Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $145,946 (100.0% shares, 0.0% debt)

Holdings (8)

RACE FERRARI N V 20.9%

Value ($000) $30,449 Shares 62,048 Est. Cost $142.84 Unrealized +225.3%

APG API GROUP CORP 15.8%

Value ($000) $23,120 Shares 452,899 Est. Cost $21.50 Unrealized +33.2%

IBKR INTERACTIVE BROKERS GROUP IN 15.2%

Value ($000) $22,149 Shares 399,736 Est. Cost $42.07 Unrealized +12.4%

HEI/A HEICO CORP NEW 14.6%

Value ($000) $21,361 Shares 82,555 Est. Cost $191.23 Unrealized +14.4%

TRU TRANSUNION 12.0%

Value ($000) $17,562 Shares 199,569 Est. Cost $69.58 Unrealized +19.4%

ROP ROPER TECHNOLOGIES INC 11.6%

Value ($000) $16,956 Shares 29,913 Est. Cost $332.71 Unrealized +69.0%

MCO MOODYS CORP 6.2%

Value ($000) $9,096 Shares 18,135 Est. Cost $471.26 Unrealized -2.2%

ZTS ZOETIS INC 3.6%

Value ($000) $5,251 Shares 33,671 Est. Cost $173.01 Unrealized -9.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RACE	FERRARI N V	62,048	$30,449	20.9%	$142.84	+225.3%	COM	N3167Y103
APG	API GROUP CORP	452,899	$23,120	15.8%	$21.50	+33.2%	COM STK	00187Y100
IBKR	INTERACTIVE BROKERS GROUP IN	399,736	$22,149	15.2%	$42.07	+12.4%	COM CL A	45841N107
HEI/A	HEICO CORP NEW	82,555	$21,361	14.6%	$191.23	+14.4%	CL A	422806208
TRU	TRANSUNION	199,569	$17,562	12.0%	$69.58	+19.4%	COM	89400J107
ROP	ROPER TECHNOLOGIES INC	29,913	$16,956	11.6%	$332.71	+69.0%	COM	776696106
MCO	MOODYS CORP	18,135	$9,096	6.2%	$471.26	-2.2%	COM	615369105
ZTS	ZOETIS INC	33,671	$5,251	3.6%	$173.01	-9.0%	CL A	98978V103