Filed: 2/17/2026ACC: 0002023551-26-000002
📋 What this filing means
LANDMARK INVESTMENT PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $213.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$213.91M
Total AUM (reported)
8.38M
Total Shares
Allocation by class
COM$197.76M92.4%
CL A$13.19M6.2%
SH BEN INT$2.96M1.4%
Portfolio Concentration
Top 3$58.74M27.5%
4–10$84.12M39.3%
11–25$58.09M27.2%
Rest$12.95M6.1%
Top 3 weight
27.5%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 6.12M
Sole
Full voting authority
6.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
COSTAR GROUP INC
SOLEShares359.98K
TypeSH
Market value$24.21M
11.32%
Sole
154.48K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
SOLEShares67.83K
TypeSH
Market value$17.75M
8.30%
Sole
28.33K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares1.53M
TypeSH
Market value$16.79M
7.85%
Sole
1.05M
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares179.12K
TypeSH
Market value$14.29M
6.68%
Sole
117.62K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares2.22M
TypeSH
Market value$13.19M
6.17%
Sole
2.22M
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares93.93K
TypeSH
Market value$13.05M
6.10%
Sole
64.23K
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares207.62K
TypeSH
Market value$13.03M
6.09%
Sole
159.62K
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
SOLEShares198.40K
TypeSH
Market value$11.45M
5.35%
Sole
0.00
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares39.15K
TypeSH
Market value$11.25M
5.26%
Sole
39.15K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares175.81K
TypeSH
Market value$7.87M
3.68%
Sole
175.81K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares643.08K
TypeSH
Market value$6.94M
3.24%
Sole
643.08K
Shared
0.00
None
0.00
HUDSON PAC PPTYS INC
SOLEShares580.71K
TypeSH
Market value$6.29M
2.94%
Sole
180.71K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares78.30K
TypeSH
Market value$6.06M
2.83%
Sole
0.00
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares69.64K
TypeSH
Market value$5.94M
2.78%
Sole
69.64K
Shared
0.00
None
0.00
REGENCY CTRS CORP
SOLEShares84.87K
TypeSH
Market value$5.86M
2.74%
Sole
84.87K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC
SOLEShares246.10K
TypeSH
Market value$3.96M
1.85%
Sole
0.00
Shared
0.00
None
0.00
BRAEMAR HOTELS & RESORTS INC
SOLEShares1.18M
TypeSH
Market value$3.40M
1.59%
Sole
1.08M
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares25K
TypeSH
Market value$3.26M
1.52%
Sole
0.00
Shared
0.00
None
0.00
CHOICE HOTELS INTL INC
SOLEShares31K
TypeSH
Market value$2.95M
1.38%
Sole
0.00
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares23.50K
TypeSH
Market value$2.91M
1.36%
Sole
0.00
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares17.26K
TypeSH
Market value$2.66M
1.24%
Sole
6.76K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares2.70K
TypeSH
Market value$2.07M
0.97%
Sole
0.00
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares31.30K
TypeSH
Market value$1.97M
0.92%
Sole
0.00
Shared
0.00
None
0.00
WP CAREY INC
SOLEShares30K
TypeSH
Market value$1.93M
0.90%
Sole
0.00
Shared
0.00
None
0.00
RYMAN HOSPITALITY PPTYS INC
SOLEShares20.10K
TypeSH
Market value$1.90M
0.89%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTAR GROUP INCSOLE | COM | 359.98K | SH | $24.21M 11.32% | 154.48K | 0.00 | 0.00 |
ESSEX PPTY TR INCSOLE | COM | 67.83K | SH | $17.75M 8.30% | 28.33K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 1.53M | SH | $16.79M 7.85% | 1.05M | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 179.12K | SH | $14.29M 6.68% | 117.62K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 2.22M | SH | $13.19M 6.17% | 2.22M | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 93.93K | SH | $13.05M 6.10% | 64.23K | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | COM | 207.62K | SH | $13.03M 6.09% | 159.62K | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDESOLE | COM | 198.40K | SH | $11.45M 5.35% | 0.00 | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 39.15K | SH | $11.25M 5.26% | 39.15K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 175.81K | SH | $7.87M 3.68% | 175.81K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 643.08K | SH | $6.94M 3.24% | 643.08K | 0.00 | 0.00 |
HUDSON PAC PPTYS INCSOLE | COM | 580.71K | SH | $6.29M 2.94% | 180.71K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 78.30K | SH | $6.06M 2.83% | 0.00 | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 69.64K | SH | $5.94M 2.78% | 69.64K | 0.00 | 0.00 |
REGENCY CTRS CORPSOLE | COM | 84.87K | SH | $5.86M 2.74% | 84.87K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INCSOLE | COM | 246.10K | SH | $3.96M 1.85% | 0.00 | 0.00 | 0.00 |
BRAEMAR HOTELS & RESORTS INCSOLE | COM | 1.18M | SH | $3.40M 1.59% | 1.08M | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 25K | SH | $3.26M 1.52% | 0.00 | 0.00 | 0.00 |
CHOICE HOTELS INTL INCSOLE | COM | 31K | SH | $2.95M 1.38% | 0.00 | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 23.50K | SH | $2.91M 1.36% | 0.00 | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 17.26K | SH | $2.66M 1.24% | 6.76K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 2.70K | SH | $2.07M 0.97% | 0.00 | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 31.30K | SH | $1.97M 0.92% | 0.00 | 0.00 | 0.00 |
WP CAREY INCSOLE | COM | 30K | SH | $1.93M 0.90% | 0.00 | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 20.10K | SH | $1.90M 0.89% | 0.00 | 0.00 | 0.00 |
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