Filed: 8/14/2026ACC: 0002023551-26-000005
📋 What this filing means
LANDMARK INVESTMENT PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $399.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$399.29M
Total AUM (reported)
12.08M
Total Shares
Allocation by class
CALL$273.05M68.4%
COM$80.90M20.3%
PUT$18.16M4.5%
CL A$18.01M4.5%
SH BEN INT$5.16M1.3%
CL A LMT VTG SHS$4.02M1.0%
Portfolio Concentration
Top 3$72.13M18.1%
4–10$107.84M27.0%
11–25$117.10M29.3%
Rest$102.22M25.6%
Top 3 weight
18.1%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 12.08M
Sole
Full voting authority
12.08M
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)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
ESSEX PPTY TR INC
SOLEShares94.30K
TypeSH
Market value$26.45M
6.62%
Sole
94.30K
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares306.20K
TypeSH
Market value$25.77M
6.45%
Sole
306.20K
Shared
0.00
None
0.00
CHOICE HOTELS INTL INC
SOLEShares191.60K
TypeSH
Market value$19.91M
4.99%
Sole
191.60K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares1.68M
TypeSH
Market value$19.25M
4.82%
Sole
1.68M
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares130.50K
TypeSH
Market value$19.21M
4.81%
Sole
130.50K
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares96.30K
TypeSH
Market value$17.36M
4.35%
Sole
96.30K
Shared
0.00
None
0.00
JONES LANG LASALLE INC
SOLEShares43.70K
TypeSH
Market value$15.84M
3.97%
Sole
43.70K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares36K
TypeSH
Market value$12.76M
3.19%
Sole
36K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares38.50K
TypeSH
Market value$11.81M
2.96%
Sole
38.50K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares1.01M
TypeSH
Market value$11.61M
2.91%
Sole
1.01M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares369.40K
TypeSH
Market value$11.28M
2.83%
Sole
369.40K
Shared
0.00
None
0.00
TRAVEL PLUS LEISURE CO
SOLEShares136.10K
TypeSH
Market value$10.09M
2.53%
Sole
136.10K
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares108.85K
TypeSH
Market value$9.16M
2.29%
Sole
108.85K
Shared
0.00
None
0.00
KILROY REALTY CORP
SOLEShares240K
TypeSH
Market value$8.60M
2.15%
Sole
240K
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares91.60K
TypeSH
Market value$8.49M
2.13%
Sole
91.60K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares619.70K
TypeSH
Market value$7.84M
1.96%
Sole
619.70K
Shared
0.00
None
0.00
NEXPOINT RESIDENTIAL TR INC
SOLEShares319.09K
TypeSH
Market value$7.79M
1.95%
Sole
319.09K
Shared
0.00
None
0.00
UDR INC
SOLEShares200.90K
TypeSH
Market value$7.46M
1.87%
Sole
200.90K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares580.05K
TypeSH
Market value$7.34M
1.84%
Sole
580.05K
Shared
0.00
None
0.00
UDR INC
SOLEShares193.04K
TypeSH
Market value$7.17M
1.80%
Sole
193.04K
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
SOLEShares60.58K
TypeSH
Market value$7.06M
1.77%
Sole
60.58K
Shared
0.00
None
0.00
SL GREEN RLTY CORP
SOLEShares126.90K
TypeSH
Market value$7.04M
1.76%
Sole
126.90K
Shared
0.00
None
0.00
ENSIGN GROUP INC
SOLEShares34.05K
TypeSH
Market value$6.15M
1.54%
Sole
34.05K
Shared
0.00
None
0.00
CHOICE HOTELS INTL INC
SOLEShares55.91K
TypeSH
Market value$5.81M
1.46%
Sole
55.91K
Shared
0.00
None
0.00
HUDSON PACIFIC PROPERTIES IN
SOLEShares419.87K
TypeSH
Market value$5.81M
1.45%
Sole
419.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ESSEX PPTY TR INCSOLE | CALL | 94.30K | SH | $26.45M 6.62% | 94.30K | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | CALL | 306.20K | SH | $25.77M 6.45% | 306.20K | 0.00 | 0.00 |
CHOICE HOTELS INTL INCSOLE | CALL | 191.60K | SH | $19.91M 4.99% | 191.60K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | CALL | 1.68M | SH | $19.25M 4.82% | 1.68M | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CALL | 130.50K | SH | $19.21M 4.81% | 130.50K | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | CALL | 96.30K | SH | $17.36M 4.35% | 96.30K | 0.00 | 0.00 |
JONES LANG LASALLE INCSOLE | CALL | 43.70K | SH | $15.84M 3.97% | 43.70K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | PUT | 36K | SH | $12.76M 3.19% | 36K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | CALL | 38.50K | SH | $11.81M 2.96% | 38.50K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 1.01M | SH | $11.61M 2.91% | 1.01M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | CALL | 369.40K | SH | $11.28M 2.83% | 369.40K | 0.00 | 0.00 |
TRAVEL PLUS LEISURE COSOLE | CALL | 136.10K | SH | $10.09M 2.53% | 136.10K | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | COM | 108.85K | SH | $9.16M 2.29% | 108.85K | 0.00 | 0.00 |
KILROY REALTY CORPSOLE | CALL | 240K | SH | $8.60M 2.15% | 240K | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | CALL | 91.60K | SH | $8.49M 2.13% | 91.60K | 0.00 | 0.00 |
COMPASS INCSOLE | CALL | 619.70K | SH | $7.84M 1.96% | 619.70K | 0.00 | 0.00 |
NEXPOINT RESIDENTIAL TR INCSOLE | COM | 319.09K | SH | $7.79M 1.95% | 319.09K | 0.00 | 0.00 |
UDR INCSOLE | CALL | 200.90K | SH | $7.46M 1.87% | 200.90K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 580.05K | SH | $7.34M 1.84% | 580.05K | 0.00 | 0.00 |
UDR INCSOLE | COM | 193.04K | SH | $7.17M 1.80% | 193.04K | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDESOLE | COM | 60.58K | SH | $7.06M 1.77% | 60.58K | 0.00 | 0.00 |
SL GREEN RLTY CORPSOLE | CALL | 126.90K | SH | $7.04M 1.76% | 126.90K | 0.00 | 0.00 |
ENSIGN GROUP INCSOLE | COM | 34.05K | SH | $6.15M 1.54% | 34.05K | 0.00 | 0.00 |
CHOICE HOTELS INTL INCSOLE | COM | 55.91K | SH | $5.81M 1.46% | 55.91K | 0.00 | 0.00 |
HUDSON PACIFIC PROPERTIES INSOLE | COM | 419.87K | SH | $5.81M 1.45% | 419.87K | 0.00 | 0.00 |
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