Lansing Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001691908 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $138M (100.0% shares, 0.0% debt)

Holdings (9)

RACE FERRARI N V 19.6%

Value $27.07M Shares 55,799 Est. Cost $142.84 Unrealized +235.4%

IBKR INTERACTIVE BROKERS GROUP IN 16.9%

Value $23.26M Shares 337,985 Est. Cost $42.07 Unrealized +49.2%

HEI/A HEICO CORP NEW 14.9%

Value $20.53M Shares 80,805 Est. Cost $191.23 Unrealized +30.6%

APG API GROUP CORP 14.6%

Value $20.14M Shares 585,970 Est. Cost $24.54 Unrealized +42.2%

TRU TRANSUNION 12.6%

Value $17.32M Shares 206,769 Est. Cost $70.31 Unrealized +28.8%

ROP ROPER TECHNOLOGIES INC 10.8%

Value $14.92M Shares 29,913 Est. Cost $332.71 Unrealized +59.7%

MCO MOODYS CORP 8.0%

Value $11.09M Shares 23,265 Est. Cost $478.18 Unrealized +5.1%

ZTS ZOETIS INC 1.3%

Value $1.837M Shares 12,555 Est. Cost $173.01 Unrealized -13.0%

COMP COMPASS INC 1.2%

Value $1.667M Shares 207,600 Est. Cost $8.10 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RACE	FERRARI N V	55,799	$27.07M	19.6%	$142.84	+235.4%	COM	N3167Y103
IBKR	INTERACTIVE BROKERS GROUP IN	337,985	$23.26M	16.9%	$42.07	+49.2%	COM CL A	45841N107
HEI/A	HEICO CORP NEW	80,805	$20.53M	14.9%	$191.23	+30.6%	CL A	422806208
APG	API GROUP CORP	585,970	$20.14M	14.6%	$24.54	+42.2%	COM STK	00187Y100
TRU	TRANSUNION	206,769	$17.32M	12.6%	$70.31	+28.8%	COM	89400J107
ROP	ROPER TECHNOLOGIES INC	29,913	$14.92M	10.8%	$332.71	+59.7%	COM	776696106
MCO	MOODYS CORP	23,265	$11.09M	8.0%	$478.18	+5.1%	COM	615369105
ZTS	ZOETIS INC	12,555	$1.837M	1.3%	$173.01	-13.0%	CL A	98978V103
COMP	COMPASS INC	207,600	$1.667M	1.2%	$8.10	0.0%	CL A	20464U100