Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $77,048 (100.0% shares, 0.0% debt)

Holdings (9)

CACC CREDIT ACCEP CORP MICH 15.8%

Value ($000) $12,140 Shares 31,800 Est. Cost $402.77 Unrealized 0.0%

RACE FERRARI N V 14.8%

Value ($000) $11,424 Shares 114,879 Est. Cost $112.28 Unrealized 0.0%

TRU TRANSUNION 14.7%

Value ($000) $11,360 Shares 200,000 Est. Cost $61.85 Unrealized 0.0%

MTN VAIL RESORTS INC 13.8%

Value ($000) $10,619 Shares 50,370 Est. Cost $247.31 Unrealized 0.0%

XPO XPO LOGISTICS INC 11.1%

Value ($000) $8,522 Shares 149,403 Est. Cost $27.71 Unrealized 0.0%

— CIMPRESS N V 8.3%

Value ($000) $6,421 Shares 62,091 Est. Cost $103.41 Unrealized —

ROP ROPER TECHNOLOGIES INC 8.1%

Value ($000) $6,237 Shares 23,400 Est. Cost $271.14 Unrealized 0.0%

IBKR INTERACTIVE BROKERS GROUP IN 8.0%

Value ($000) $6,143 Shares 112,408 Est. Cost $12.75 Unrealized 0.0%

CVNA CARVANA CO 5.4%

Value ($000) $4,182 Shares 127,857 Est. Cost $42.09 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	31,800	$12,140	15.8%	$402.77	0.0%	COM	225310101
RACE	FERRARI N V	114,879	$11,424	14.8%	$112.28	0.0%	COM	N3167Y103
TRU	TRANSUNION	200,000	$11,360	14.7%	$61.85	0.0%	COM	89400J107
MTN	VAIL RESORTS INC	50,370	$10,619	13.8%	$247.31	0.0%	COM	91879Q109
XPO	XPO LOGISTICS INC	149,403	$8,522	11.1%	$27.71	0.0%	COM	983793100
—	CIMPRESS N V	62,091	$6,421	8.3%	$103.41	—	SHS EURO	N20146101
ROP	ROPER TECHNOLOGIES INC	23,400	$6,237	8.1%	$271.14	0.0%	COM	776696106
IBKR	INTERACTIVE BROKERS GROUP IN	112,408	$6,143	8.0%	$12.75	0.0%	COM CL A	45841N107
CVNA	CARVANA CO	127,857	$4,182	5.4%	$42.09	0.0%	CL A	146869102