Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Mar 12, 2021

Total Value ($000): $139,185 (100.0% shares, 0.0% debt)

Holdings (6)

CVNA CARVANA CO 25.1%

Value ($000) $34,998 Shares 146,107 Est. Cost $48.30 Unrealized +373.2%

RACE FERRARI N V 16.8%

Value ($000) $23,373 Shares 101,833 Est. Cost $121.64 Unrealized +67.7%

TRU TRANSUNION 15.7%

Value ($000) $21,803 Shares 219,742 Est. Cost $66.03 Unrealized +35.2%

XPO XPO LOGISTICS INC 15.1%

Value ($000) $20,953 Shares 175,777 Est. Cost $27.45 Unrealized +32.0%

KMX CARMAX INC 13.7%

Value ($000) $19,134 Shares 202,557 Est. Cost $70.74 Unrealized +32.6%

ROP ROPER TECHNOLOGIES INC 13.6%

Value ($000) $18,924 Shares 43,899 Est. Cost $323.90 Unrealized +23.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	146,107	$34,998	25.1%	$48.30	+373.2%	CL A	146869102
RACE	FERRARI N V	101,833	$23,373	16.8%	$121.64	+67.7%	COM	N3167Y103
TRU	TRANSUNION	219,742	$21,803	15.7%	$66.03	+35.2%	COM	89400J107
XPO	XPO LOGISTICS INC	175,777	$20,953	15.1%	$27.45	+32.0%	COM	983793100
KMX	CARMAX INC	202,557	$19,134	13.7%	$70.74	+32.6%	COM	143130102
ROP	ROPER TECHNOLOGIES INC	43,899	$18,924	13.6%	$323.90	+23.0%	COM	776696106