Lansing Management LP Long-Term Concentrated

CIK: 0001691908 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $137,833 (100.0% shares, 0.0% debt)

Holdings (9)

RACE FERRARI N V 19.6%

Value ($000) $27,075 Shares 55,799 Est. Cost $142.84 Unrealized +235.4%

IBKR INTERACTIVE BROKERS GROUP IN 16.9%

Value ($000) $23,257 Shares 337,985 Est. Cost $42.07 Unrealized +49.2%

HEI/A HEICO CORP NEW 14.9%

Value ($000) $20,532 Shares 80,805 Est. Cost $191.23 Unrealized +30.6%

APG API GROUP CORP 14.6%

Value ($000) $20,140 Shares 585,970 Est. Cost $24.54 Unrealized +42.2%

TRU TRANSUNION 12.6%

Value ($000) $17,323 Shares 206,769 Est. Cost $70.31 Unrealized +28.8%

ROP ROPER TECHNOLOGIES INC 10.8%

Value ($000) $14,917 Shares 29,913 Est. Cost $332.71 Unrealized +59.7%

MCO MOODYS CORP 8.0%

Value ($000) $11,085 Shares 23,265 Est. Cost $478.18 Unrealized +5.1%

ZTS ZOETIS INC 1.3%

Value ($000) $1,837 Shares 12,555 Est. Cost $173.01 Unrealized -13.0%

COMP COMPASS INC 1.2%

Value ($000) $1,667 Shares 207,600 Est. Cost $8.10 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RACE	FERRARI N V	55,799	$27,075	19.6%	$142.84	+235.4%	COM	N3167Y103
IBKR	INTERACTIVE BROKERS GROUP IN	337,985	$23,257	16.9%	$42.07	+49.2%	COM CL A	45841N107
HEI/A	HEICO CORP NEW	80,805	$20,532	14.9%	$191.23	+30.6%	CL A	422806208
APG	API GROUP CORP	585,970	$20,140	14.6%	$24.54	+42.2%	COM STK	00187Y100
TRU	TRANSUNION	206,769	$17,323	12.6%	$70.31	+28.8%	COM	89400J107
ROP	ROPER TECHNOLOGIES INC	29,913	$14,917	10.8%	$332.71	+59.7%	COM	776696106
MCO	MOODYS CORP	23,265	$11,085	8.0%	$478.18	+5.1%	COM	615369105
ZTS	ZOETIS INC	12,555	$1,837	1.3%	$173.01	-13.0%	CL A	98978V103
COMP	COMPASS INC	207,600	$1,667	1.2%	$8.10	0.0%	CL A	20464U100