Lansing Management as of Sept. 30, 2020
Portfolio Holdings for Lansing Management
Lansing Management holds 6 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 29.0 | $34M | 151k | 223.06 | |
| Ferrari Nv Ord (RACE) | 15.9 | $19M | 100k | 184.09 | |
| Roper Industries (ROP) | 14.7 | $17M | 43k | 395.11 | |
| CarMax (KMX) | 14.3 | $17M | 181k | 91.91 | |
| Transunion (TRU) | 13.6 | $16M | 188k | 84.13 | |
| Xpo Logistics Inc equity (XPO) | 12.6 | $15M | 174k | 84.66 |
