Landmark Investment Partners, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$139.3M
Q ending 2026-03-31
Prior quarter
$213.9M
Q ending 2025-12-31
Change
-34.9% QoQ · -63.3% YoY
Positions
30
reported holdings
Largest positions
All 30 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Hilton Worldwide Hldgs Inc | HLT | Shares | $12.8M | 42K |
| Costar Group Inc | Call | $12.3M | 3K | |
| Apartment Invt & Mgmt Co | AIV | Shares | $10.4M | 2.6M |
| Cohen & Steers Inc | CNS | Shares | $10.1M | 161K |
| Cbre Group Inc | CBRE | Shares | $8.5M | 63K |
| Blackstone Inc | Call | $7.3M | 632 | |
| Douglas Emmett Inc | DEI | Shares | $7.2M | 763K |
| Colliers Intl Group Inc | CIGI | Shares | $6.7M | 63K |
| Nexpoint Residential Tr Inc | NXRT | Shares | $6.4M | 258K |
| Churchill Downs Inc | CHDN | Shares | $5.7M | 64K |
| Douglas Emmett Inc | Call | $5.6M | 6K | |
| Colliers Intl Group Inc | Call | $5.1M | 477 | |
| Costar Group Inc | CSGP | Shares | $4.8M | 120K |
| Cohen & Steers Inc | Call | $4.4M | 700 | |
| Marriott Vacations Worldwide | VAC | Shares | $4.3M | 67K |
| Essex Ppty Tr Inc | ESS | Shares | $3.8M | 16K |
| Camden Ppty Tr | CPT | Shares | $3.0M | 31K |
| Braemar Hotels & Resorts Inc | BHR | Shares | $2.7M | 1.1M |
| Avalonbay Cmntys Inc | AVB | Shares | $2.6M | 16K |
| Howard Hughes Holdings Inc | HHH | Shares | $2.4M | 38K |
| Hudson Pacific Properties In | HPP | Shares | $2.3M | 392K |
| Choice Hotels Intl Inc | Call | $2.2M | 216 | |
| Invitation Homes Inc | Call | $1.7M | 702 | |
| Hudson Pacific Properties In | Call | $1.7M | 3K | |
| Essex Ppty Tr Inc | Call | $1.4M | 56 | |
| Cubesmart | CUBE | Shares | $1.3M | 36K |
| Brookdale Sr Living Inc | BKD | Shares | $990K | 72K |
| Select Sector Spdr Tr | Call | $905K | 83 | |
| Builders Firstsource Inc | BLDR | Shares | $389K | 5K |
| Blackstone Inc | BX | Shares | $195K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.