Q2 2025 · 13F-HR
Lansing Management LPholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002044
$145.9M
Reported value
8
Positions
2025-06-30
Period end
The Brief · Lansing Management LP · Q2 2025
AI · grounded in 13F
Lansing Management LP established a new position in FERRARI N V valued at $30.4M. The fund also added new stakes in APG for $23.1M and IBKR for $22.1M. Other new entries include HEI/A at $21.4M, TRU at $17.6M, and ROP at $17M. Total assets under management stand at $145.9M across 8 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N3167Y103 | RACE | FERRARI N V | $30.4M | 20.9% | 62,048 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $23.1M | 15.8% | 452,899 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $22.1M | 15.2% | 399,736 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $21.4M | 14.6% | 82,555 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $17.6M | 12.0% | 199,569 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $17.0M | 11.6% | 29,913 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $9.1M | 6.23% | 18,135 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $5.3M | 3.60% | 33,671 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.