Lansing Management as of March 31, 2021
Portfolio Holdings for Lansing Management
Lansing Management holds 6 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.8 | $38M | 146k | 262.40 | |
| Ferrari Nv Ord (RACE) | 16.9 | $24M | 115k | 209.28 | |
| Xpo Logistics Inc equity (XPO) | 15.3 | $22M | 177k | 123.30 | |
| CarMax (KMX) | 14.6 | $21M | 157k | 132.66 | |
| Transunion (TRU) | 13.9 | $20M | 221k | 90.00 | |
| Roper Industries (ROP) | 12.5 | $18M | 44k | 403.33 |
