Lansing Management

Latest statistics and disclosures from Lansing Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CVNA, RACE, TRU, XPO, KMX, and represent 86.40% of Lansing Management's stock portfolio.
  • Added to shares of these 5 stocks: TRU, KMX, RACE, XPO, ROP.
  • Reduced shares in these 1 stocks: CVNA.
  • Lansing Management was a net buyer of stock by $4.8M.
  • Lansing Management has $139M in assets under management (AUM), dropping by 19.49%.
  • Central Index Key (CIK): 0001691908

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Positions held by Lansing Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lansing Management

Companies in the Lansing Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Cl A (CVNA) 25.1 $35M -3% 146k 239.54
Ferrari Nv Ord (RACE) 16.8 $23M 102k 229.52
Transunion (TRU) 15.7 $22M +17% 220k 99.22
Xpo Logistics Inc equity (XPO) 15.1 $21M 176k 119.20
CarMax (KMX) 13.7 $19M +11% 203k 94.46
Roper Industries (ROP) 13.6 $19M 44k 431.08

Past Filings by Lansing Management

SEC 13F filings are viewable for Lansing Management going back to 2018