LM
| |
Lansing Management LP13F | |
| Lansing Management LP | |
| Last update 2025-02-16 | 7 Stocks (0 new) |
| Value $114.00 Mil | Turnover 2 % |
Lansing Management LP Top Holdings of 2024-12-31
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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 | 26,360.5 | -5.33% | 23.220 | -1.17% | 0.030 | -0.17% | +0.88% | 74,264.0 | Vehicles & Parts | |
IBKR | Interactive Brokers Group Inc | 106,559 | 18,825.8 | -30.53% | 16.580 | -4.67% | 0.100 | -7.37% | -2.89% | 18,674.0 | Capital Markets | |
APG | APi Group Corp | 470,629 | 16,928.5 | -11.68% | 14.910 | -1.47% | 0.170 | -2.72% | -3.53% | 9,584.9 | Construction | |
TRU | TransUnion | 182,369 | 16,907.4 | -4.56% | 14.890 | -0.65% | 0.090 | -16.38% | -21.77% | 14,136.0 | Capital Markets | |
HEI.A | Heico Corp | 84,305 | 15,687.5 | +19.24% | 13.820 | +2.23% | 0.060 | +12.20% | +7.35% | 30,508.0 | Aerospace & Defense | |
ROP | Roper Technologies Inc | 29,913 | 15,550.3 | -19.57% | 13.700 | -2.90% | 0.030 | +11.59% | +8.08% | 60,152.9 | Software | |
ZTS | Zoetis Inc | 20,131 | 3,279.9 | -73.48% | 2.890 | -7.80% | 0.000 | -8.22% | -8.00% | 66,659.3 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZTS | Zoetis Inc | 2024-12-31 | Reduce | -7.80% | 162.24 ($178.6) 194.44 | $149.44 | -16.33% | Reduce -73.48% | 20,131 | -55,777 | |
IBKR | Interactive Brokers Group Inc | 2024-12-31 | Reduce | -4.67% | 142.62 ($168.88) 192.95 | $171.35 | 1.46% | Reduce -30.53% | 106,559 | -46,839 | |
ROP | Roper Technologies Inc | 2024-12-31 | Reduce | -2.90% | 519.85 ($548.94) 575.95 | $560.16 | 2.04% | Reduce -19.57% | 29,913 | -7,279 | |
HEI.A | Heico Corp | 2024-12-31 | Add | +2.23% | 184.8 ($201.58) 215.57 | $199.63 | -0.97% | Add 19.24% | 84,305 | 13,605 | |
APG | APi Group Corp | 2024-12-31 | Reduce | -1.47% | 31.49 ($35.72) 39.26 | $34.70 | -2.86% | Reduce -11.68% | 470,629 | -62,210 | |
RACE | Ferrari NV | 2024-12-31 | Reduce | -1.17% | 422.83 ($451.14) 490.48 | $428.58 | -5.00% | Reduce -5.33% | 62,048 | -3,490 | |
TRU | TransUnion | 2024-12-31 | Reduce | -0.65% | 92.71 ($101.26) 108.67 | $72.44 | -28.46% | Reduce -4.56% | 182,369 | -8,720 | |
ZTS | Zoetis Inc | 2024-09-30 | New Buy | +10.61% | 172.58 ($184.26) 196.48 | $149.44 | -18.90% | New holding | 75,908 | 75,908 | |
HEI.A | Heico Corp | 2024-09-30 | New Buy | +10.31% | 175.01 ($189.58) 208.79 | $199.63 | 5.30% | New holding | 70,700 | 70,700 | |
RACE | Ferrari NV | 2024-09-30 | Reduce | -1.14% | 405.92 ($448.42) 496.79 | $428.58 | -4.42% | Reduce -4.11% | 65,538 | -2,810 |
Lansing Management LP Total Holding History ($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 2024-12-31
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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