Institutional
LANDMARK INVESTMENT PARTNERS, L.P.
CIK 0002023551
$139.3M
Reported AUM
30
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | $321.72 | -0.22% | 23.87% | 161.72% | $12.8M | 9.19% | — | HELD |
| 2 | — | COSTAR GROUP INC | — | — | — | — | $12.3M | 8.79% | — | HELD |
| 3 | AIV | APARTMENT INVT & MGMT CO | $2.62 | 0.38% | -15.83% | 5.61% | $10.4M | 7.47% | — | HELD |
| 4 | CNS | COHEN & STEERS INC | $81.66 | -0.93% | 17.37% | 10.08% | $10.1M | 7.22% | — | HELD |
| 5 | CBRE | CBRE GROUP INC | $147.78 | 0.50% | -4.48% | 52.70% | $8.5M | 6.12% | — | HELD |
| 6 | — | BLACKSTONE INC | — | — | — | — | $7.3M | 5.22% | — | HELD |
| 7 | DEI | DOUGLAS EMMETT INC | $12.26 | 2.08% | -13.95% | -52.57% | $7.2M | 5.16% | — | HELD |
| 8 | CIGI | COLLIERS INTL GROUP INC | $101.21 | -2.60% | -32.73% | -26.63% | $6.7M | 4.82% | — | HELD |
| 9 | NXRT | NEXPOINT RESIDENTIAL TR INC | $27.02 | 0.41% | -5.65% | -47.47% | $6.4M | 4.62% | — | HELD |
| 10 | CHDN | CHURCHILL DOWNS INC | $88.53 | -0.77% | -16.46% | -14.50% | $5.7M | 4.11% | — | HELD |
| 11 | — | DOUGLAS EMMETT INC | — | — | — | — | $5.6M | 4.02% | — | HELD |
| 12 | — | COLLIERS INTL GROUP INC | — | — | — | — | $5.1M | 3.66% | — | HELD |
| 13 | CSGP | COSTAR GROUP INC | $29.83 | -1.65% | -67.94% | -64.21% | $4.8M | 3.47% | — | HELD |
| 14 | — | COHEN & STEERS INC | — | — | — | — | $4.4M | 3.14% | — | HELD |
| 15 | VAC | MARRIOTT VACATIONS WORLDWIDE | $102.79 | 0.21% | 46.07% | -19.84% | $4.3M | 3.11% | — | HELD |
| 16 | ESS | ESSEX PPTY TR INC | $296.80 | 0.77% | 20.22% | 7.54% | $3.8M | 2.76% | — | HELD |
| 17 | CPT | CAMDEN PPTY TR | $116.37 | 1.16% | 11.95% | -8.77% | $3.0M | 2.16% | — | HELD |
| 18 | BHR | BRAEMAR HOTELS & RESORTS INC | $2.38 | 2.15% | 18.55% | -40.37% | $2.7M | 1.93% | — | HELD |
| 19 | AVB | AVALONBAY CMNTYS INC | $192.45 | 1.08% | 8.49% | -0.38% | $2.6M | 1.90% | — | HELD |
| 20 | HHH | HOWARD HUGHES HOLDINGS INC | $66.11 | -1.52% | -0.75% | -22.21% | $2.4M | 1.70% | — | HELD |
| 21 | HPP | HUDSON PACIFIC PROPERTIES IN | $13.98 | -0.92% | -16.36% | -90.96% | $2.3M | 1.66% | — | HELD |
| 22 | — | CHOICE HOTELS INTL INC | — | — | — | — | $2.2M | 1.60% | — | HELD |
| 23 | — | INVITATION HOMES INC | — | — | — | — | $1.7M | 1.25% | — | HELD |
| 24 | — | HUDSON PACIFIC PROPERTIES IN | — | — | — | — | $1.7M | 1.20% | — | HELD |
| 25 | — | ESSEX PPTY TR INC | — | — | — | — | $1.4M | 0.97% | — | HELD |
| 26 | CUBE | CUBESMART | $42.43 | -0.16% | 12.61% | -0.48% | $1.3M | 0.94% | — | HELD |
| 27 | BKD | BROOKDALE SR LIVING INC | $14.86 | -3.32% | 101.97% | 110.55% | $990K | 0.71% | — | HELD |
| 28 | — | SELECT SECTOR SPDR TR | — | — | — | — | $905K | 0.65% | — | HELD |
| 29 | BLDR | BUILDERS FIRSTSOURCE INC | $67.76 | -8.03% | -47.95% | 27.15% | $389K | 0.28% | — | HELD |
| 30 | BX | BLACKSTONE INC | $129.40 | -3.36% | -18.57% | 25.55% | $195K | 0.14% | — | HELD |
Source: SEC EDGAR · accession 0002023551-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.