Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $142,562 (100.0% shares, 0.0% debt)

Holdings (6)

CVNA CARVANA CO 26.8%

Value ($000) $38,201 Shares 145,582 Est. Cost $48.30 Unrealized +470.6%

RACE FERRARI N V 16.9%

Value ($000) $24,095 Shares 115,135 Est. Cost $131.24 Unrealized +56.0%

XPO XPO LOGISTICS INC 15.3%

Value ($000) $21,781 Shares 176,648 Est. Cost $27.45 Unrealized +51.1%

KMX CARMAX INC 14.6%

Value ($000) $20,806 Shares 156,838 Est. Cost $70.74 Unrealized +72.1%

TRU TRANSUNION 13.9%

Value ($000) $19,882 Shares 220,910 Est. Cost $66.03 Unrealized +33.3%

ROP ROPER TECHNOLOGIES INC 12.5%

Value ($000) $17,797 Shares 44,125 Est. Cost $323.90 Unrealized +20.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	145,582	$38,201	26.8%	$48.30	+470.6%	CL A	146869102
RACE	FERRARI N V	115,135	$24,095	16.9%	$131.24	+56.0%	COM	N3167Y103
XPO	XPO LOGISTICS INC	176,648	$21,781	15.3%	$27.45	+51.1%	COM	983793100
KMX	CARMAX INC	156,838	$20,806	14.6%	$70.74	+72.1%	COM	143130102
TRU	TRANSUNION	220,910	$19,882	13.9%	$66.03	+33.3%	COM	89400J107
ROP	ROPER TECHNOLOGIES INC	44,125	$17,797	12.5%	$323.90	+20.3%	COM	776696106