Lansing Management as of Dec. 31, 2020
Portfolio Holdings for Lansing Management
Lansing Management holds 6 positions in its portfolio as reported in 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 | 146k | 239.54 | |
| Ferrari Nv Ord (RACE) | 16.8 | $23M | 199k | 117.59 | |
| Transunion (TRU) | 15.7 | $22M | 123k | 177.53 | |
| Xpo Logistics Inc equity (XPO) | 15.1 | $21M | 176k | 119.20 | |
| CarMax (KMX) | 13.7 | $19M | 203k | 94.46 | |
| Roper Industries (ROP) | 13.6 | $19M | 44k | 431.09 |
