Filed: 5/15/2026ACC: 0002023551-26-000004
📋 What this filing means
LANDMARK INVESTMENT PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $139.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$139.31M
Total AUM (reported)
5.92M
Total Shares
Allocation by class
COM$81.55M58.5%
CALL$42.51M30.5%
CL A COM$8.53M6.1%
SUB VTG$6.72M4.8%
Portfolio Concentration
Top 3$35.46M25.5%
4–10$51.91M37.3%
11–25$48.15M34.6%
Rest$3.79M2.7%
Top 3 weight
25.5%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 5.92M
Sole
Full voting authority
5.92M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
HILTON WORLDWIDE HLDGS INC
SOLEShares42.11K
TypeSH
Market value$12.80M
9.19%
Sole
42.11K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares3.04K
TypeSH
Market value$12.25M
8.79%
Sole
3.04K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares2.56M
TypeSH
Market value$10.40M
7.47%
Sole
2.56M
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares160.71K
TypeSH
Market value$10.05M
7.22%
Sole
160.71K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares62.98K
TypeSH
Market value$8.53M
6.12%
Sole
62.98K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares632.00
TypeSH
Market value$7.27M
5.22%
Sole
632.00
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares762.56K
TypeSH
Market value$7.18M
5.16%
Sole
762.56K
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares62.83K
TypeSH
Market value$6.72M
4.82%
Sole
62.83K
Shared
0.00
None
0.00
NEXPOINT RESIDENTIAL TR INC
SOLEShares257.55K
TypeSH
Market value$6.44M
4.62%
Sole
257.55K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares63.73K
TypeSH
Market value$5.73M
4.11%
Sole
63.73K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares5.95K
TypeSH
Market value$5.60M
4.02%
Sole
5.95K
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares477.00
TypeSH
Market value$5.10M
3.66%
Sole
477.00
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares119.97K
TypeSH
Market value$4.84M
3.47%
Sole
119.97K
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares700.00
TypeSH
Market value$4.38M
3.14%
Sole
700.00
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
SOLEShares66.57K
TypeSH
Market value$4.34M
3.11%
Sole
66.57K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
SOLEShares15.91K
TypeSH
Market value$3.85M
2.76%
Sole
15.91K
Shared
0.00
None
0.00
CAMDEN PPTY TR
SOLEShares30.81K
TypeSH
Market value$3.01M
2.16%
Sole
30.81K
Shared
0.00
None
0.00
BRAEMAR HOTELS & RESORTS INC
SOLEShares1.14M
TypeSH
Market value$2.69M
1.93%
Sole
1.14M
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares16.20K
TypeSH
Market value$2.65M
1.90%
Sole
16.20K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares37.51K
TypeSH
Market value$2.37M
1.70%
Sole
37.51K
Shared
0.00
None
0.00
HUDSON PACIFIC PROPERTIES IN
SOLEShares392.19K
TypeSH
Market value$2.32M
1.66%
Sole
392.19K
Shared
0.00
None
0.00
CHOICE HOTELS INTL INC
SOLEShares216.00
TypeSH
Market value$2.24M
1.60%
Sole
216.00
Shared
0.00
None
0.00
INVITATION HOMES INC
SOLEShares702.00
TypeSH
Market value$1.74M
1.25%
Sole
702.00
Shared
0.00
None
0.00
HUDSON PACIFIC PROPERTIES IN
SOLEShares2.83K
TypeSH
Market value$1.67M
1.20%
Sole
2.83K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
SOLEShares56.00
TypeSH
Market value$1.36M
0.97%
Sole
56.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON WORLDWIDE HLDGS INCSOLE | COM | 42.11K | SH | $12.80M 9.19% | 42.11K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | CALL | 3.04K | SH | $12.25M 8.79% | 3.04K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | COM | 2.56M | SH | $10.40M 7.47% | 2.56M | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | COM | 160.71K | SH | $10.05M 7.22% | 160.71K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A COM | 62.98K | SH | $8.53M 6.12% | 62.98K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | CALL | 632.00 | SH | $7.27M 5.22% | 632.00 | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 762.56K | SH | $7.18M 5.16% | 762.56K | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG | 62.83K | SH | $6.72M 4.82% | 62.83K | 0.00 | 0.00 |
NEXPOINT RESIDENTIAL TR INCSOLE | COM | 257.55K | SH | $6.44M 4.62% | 257.55K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 63.73K | SH | $5.73M 4.11% | 63.73K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | CALL | 5.95K | SH | $5.60M 4.02% | 5.95K | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | CALL | 477.00 | SH | $5.10M 3.66% | 477.00 | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 119.97K | SH | $4.84M 3.47% | 119.97K | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | CALL | 700.00 | SH | $4.38M 3.14% | 700.00 | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDESOLE | COM | 66.57K | SH | $4.34M 3.11% | 66.57K | 0.00 | 0.00 |
ESSEX PPTY TR INCSOLE | COM | 15.91K | SH | $3.85M 2.76% | 15.91K | 0.00 | 0.00 |
CAMDEN PPTY TRSOLE | COM | 30.81K | SH | $3.01M 2.16% | 30.81K | 0.00 | 0.00 |
BRAEMAR HOTELS & RESORTS INCSOLE | COM | 1.14M | SH | $2.69M 1.93% | 1.14M | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 16.20K | SH | $2.65M 1.90% | 16.20K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 37.51K | SH | $2.37M 1.70% | 37.51K | 0.00 | 0.00 |
HUDSON PACIFIC PROPERTIES INSOLE | COM | 392.19K | SH | $2.32M 1.66% | 392.19K | 0.00 | 0.00 |
CHOICE HOTELS INTL INCSOLE | CALL | 216.00 | SH | $2.24M 1.60% | 216.00 | 0.00 | 0.00 |
INVITATION HOMES INCSOLE | CALL | 702.00 | SH | $1.74M 1.25% | 702.00 | 0.00 | 0.00 |
HUDSON PACIFIC PROPERTIES INSOLE | CALL | 2.83K | SH | $1.67M 1.20% | 2.83K | 0.00 | 0.00 |
ESSEX PPTY TR INCSOLE | CALL | 56.00 | SH | $1.36M 0.97% | 56.00 | 0.00 | 0.00 |
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