Filed: 5/15/2025ACC: 0001420506-25-001220
📋 What this filing means
LANSING MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $119.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$119.15M
Total AUM (reported)
953.55K
Total Shares
Allocation by class
COM$63.98M53.7%
CL A$22.12M18.6%
COM CL A$16.55M13.9%
COM STK$16.50M13.8%
Portfolio Concentration
Top 3$61.97M52.0%
4–10$57.18M48.0%
Top 3 weight
52.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 953.55K
Sole
Full voting authority
953.55K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
FERRARI N V
SOLEShares62.05K
TypeSH
Market value$26.55M
22.28%
Sole
62.05K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares84.31K
TypeSH
Market value$17.79M
14.93%
Sole
84.31K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares29.91K
TypeSH
Market value$17.64M
14.80%
Sole
29.91K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares99.93K
TypeSH
Market value$16.55M
13.89%
Sole
99.93K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares461.40K
TypeSH
Market value$16.50M
13.85%
Sole
461.40K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares179.02K
TypeSH
Market value$14.86M
12.47%
Sole
179.02K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares10.60K
TypeSH
Market value$4.94M
4.14%
Sole
10.60K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares26.33K
TypeSH
Market value$4.34M
3.64%
Sole
26.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FERRARI N VSOLE | COM | 62.05K | SH | $26.55M 22.28% | 62.05K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 84.31K | SH | $17.79M 14.93% | 84.31K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 29.91K | SH | $17.64M 14.80% | 29.91K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 99.93K | SH | $16.55M 13.89% | 99.93K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 461.40K | SH | $16.50M 13.85% | 461.40K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 179.02K | SH | $14.86M 12.47% | 179.02K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 10.60K | SH | $4.94M 4.14% | 10.60K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 26.33K | SH | $4.34M 3.64% | 26.33K | 0.00 | 0.00 |