LM
Lansing Management Portfolio holdings
AUM
$146M
This Quarter Return
-23.53%
1 Year Return
+35.13%
3 Year Return
+115.48%
5 Year Return
+157.23%
10 Year Return
–
AUM
$77M
AUM Growth
–
Cap. Flow
+$77M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
9
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Credit Acceptance
CACC
|
$12.1M |
| 2 |
Ferrari
RACE
|
$11.4M |
| 3 |
TransUnion
TRU
|
$11.4M |
| 4 |
Vail Resorts
MTN
|
$10.6M |
| 5 |
XPO
XPO
|
$8.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 38.47% |
| 2 | Consumer Discretionary | 34.04% |
| 3 | Industrials | 19.39% |
| 4 | Technology | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Credit Acceptance
CACC
$5.71B
| $12.1M | 15.76% |
+31,800
| New | +$12.1M |
|
|
2
Ferrari
RACE
$86.9B
| $11.4M | 14.83% |
+114,879
| New | +$11.4M |
|
|
3
TransUnion
TRU
$16.6B
| $11.4M | 14.74% |
+200,000
| New | +$11.4M |
|
|
4
Vail Resorts
MTN
$6.01B
| $10.6M | 13.78% |
+50,370
| New | +$10.6M |
|
|
5
XPO
XPO
$14.9B
| $8.52M | 11.06% |
+149,403
| New | +$8.52M |
|
6
Cimpress
CMPR
$1.52B
| $6.42M | 8.33% |
+62,091
| New | +$6.42M |
|
7
Roper Technologies
ROP
$55.7B
| $6.24M | 8.1% |
+23,400
| New | +$6.24M |
|
8
Interactive Brokers
IBKR
$27.7B
| $6.14M | 7.97% |
+112,408
| New | +$6.14M |
|
9
Carvana
CVNA
$50.3B
| $4.18M | 5.43% |
+127,857
| New | +$4.18M |
|