LM
| |
Lansing Management LP13F | |
| Lansing Management LP | |
| Last update 2025-05-15 | 8 Stocks (1 new) |
| Value $119.00 Mil | Turnover 5 % |
Lansing Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RACE | Ferrari NV | 62,048 | 26,549.1 | 0% | 22.280 | 0% | 0.030 | +13.00% | +22.42% | 92,123.3 | Vehicles & Parts | |
HEI.A | Heico Corp | 84,305 | 17,785.8 | 0% | 14.930 | 0% | 0.060 | +26.52% | +35.29% | 38,776.7 | Aerospace & Defense | |
ROP | Roper Technologies Inc | 29,913 | 17,636.1 | 0% | 14.800 | 0% | 0.030 | +0.27% | +8.28% | 60,247.9 | Software | |
IBKR | Interactive Brokers Group Inc | 399,736 | 16,548.1 | -6.22% | 13.890 | -1.03% | 0.090 | +53.33% | +46.89% | 28,198.6 | Capital Markets | |
APG | APi Group Corp | 692,099 | 16,499.6 | -1.96% | 13.850 | -0.29% | 0.170 | +39.58% | +44.66% | 14,405.4 | Construction | |
TRU | TransUnion | 179,019 | 14,856.8 | -1.84% | 12.470 | -0.27% | 0.090 | +19.52% | +6.45% | 19,174.2 | Capital Markets | |
MCO | Moodys Corp | 10,600 | 4,936.3 | New Holding | 4.140 | +4.14% | 0.010 | +16.95% | +8.80% | 92,027.1 | Capital Markets | |
ZTS | Zoetis Inc | 26,331 | 4,335.4 | +30.80% | 3.640 | +0.86% | 0.010 | +0.68% | -5.29% | 68,036.7 | Drug Manufacturers |
Lansing Management LP's Historical Top Holdings Breakdowns
Lansing Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MCO | Moodys Corp | 2025-03-31 | New Buy New Buy | +4.14% | 437.8 ($481.85) 527.48 | $513.09 | 6.48% | New holding | 10,600 | 10,600 | |
IBKR | Interactive Brokers Group Inc | 2025-03-31 | Reduce Reduce | -1.03% | 40.26 ($49.55) 58.88 | $64.70 | 30.58% | Reduce -6.22% | 399,736 | -6,625 | |
ZTS | Zoetis Inc | 2025-03-31 | Add Add | +0.86% | 156.48 ($166.29) 175.67 | $152.82 | -8.10% | Add 30.8% | 26,331 | 6,200 | |
APG | APi Group Corp | 2025-03-31 | Reduce Reduce | -0.29% | 23.78 ($25.05) 27.25 | $34.69 | 38.48% | Reduce -1.96% | 692,099 | -9,230 | |
TRU | TransUnion | 2025-03-31 | Reduce Reduce | -0.27% | 80.45 ($91.34) 100.25 | $98.43 | 7.76% | Reduce -1.84% | 179,019 | -3,350 | |
ZTS | Zoetis Inc | 2024-12-31 | Reduce Reduce | -7.80% | 162.24 ($178.6) 194.44 | $152.82 | -14.43% | Reduce -73.48% | 20,131 | -55,777 | |
IBKR | Interactive Brokers Group Inc | 2024-12-31 | Reduce Reduce | -4.67% | 35.66 ($42.22) 48.24 | $64.70 | 53.24% | Reduce -30.53% | 426,236 | -46,839 | |
ROP | Roper Technologies Inc | 2024-12-31 | Reduce Reduce | -2.90% | 519.85 ($548.94) 575.95 | $560.37 | 2.08% | Reduce -19.57% | 29,913 | -7,279 | |
HEI.A | Heico Corp | 2024-12-31 | Add Add | +2.23% | 184.8 ($201.58) 215.57 | $251.49 | 24.76% | Add 19.24% | 84,305 | 13,605 | |
APG | APi Group Corp | 2024-12-31 | Reduce Reduce | -1.47% | 20.99 ($23.81) 26.17 | $34.69 | 45.70% | Reduce -11.68% | 705,944 | -62,210 |
Lansing Management LP Total Holding History ($B)
Lansing Management LP's Asset Allocation
Lansing Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lansing Management LP's Hypothetical Growth since 2025-03-31
Lansing Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lansing Management LP's Holdings Heat Map
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Lansing Management LP's Holdings Bubble Chart
Lansing Management LP News
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