Lansing Management as of Sept. 30, 2021
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.3 | $45M | 149k | 301.54 | |
| Ferrari Nv Ord (RACE) | 15.7 | $27M | 128k | 209.12 | |
| Transunion (TRU) | 14.1 | $24M | 214k | 112.31 | |
| CarMax (KMX) | 12.6 | $22M | 168k | 127.96 | |
| Roper Industries (ROP) | 11.8 | $20M | 45k | 446.14 | |
| Xpo Logistics Inc equity (XPO) | 8.3 | $14M | 178k | 79.58 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 6.7 | $11M | 145k | 78.44 | |
| Drive Shack (DSHK) | 4.4 | $7.5M | 2.7M | 2.81 |
