Lansing Management as of Dec. 31, 2022
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 33.3 | $29M | 134k | 214.22 | |
| Roper Industries (ROP) | 24.0 | $21M | 48k | 432.09 | |
| Transunion (TRU) | 14.9 | $13M | 226k | 56.75 | |
| CarMax (KMX) | 13.2 | $11M | 187k | 60.89 | |
| Xpo Logistics Inc equity (XPO) | 7.2 | $6.2M | 185k | 33.29 | |
| Rxo Common Stock (RXO) | 3.7 | $3.2M | 185k | 17.20 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.5 | $3.0M | 71k | 42.69 | |
| Api Group Corp Com Stk (APG) | 0.2 | $188k | 10k | 18.81 |
