Lansing Management as of March 31, 2022
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 21.2 | $29M | 134k | 218.09 | |
| Transunion (TRU) | 17.0 | $23M | 226k | 103.34 | |
| Roper Industries (ROP) | 16.4 | $23M | 48k | 472.23 | |
| Carvana Cl A (CVNA) | 14.6 | $20M | 168k | 119.29 | |
| CarMax (KMX) | 13.1 | $18M | 187k | 96.48 | |
| Xpo Logistics Inc equity (XPO) | 9.8 | $14M | 185k | 72.80 | |
| Drive Shack (DSHK) | 4.2 | $5.8M | 3.7M | 1.54 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.6 | $4.9M | 69k | 71.34 |
