filing. The largest position was RACE at 22.3% of the reported book, followed by HEI/A and ROP. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 3 among the top 8 holdings.
What did Lansing Management LP own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RACE FERRARI N V | Consumer Cyclical | 22.3% | $26.5m | 62,048 | 0% | held |
| 2 | HEI/A HEICO CORP NEW | 14.9% | $17.8m | 84,305 | 0% | held | |
| 3 | ROP ROPER TECHNOLOGIES INC | Technology | 14.8% | $17.6m | 29,913 | 0% | held |
| 4 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 13.9% | $16.5m | 99,934 | -6% | reduced |
| 5 | APG API GROUP CORP | Industrials | 13.8% | $16.5m | 461,399 | -2% | reduced |
| 6 | TRU TRANSUNION | Financial Services | 12.5% | $14.9m | 179,019 | -2% | reduced |
| 7 | MCO MOODYS CORP | Financial Services | 4.1% | $4.9m | 10,600 | – | new |
| 8 | ZTS ZOETIS INC | Healthcare | 3.6% | $4.3m | 26,331 | 31% | added |
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.