Lansing Management LP Portfolio Holdings
Q3 2025•9 long positions•$137.8M portfolio value
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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $27.1M 19.64% | -$3.0M Sold | 0.031% 55.8K shares | 62.0K → 55.8K −$3.0M | -10.07% | $86.3B Large Cap | Q4 2018 Held for 6y 11m | |
Financial - Capital Markets Financial Services | $23.3M 16.87% | -$4.2M Sold | 0.076% 338.0K shares | 399.7K → 338.0K −$4.2M | -15.45% | $30.6B Large Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $20.5M 14.9% | -$444.7K Sold | 0.058% 80.8K shares | 82.6K → 80.8K −$444.7K | -2.12% | $44.9B Large Cap | Q3 2024 Held for 1y 2m | |
Engineering & Construction Industrials | $20.1M 14.61% | -$3.2M Sold | 0.141% 586.0K shares | 679.3K → 586.0K −$3.2M | -13.75% | $14.3B Large Cap | Q4 2022 Held for 2y 11m | |
Consulting Services Industrials | $17.3M 12.57% | +$603.2K Bought | 0.106% 206.8K shares | 199.6K → 206.8K +$603.2K | +3.61% | $16.3B Large Cap | Q4 2018 Held for 6y 11m | |
Industrial - Machinery Industrials | $14.9M 10.82% | — | 0.028% 29.9K shares | — | — | $53.7B Large Cap | Q4 2018 Held for 6y 11m | |
Financial - Data & Stock Exchanges Financial Services | $11.1M 8.04% | +$2.4M Bought | 0.013% 23.3K shares | 18.1K → 23.3K +$2.4M | +28.29% | $85.5B Large Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $1.8M 1.33% | -$3.1M Sold | 0.003% 12.6K shares | 33.7K → 12.6K −$3.1M | -62.71% | $64.8B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $1.7M 1.21% | +$1.7M New | 0.037% 207.6K shares | 0 → 207.6K +$1.7M | New | $4.5B Mid Cap | Q3 2025 Held for 2 months |
