Filed: 11/14/2025ACC: 0001420506-25-003387
📋 What this filing means
LANSING MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $137.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$137.83M
Total AUM (reported)
1.54M
Total Shares
Allocation by class
COM$70.40M51.1%
CL A$24.04M17.4%
COM CL A$23.26M16.9%
COM STK$20.14M14.6%
Portfolio Concentration
Top 3$70.86M51.4%
4–10$66.97M48.6%
Top 3 weight
51.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Sole
Full voting authority
1.54M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
FERRARI N V
SOLEShares55.80K
TypeSH
Market value$27.07M
19.64%
Sole
55.80K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares337.99K
TypeSH
Market value$23.26M
16.87%
Sole
337.99K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares80.81K
TypeSH
Market value$20.53M
14.90%
Sole
80.81K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares585.97K
TypeSH
Market value$20.14M
14.61%
Sole
585.97K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares206.77K
TypeSH
Market value$17.32M
12.57%
Sole
206.77K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares29.91K
TypeSH
Market value$14.92M
10.82%
Sole
29.91K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares23.27K
TypeSH
Market value$11.09M
8.04%
Sole
23.27K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares12.55K
TypeSH
Market value$1.84M
1.33%
Sole
12.55K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares207.60K
TypeSH
Market value$1.67M
1.21%
Sole
207.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FERRARI N VSOLE | COM | 55.80K | SH | $27.07M 19.64% | 55.80K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 337.99K | SH | $23.26M 16.87% | 337.99K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 80.81K | SH | $20.53M 14.90% | 80.81K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 585.97K | SH | $20.14M 14.61% | 585.97K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 206.77K | SH | $17.32M 12.57% | 206.77K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 29.91K | SH | $14.92M 10.82% | 29.91K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 23.27K | SH | $11.09M 8.04% | 23.27K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 12.55K | SH | $1.84M 1.33% | 12.55K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 207.60K | SH | $1.67M 1.21% | 207.60K | 0.00 | 0.00 |