LM

Lansing Management Portfolio holdings

AUM $146M
This Quarter Return
+12.65%
1 Year Return
+35.13%
3 Year Return
+115.48%
5 Year Return
+157.23%
10 Year Return
–
AUM
$92.1M
AUM Growth
+$92.1M
Cap. Flow
-$9.63M
Cap. Flow %
-10.46%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
3
Reduced
6
Closed
–

Top Buys

1
KMX icon
CarMax
KMX
$4.18M
2
IBKR icon
Interactive Brokers
IBKR
$1.25M
3
CVNA icon
Carvana
CVNA
$342K

Top Sells

1
ROP icon
Roper Technologies
ROP
$6.76M
2
CACC icon
Credit Acceptance
CACC
$4.48M
3
MTN icon
Vail Resorts
MTN
$1.52M
4
XPO icon
XPO
XPO
$1.33M
5
RACE icon
Ferrari
RACE
$943K

Sector Composition

1 Consumer Discretionary 53.86%
2 Financials 34.9%
3 Industrials 7.05%
4 Technology 4.18%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KMX icon
1
CarMax
KMX
$9.21B
$17.4M 18.88%
200,210
+48,100
+32% +$4.18M
TRU icon
2
TransUnion
TRU
$17.2B
$15.2M 16.53%
207,053
-5,160
-2% -$379K
RACE icon
3
Ferrari
RACE
$85B
$14.9M 16.19%
92,322
-5,840
-6% -$943K
CVNA icon
4
Carvana
CVNA
$51.4B
$11.5M 12.53%
184,240
+5,459
+3% +$342K
CACC icon
5
Credit Acceptance
CACC
$5.78B
$9.1M 9.88%
18,800
-9,250
-33% -$4.48M
IBKR icon
6
Interactive Brokers
IBKR
$27.7B
$7.82M 8.49%
144,242
+23,100
+19% +$1.25M
XPO icon
7
XPO
XPO
$15.3B
$6.5M 7.05%
112,351
-22,970
-17% -$1.33M
MTN icon
8
Vail Resorts
MTN
$6.09B
$5.77M 6.26%
25,844
-6,800
-21% -$1.52M
ROP icon
9
Roper Technologies
ROP
$56.6B
$3.85M 4.18%
10,521
-18,460
-64% -$6.76M