Q1 2026 · 13F-HR
LANDMARK INVESTMENT PARTNERS, L.P.holdings as filed
Filed 2026-05-15 · accession 0002023551-26-000004
$139.3M
Reported value
30
Positions
2026-03-31
Period end
The Brief · LANDMARK INVESTMENT PARTNERS, L.P. · Q1 2026
AI · grounded in 13F
LANDMARK INVESTMENT PARTNERS, L.P. closed its position in MAA for a reduction of $13.05M. The fund established new positions in COSTAR GROUP INC for $12.25M and CBRE for $8.53M. Other new entries include BLACKSTONE INC at $7.27M and CIGI at $6.72M. Additionally, the fund exited its position in HGV for $7.87M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $12.8M | 9.19% | 42,108 | Common | SOLE |
| 22160N909 | — | COSTAR GROUP INC | $12.3M | 8.79% | 3,037 | CALL | SOLE |
| 03748R747 | AIV | APARTMENT INVT & MGMT CO | $10.4M | 7.47% | 2,556,176 | Common | SOLE |
| 19247A100 | CNS | COHEN & STEERS INC | $10.1M | 7.22% | 160,709 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $8.5M | 6.12% | 62,978 | Common | SOLE |
| 09260D907 | — | BLACKSTONE INC | $7.3M | 5.22% | 632 | CALL | SOLE |
| 25960P109 | DEI | DOUGLAS EMMETT INC | $7.2M | 5.16% | 762,556 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $6.7M | 4.82% | 62,828 | Common | SOLE |
| 65341D102 | NXRT | NEXPOINT RESIDENTIAL TR INC | $6.4M | 4.62% | 257,546 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $5.7M | 4.11% | 63,733 | Common | SOLE |
| 25960P909 | — | DOUGLAS EMMETT INC | $5.6M | 4.02% | 5,950 | CALL | SOLE |
| 194693907 | — | COLLIERS INTL GROUP INC | $5.1M | 3.66% | 477 | CALL | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $4.8M | 3.47% | 119,966 | Common | SOLE |
| 19247A900 | — | COHEN & STEERS INC | $4.4M | 3.14% | 700 | CALL | SOLE |
| 57164Y107 | VAC | MARRIOTT VACATIONS WORLDWIDE | $4.3M | 3.11% | 66,572 | Common | SOLE |
| 297178105 | ESS | ESSEX PPTY TR INC | $3.8M | 2.76% | 15,906 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $3.0M | 2.16% | 30,812 | Common | SOLE |
| 10482B101 | BHR | BRAEMAR HOTELS & RESORTS INC | $2.7M | 1.93% | 1,139,798 | Common | SOLE |
| 053484101 | AVB | AVALONBAY CMNTYS INC | $2.6M | 1.90% | 16,200 | Common | SOLE |
| 44267T102 | HHH | HOWARD HUGHES HOLDINGS INC | $2.4M | 1.70% | 37,512 | Common | SOLE |
| 444097406 | HPP | HUDSON PACIFIC PROPERTIES IN | $2.3M | 1.66% | 392,188 | Common | SOLE |
| 169905906 | — | CHOICE HOTELS INTL INC | $2.2M | 1.60% | 216 | CALL | SOLE |
| 46187W907 | — | INVITATION HOMES INC | $1.7M | 1.25% | 702 | CALL | SOLE |
| 444097906 | — | HUDSON PACIFIC PROPERTIES IN | $1.7M | 1.20% | 2,825 | CALL | SOLE |
| 297178905 | — | ESSEX PPTY TR INC | $1.4M | 0.97% | 56 | CALL | SOLE |
| 229663109 | CUBE | CUBESMART | $1.3M | 0.94% | 35,704 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $990,323 | 0.71% | 72,392 | Common | SOLE |
| 81369Y900 | — | SELECT SECTOR SPDR TR | $904,534 | 0.65% | 83 | CALL | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $389,092 | 0.28% | 4,726 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $195,253 | 0.14% | 1,698 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.