Lansing Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001691908 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 14, 2019

Total Value: $96.96M (100.0% shares, 0.0% debt)

Holdings (9)

TRU TRANSUNION 17.5%

Value $16.95M Shares 209,028 Est. Cost $61.74 Unrealized +26.4%

KMX CARMAX INC 16.3%

Value $15.84M Shares 180,010 Est. Cost $65.62 Unrealized +30.8%

CVNA CARVANA CO 15.1%

Value $14.6M Shares 221,140 Est. Cost $47.60 Unrealized +50.9%

RACE FERRARI N V 13.2%

Value $12.81M Shares 83,122 Est. Cost $112.28 Unrealized +42.1%

IBKR INTERACTIVE BROKERS GROUP IN 9.8%

Value $9.539M Shares 177,367 Est. Cost $12.63 Unrealized -5.3%

CACC CREDIT ACCEP CORP MICH 9.0%

Value $8.765M Shares 19,000 Est. Cost $403.51 Unrealized +17.1%

XPO XPO LOGISTICS INC 8.4%

Value $8.105M Shares 113,251 Est. Cost $27.71 Unrealized -16.6%

ROP ROPER TECHNOLOGIES INC 5.8%

Value $5.591M Shares 15,679 Est. Cost $299.63 Unrealized +16.7%

MTN VAIL RESORTS INC 4.9%

Value $4.766M Shares 20,944 Est. Cost $247.31 Unrealized -4.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TRU	TRANSUNION	209,028	$16.95M	17.5%	$61.74	+26.4%	COM	89400J107
KMX	CARMAX INC	180,010	$15.84M	16.3%	$65.62	+30.8%	COM	143130102
CVNA	CARVANA CO	221,140	$14.6M	15.1%	$47.60	+50.9%	CL A	146869102
RACE	FERRARI N V	83,122	$12.81M	13.2%	$112.28	+42.1%	COM	N3167Y103
IBKR	INTERACTIVE BROKERS GROUP IN	177,367	$9.539M	9.8%	$12.63	-5.3%	COM CL A	45841N107
CACC	CREDIT ACCEP CORP MICH	19,000	$8.765M	9.0%	$403.51	+17.1%	COM	225310101
XPO	XPO LOGISTICS INC	113,251	$8.105M	8.4%	$27.71	-16.6%	COM	983793100
ROP	ROPER TECHNOLOGIES INC	15,679	$5.591M	5.8%	$299.63	+16.7%	COM	776696106
MTN	VAIL RESORTS INC	20,944	$4.766M	4.9%	$247.31	-4.6%	COM	91879Q109