Lansing Management

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