Lansing Management LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001691908

Type: FundHoldings: 8Value: $119.1MLatest: 2025Q1

Lansing Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TRU",
  "APG",
  "IBKR",
  "HEI-A",
  "ROP",
  "RACE",
  "MCO",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 8
Total Value: 119147230
Accession Number: 0001420506-25-001220
Form Type: 13F-HR
CIK: lansing-management-lp
Manager Name: Lansing-Management-Lp

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $119.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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Ferrari N.V.

RACE|N3167Y103

Shares:62.0K

Value:$26.5M

% of Portfolio:22.3% ($26.5M/$119.1M)

HEICO CORP

HEI-A|422806208

Shares:84.3K

Value:$17.8M

% of Portfolio:14.9% ($17.8M/$119.1M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:29.9K

Value:$17.6M

% of Portfolio:14.8% ($17.6M/$119.1M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:99.9K

Value:$16.5M

% of Portfolio:13.9% ($16.5M/$119.1M)

APi Group Corp

APG|00187Y100

Shares:461.4K

Value:$16.5M

% of Portfolio:13.8% ($16.5M/$119.1M)

TransUnion

TRU|89400J107

Shares:179.0K

Value:$14.9M

% of Portfolio:12.5% ($14.9M/$119.1M)

MOODYS CORP /DE/

MCO|615369105

Shares:10.6K

Value:$4.9M

% of Portfolio:4.1% ($4.9M/$119.1M)

Zoetis Inc.

ZTS|98978V103

Shares:26.3K

Value:$4.3M

% of Portfolio:3.6% ($4.3M/$119.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ferrari N.V.(RACEcusipN3167Y103)	62.0K	QoQ 0.00% (+0) YoY -24.70% (-20.4K)	All Managers (Combined)	$26.5M	22.3% ($26.5M/$119.1M)	QoQ +0.71% (+$188.6K) YoY -26.09% (-$9.4M)
HEICO CORP(HEI-Acusip422806208)	84.3K	QoQ 0.00% (+0) YoY NEW(+84.3K)	All Managers (Combined)	$17.8M	14.9% ($17.8M/$119.1M)	QoQ +13.37% (+$2.1M) YoY NEW(+$17.8M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	29.9K	QoQ 0.00% (+0) YoY -23.02% (-8.9K)	All Managers (Combined)	$17.6M	14.8% ($17.6M/$119.1M)	QoQ +13.41% (+$2.1M) YoY -19.08% (-$4.2M)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	99.9K	QoQ -6.21% (-6.6K) YoY +28.80% (+22.4K)	All Managers (Combined)	$16.5M	13.9% ($16.5M/$119.1M)	QoQ -12.09% (-$2.3M) YoY +90.93% (+$7.9M)
APi Group Corp(APGcusip00187Y100)	461.4K	QoQ -1.96% (-9.2K) YoY +109.05% (+240.7K)	All Managers (Combined)	$16.5M	13.8% ($16.5M/$119.1M)	QoQ -2.53% (-$428.9K) YoY +90.37% (+$7.8M)
TransUnion(TRUcusip89400J107)	179.0K	QoQ -1.83% (-3.4K) YoY -2.43% (-4.5K)	All Managers (Combined)	$14.9M	12.5% ($14.9M/$119.1M)	QoQ -12.12% (-$2.1M) YoY +1.46% (-$214.4K)
MOODYS CORP /DE/(MCOcusip615369105)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$4.9M	4.1% ($4.9M/$119.1M)	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
Zoetis Inc.(ZTScusip98978V103)	26.3K	QoQ +30.79% (+6.2K) YoY NEW(+26.3K)	All Managers (Combined)	$4.3M	3.6% ($4.3M/$119.1M)	QoQ +32.17% (+$1.1M) YoY NEW(+$4.3M)