Lansing Management as of March 31, 2020
Portfolio Holdings for Lansing Management
Lansing Management holds 6 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 20.9 | $14M | 94k | 152.57 | |
| Roper Industries (ROP) | 18.7 | $13M | 41k | 311.82 | |
| Transunion (TRU) | 17.7 | $12M | 183k | 66.18 | |
| Carvana Co cl a (CVNA) | 17.6 | $12M | 219k | 55.09 | |
| CarMax (KMX) | 12.6 | $8.7M | 161k | 53.83 | |
| Xpo Logistics Inc equity (XPO) | 12.4 | $8.5M | 174k | 48.75 |
