Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $68,463 (100.0% shares, 0.0% debt)

Holdings (6)

RACE FERRARI N V 20.9%

Value ($000) $14,301 Shares 93,732 Est. Cost $117.82 Unrealized +36.8%

ROP ROPER TECHNOLOGIES INC 18.7%

Value ($000) $12,828 Shares 41,139 Est. Cost $321.79 Unrealized +6.3%

TRU TRANSUNION 17.7%

Value ($000) $12,112 Shares 183,009 Est. Cost $61.74 Unrealized +36.0%

CVNA CARVANA CO 17.6%

Value ($000) $12,066 Shares 219,020 Est. Cost $48.30 Unrealized +60.2%

KMX CARMAX INC 12.6%

Value ($000) $8,659 Shares 160,850 Est. Cost $65.62 Unrealized +28.9%

XPO XPO LOGISTICS INC 12.4%

Value ($000) $8,497 Shares 174,291 Est. Cost $27.42 Unrealized -2.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RACE	FERRARI N V	93,732	$14,301	20.9%	$117.82	+36.8%	COM	N3167Y103
ROP	ROPER TECHNOLOGIES INC	41,139	$12,828	18.7%	$321.79	+6.3%	COM	776696106
TRU	TRANSUNION	183,009	$12,112	17.7%	$61.74	+36.0%	COM	89400J107
CVNA	CARVANA CO	219,020	$12,066	17.6%	$48.30	+60.2%	CL A	146869102
KMX	CARMAX INC	160,850	$8,659	12.6%	$65.62	+28.9%	COM	143130102
XPO	XPO LOGISTICS INC	174,291	$8,497	12.4%	$27.42	-2.5%	COM	983793100