Lansing Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 9 US equity positions worth $137.8m in its Q3 2025 13F filing. The largest position was RACE at 19.6% of the reported book, followed by IBKR and HEI/A. Against the Q2 2025 filing, it opened 1 new position, added to 3 and reduced 4 among the top 9 holdings.
What did Lansing Management LP own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RACE FERRARI N V | Consumer Cyclical | 19.6% | $27.1m | 55,799 | -10% | reduced |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 16.9% | $23.3m | 337,985 | -15% | reduced |
| 3 | HEI/A HEICO CORP NEW | 14.9% | $20.5m | 80,805 | -2% | reduced | |
| 4 | APG API GROUP CORP | Industrials | 14.6% | $20.1m | 585,970 | 29% | added |
| 5 | TRU TRANSUNION | Financial Services | 12.6% | $17.3m | 206,769 | 4% | added |
| 6 | ROP ROPER TECHNOLOGIES INC | Technology | 10.8% | $14.9m | 29,913 | 0% | held |
| 7 | MCO MOODYS CORP | Financial Services | 8.0% | $11.1m | 23,265 | 28% | added |
| 8 | ZTS ZOETIS INC | Healthcare | 1.3% | $1.8m | 12,555 | -63% | reduced |
| 9 | COMP COMPASS INC | Real Estate | 1.2% | $1.7m | 207,600 | – | new |
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.