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 | +14.53% | +16.26% | 87,875.9 | Vehicles & Parts | |
HEI.A | Heico Corp | 84,305 | 17,785.8 | 0% | 14.930 | 0% | 0.060 | +24.61% | +36.59% | 39,214.3 | Aerospace & Defense | |
ROP | Roper Technologies Inc | 29,913 | 17,636.1 | 0% | 14.800 | 0% | 0.030 | -1.01% | +10.56% | 61,606.3 | Software | |
IBKR | Interactive Brokers Group Inc | 399,736 | 16,548.1 | -6.22% | 13.890 | -1.03% | 0.090 | +45.65% | +31.64% | 25,269.8 | Capital Markets | |
APG | APi Group Corp | 692,099 | 16,499.6 | -1.96% | 13.850 | -0.29% | 0.170 | +51.86% | +43.16% | 14,255.9 | Construction | |
TRU | TransUnion | 179,019 | 14,856.8 | -1.84% | 12.470 | -0.27% | 0.090 | +21.70% | -0.93% | 17,873.1 | Capital Markets | |
MCO | Moodys Corp | 10,600 | 4,936.3 | New Holding | 4.140 | +4.14% | 0.010 | +14.39% | +7.10% | 90,879.4 | Capital Markets | |
ZTS | Zoetis Inc | 26,331 | 4,335.4 | +30.80% | 3.640 | +0.86% | 0.010 | +0.07% | -1.68% | 70,868.2 | 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 | $505.06 | 4.82% | New holding | 10,600 | 10,600 | |
IBKR | Interactive Brokers Group Inc | 2025-03-31 | Reduce Reduce | -1.03% | 40.26 ($49.55) 58.88 | $57.98 | 17.01% | Reduce -6.22% | 399,736 | -6,625 | |
ZTS | Zoetis Inc | 2025-03-31 | Add Add | +0.86% | 156.48 ($166.29) 175.67 | $159.18 | -4.28% | Add 30.8% | 26,331 | 6,200 | |
APG | APi Group Corp | 2025-03-31 | Reduce Reduce | -0.29% | 23.78 ($25.05) 27.25 | $34.33 | 37.05% | Reduce -1.96% | 692,099 | -9,230 | |
TRU | TransUnion | 2025-03-31 | Reduce Reduce | -0.27% | 80.45 ($91.34) 100.25 | $91.61 | 0.30% | Reduce -1.84% | 179,019 | -3,350 | |
ZTS | Zoetis Inc | 2024-12-31 | Reduce Reduce | -7.80% | 162.24 ($178.6) 194.44 | $159.18 | -10.87% | 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 | $57.98 | 37.33% | Reduce -30.53% | 426,236 | -46,839 | |
ROP | Roper Technologies Inc | 2024-12-31 | Reduce Reduce | -2.90% | 519.85 ($548.94) 575.95 | $573.00 | 4.38% | Reduce -19.57% | 29,913 | -7,279 | |
HEI.A | Heico Corp | 2024-12-31 | Add Add | +2.23% | 184.8 ($201.58) 215.57 | $253.90 | 25.95% | Add 19.24% | 84,305 | 13,605 | |
APG | APi Group Corp | 2024-12-31 | Reduce Reduce | -1.47% | 20.99 ($23.81) 26.17 | $34.33 | 44.18% | Reduce -11.68% | 705,944 | -62,210 |
Lansing Management LP Total Holding History ($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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