Lansing Management as of June 30, 2021
Portfolio Holdings for Lansing Management
Lansing Management holds 7 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.8 | $44M | 146k | 301.82 | |
| Xpo Logistics Inc equity (XPO) | 15.1 | $25M | 177k | 139.89 | |
| Transunion (TRU) | 14.8 | $24M | 222k | 109.81 | |
| Ferrari Nv Ord (RACE) | 14.4 | $24M | 116k | 206.05 | |
| Roper Industries (ROP) | 12.6 | $21M | 44k | 470.21 | |
| CarMax (KMX) | 12.3 | $20M | 158k | 129.15 | |
| Drive Shack (DSHK) | 4.0 | $6.5M | 2.0M | 3.31 |
