Lansing Management as of Sept. 30, 2022
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 30.7 | $25M | 134k | 185.00 | |
| Roper Industries (ROP) | 21.3 | $17M | 48k | 359.64 | |
| Transunion (TRU) | 16.7 | $14M | 226k | 59.49 | |
| CarMax (KMX) | 15.3 | $12M | 187k | 66.02 | |
| Xpo Logistics Inc equity (XPO) | 10.2 | $8.2M | 185k | 44.52 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.1 | $2.5M | 71k | 35.06 | |
| Carvana Cl A (CVNA) | 2.3 | $1.9M | 93k | 20.30 | |
| Drive Shack (DSHK) | 0.3 | $226k | 364k | 0.62 |
