Lansing Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 8 US equity positions worth $145.9m in its Q2 2025 13F filing. The largest position was RACE at 20.9% of the reported book, followed by APG and IBKR. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 2 among the top 8 holdings.
What did Lansing Management LP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RACE FERRARI N V | Consumer Cyclical | 20.9% | $30.4m | 62,048 | 0% | held |
| 2 | APG API GROUP CORP | Industrials | 15.8% | $23.1m | 452,899 | -2% | reduced |
| 3 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 15.2% | $22.1m | 399,736 | 300% | added |
| 4 | HEI/A HEICO CORP NEW | 14.6% | $21.4m | 82,555 | -2% | reduced | |
| 5 | TRU TRANSUNION | Financial Services | 12.0% | $17.6m | 199,569 | 11% | added |
| 6 | ROP ROPER TECHNOLOGIES INC | Technology | 11.6% | $17.0m | 29,913 | 0% | held |
| 7 | MCO MOODYS CORP | Financial Services | 6.2% | $9.1m | 18,135 | 71% | added |
| 8 | ZTS ZOETIS INC | Healthcare | 3.6% | $5.3m | 33,671 | 28% | 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.