Lansing Management LP

Portfolio Overview

Lansing Management LP’s 13F filing for the period ending September 30, 2025, reveals a period of significant portfolio contraction and strategic reallocation. The total portfolio value decreased by 37.4%, dropping from $145.95 million to $91.30 million. This substantial reduction in assets under management (AUM) was driven not only by potential market depreciation but also by a decisive shift in capital deployment, characterized by the exit from three major positions tota...