Lansing Management as of June 30, 2020
Portfolio Holdings for Lansing Management
Lansing Management holds 6 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 21.5 | $22M | 186k | 120.20 | |
| CarMax (KMX) | 17.1 | $18M | 198k | 89.55 | |
| Ferrari Nv Ord (RACE) | 16.4 | $17M | 100k | 171.01 | |
| Roper Industries (ROP) | 16.1 | $17M | 43k | 388.26 | |
| Transunion (TRU) | 15.6 | $16M | 187k | 87.04 | |
| Xpo Logistics Inc equity (XPO) | 13.3 | $14M | 179k | 77.25 |
