Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value ($000): $116,487 (100.0% shares, 0.0% debt)

Holdings (6)

CVNA CARVANA CO 29.0%

Value ($000) $33,765 Shares 151,370 Est. Cost $48.30 Unrealized +267.1%

RACE FERRARI N V 15.9%

Value ($000) $18,486 Shares 100,420 Est. Cost $120.48 Unrealized +54.4%

ROP ROPER TECHNOLOGIES INC 14.7%

Value ($000) $17,115 Shares 43,317 Est. Cost $322.90 Unrealized +24.7%

KMX CARMAX INC 14.3%

Value ($000) $16,646 Shares 181,114 Est. Cost $68.02 Unrealized +46.9%

TRU TRANSUNION 13.6%

Value ($000) $15,786 Shares 187,644 Est. Cost $62.06 Unrealized +35.5%

XPO XPO LOGISTICS INC 12.6%

Value ($000) $14,689 Shares 173,500 Est. Cost $27.33 Unrealized +5.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	151,370	$33,765	29.0%	$48.30	+267.1%	CL A	146869102
RACE	FERRARI N V	100,420	$18,486	15.9%	$120.48	+54.4%	COM	N3167Y103
ROP	ROPER TECHNOLOGIES INC	43,317	$17,115	14.7%	$322.90	+24.7%	COM	776696106
KMX	CARMAX INC	181,114	$16,646	14.3%	$68.02	+46.9%	COM	143130102
TRU	TRANSUNION	187,644	$15,786	13.6%	$62.06	+35.5%	COM	89400J107
XPO	XPO LOGISTICS INC	173,500	$14,689	12.6%	$27.33	+5.3%	COM	983793100