Lansing Management as of Sept. 30, 2019
Portfolio Holdings for Lansing Management
Lansing Management holds 9 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 17.5 | $17M | 209k | 81.11 | |
| CarMax (KMX) | 16.3 | $16M | 180k | 88.00 | |
| Carvana Co cl a (CVNA) | 15.1 | $15M | 221k | 66.00 | |
| Ferrari Nv Ord (RACE) | 13.2 | $13M | 83k | 154.09 | |
| Interactive Brokers (IBKR) | 9.8 | $9.5M | 177k | 53.78 | |
| Credit Acceptance (CACC) | 9.0 | $8.8M | 19k | 461.32 | |
| Xpo Logistics Inc equity (XPO) | 8.4 | $8.1M | 113k | 71.57 | |
| Roper Industries (ROP) | 5.8 | $5.6M | 16k | 356.59 | |
| Vail Resorts (MTN) | 4.9 | $4.8M | 21k | 227.56 |
