Lansing Management LP ZTS — ZOETIS INC

Ownership history in Lansing Management LP  ·  5 quarters on record

AI Ownership Summary

Lansing Management LP reported ZOETIS INC (ZTS) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 10.61% in 2024 Q3. The latest visible filing shows ZTS at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lansing Management LP's position in ZOETIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZTS was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.61% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZTS stock page Lansing Management LP fund profile Lansing Management LP full holdings
How Lansing Management LP held ZTS — position size vs. price
% of Fund (quarterly)    ZTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 62.7% -13.6% ✅ 12,555 -21,116 -62.7% 1.33% $1.8M 2025-11-14 $119.79
2025 Q2 ADDED — — — 33,671 +7,340 +27.9% 3.60% $5.3M 2025-08-14 $151.22
2025 Q1 ADDED — — — 26,331 +6,200 +30.8% 3.64% $4.3M 2025-05-15 $157.90
2024 Q4 REDUCED 73.5% +1.4% ❌ 20,131 -55,777 -73.5% 2.89% $3.3M 2025-02-14 $154.59
2024 Q3 INITIATED — — — 75,908 — — 10.61% $14.8M 2024-11-14 $170.86

🏢 Other funds also holding ZTS

As of 2026 Q1 — sorted by position size

BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 7.87% Seilern Investment Management Ltd 4.49% Tandem Investment Advisors, Inc. 3Y 7Y 3.94% ASO GROUP Ltd 3.58% Maj Invest Holding A/S 3Y 7Y 3.51% PICTET BANK & TRUST Ltd 3Y 7Y 3.5% SCHARF INVESTMENTS, LLC 3Y 7Y 3.05% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 2.9% Minneapolis Portfolio Management Group, LLC 3Y 7Y 2.49% Lazard Freres Gestion S.A.S. 3Y 2.45%

FAQ About Lansing Management LP and ZTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lansing Management LP reported owning ZTS?

Lansing Management LP reported ZTS across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported ZTS position in Lansing Management LP's portfolio?

The largest reported portfolio weight for ZTS was 10.61% in 2024 Q3.

What is the latest reported ZTS position on this page?

The most recent filing on this page is 2025 Q3, when Lansing Management LP reported 12,555 shares, equal to 1.33% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ZTS ownership page compare?

The chart compares Lansing Management LP's quarterly ZTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lansing Management LP time their ZTS position?

Based on 13F filing dates vs. subsequent ZTS price moves, Lansing Management LP correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on ZTS relative to SPY over the holding period was -38.9%.

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