Filed: 8/14/2025ACC: 0001420506-25-002044
📋 What this filing means
LANSING MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $145.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$145.95M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$74.06M50.7%
CL A$26.61M18.2%
COM STK$23.12M15.8%
COM CL A$22.15M15.2%
Portfolio Concentration
Top 3$75.72M51.9%
4–10$70.23M48.1%
Top 3 weight
51.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
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$30.45M
20.86%
Sole
62.05K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares452.90K
TypeSH
Market value$23.12M
15.84%
Sole
452.90K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares399.74K
TypeSH
Market value$22.15M
15.18%
Sole
399.74K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares82.56K
TypeSH
Market value$21.36M
14.64%
Sole
82.56K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares199.57K
TypeSH
Market value$17.56M
12.03%
Sole
199.57K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares29.91K
TypeSH
Market value$16.96M
11.62%
Sole
29.91K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares18.14K
TypeSH
Market value$9.10M
6.23%
Sole
18.14K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares33.67K
TypeSH
Market value$5.25M
3.60%
Sole
33.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FERRARI N VSOLE | COM | 62.05K | SH | $30.45M 20.86% | 62.05K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 452.90K | SH | $23.12M 15.84% | 452.90K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 399.74K | SH | $22.15M 15.18% | 399.74K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 82.56K | SH | $21.36M 14.64% | 82.56K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 199.57K | SH | $17.56M 12.03% | 199.57K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 29.91K | SH | $16.96M 11.62% | 29.91K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 18.14K | SH | $9.10M 6.23% | 18.14K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 33.67K | SH | $5.25M 3.60% | 33.67K | 0.00 | 0.00 |