Lansing Management as of Dec. 31, 2021
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 20.8 | $35M | 149k | 231.79 | |
| Ferrari Nv Ord (RACE) | 20.0 | $33M | 128k | 258.82 | |
| Transunion (TRU) | 15.3 | $25M | 214k | 118.58 | |
| CarMax (KMX) | 14.0 | $23M | 179k | 130.23 | |
| Roper Industries (ROP) | 13.4 | $22M | 45k | 491.85 | |
| Xpo Logistics Inc equity (XPO) | 8.3 | $14M | 178k | 77.43 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 5.3 | $8.9M | 98k | 90.83 | |
| Drive Shack (DSHK) | 2.8 | $4.6M | 3.2M | 1.43 |
