Lansing Management as of June 30, 2019
Portfolio Holdings for Lansing Management
Lansing Management holds 9 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CarMax (KMX) | 18.9 | $17M | 200k | 86.83 | |
| Transunion (TRU) | 16.5 | $15M | 207k | 73.51 | |
| Ferrari Nv Ord (RACE) | 16.2 | $15M | 92k | 161.42 | |
| Carvana Co cl a (CVNA) | 12.5 | $12M | 184k | 62.59 | |
| Credit Acceptance (CACC) | 9.9 | $9.1M | 19k | 483.83 | |
| Interactive Brokers (IBKR) | 8.5 | $7.8M | 144k | 54.20 | |
| Xpo Logistics Inc equity (XPO) | 7.0 | $6.5M | 112k | 57.81 | |
| Vail Resorts (MTN) | 6.3 | $5.8M | 26k | 223.19 | |
| Roper Industries (ROP) | 4.2 | $3.9M | 11k | 366.22 |
