Lansing Management as of June 30, 2022
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 25.1 | $25M | 134k | 183.48 | |
| Roper Industries (ROP) | 19.3 | $19M | 48k | 394.66 | |
| Transunion (TRU) | 18.5 | $18M | 226k | 79.99 | |
| CarMax (KMX) | 17.3 | $17M | 187k | 90.48 | |
| Xpo Logistics Inc equity (XPO) | 9.1 | $8.9M | 185k | 48.16 | |
| Drive Shack (DSHK) | 5.5 | $5.4M | 4.0M | 1.37 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.1 | $3.1M | 71k | 43.27 | |
| Carvana Cl A (CVNA) | 2.1 | $2.1M | 93k | 22.58 |
