Lansing Management LP logo

Lansing Management LP

Hedge FundLong/Short

Lansing Management LP is a Long/Short Hedge Fund based in New York, NY led by Gerrity L. Lansing, reporting $167.7M in AUM as of Q3 2025 with 53% Industrials concentration, with only 9 positions, and 20% allocation to RACE.

PartnerGerrity L. Lansing
Portfolio Value
$137.8M
Positions
9
Top Holding
RACE at 19.64%
Last Reported
Q3 2025
Address433 Broadway, Suite 405, New York, NY, 10013, United States

Top Holdings

Largest long holdings in Lansing Management LP's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Ferrari logo
Auto - Manufacturers
Consumer Cyclical
$27.1M
19.64%
-$3.0M
Sold
0.03%
55.8K shares
Financial - Capital Markets
Financial Services
$23.3M
16.87%
-$4.2M
Sold
0.08%
338.0K shares
Aerospace & Defense
Industrials
$20.5M
14.90%
-$444.7K
Sold
0.06%
80.8K shares
Engineering & Construction
Industrials
$20.1M
14.61%
-$3.2M
Sold
0.14%
586.0K shares
Consulting Services
Industrials
$17.3M
12.57%
+$603.2K
Bought
0.11%
206.8K shares
Industrial - Machinery
Industrials
$14.9M
10.82%
0.03%
29.9K shares
Financial - Data & Stock Exchanges
Financial Services
$11.1M
8.04%
+$2.4M
Bought
0.01%
23.3K shares
8
Zoetis logo
Drug Manufacturers - Specialty & Generic
Healthcare
$1.8M
1.33%
-$3.1M
Sold
0.00%
12.6K shares
9
Compass logo
Software - Application
Technology
$1.7M
1.21%
+$1.7M
New
0.04%
207.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lansing Management LP's latest filing

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Market Value
$137.8M
Prior: $145.9M
Q/Q Change
-5.56%
-$8.1M
Net Flows % of MV
-6.75%
Turnover Ratio
6.8%
New Purchases
1 stocks
$1.7M
Added To
2 stocks
+$3.0M
Sold Out Of
0 stocks
-
Reduced Holdings
5 stocks
-$14.0M

Increased Positions

PositionShares Δ
1
Compass logo
New
+28.29%
+3.61%

Decreased Positions

PositionShares Δ
1
Zoetis logo
-62.71%
-15.45%
-13.75%
4
Ferrari logo
-10.07%
-2.12%

Analytics

Portfolio insights and performance metrics for Lansing Management LP

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Sector Allocation

Industrials: 52.90%IndustrialsFinancial Services: 24.90%Financial ServicesConsumer Cyclical: 19.60%Consumer CyclicalHealthcare: 1.30%Technology: 1.20%
Industrials
52.90%
Financial Services
24.90%
Consumer Cyclical
19.60%
Healthcare
1.30%
Technology
1.20%

Market Cap Distribution

Large Cap ($10B - $200B): 98.79%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.21%
Large Cap ($10B - $200B)
98.79%
Mid Cap ($2B - $10B)
1.21%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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