LANDMARK INVESTMENT PARTNERS, L.P.
CIK: 0002023551Latest portfolio: $213.9M · Q4 2025
Holdings
35
Total Value
$213.9M
New Positions
10
Closed Positions
30
Top Holdings
View All 35 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CSGPCOSTAR GROUP INC | 359,980 | $24.2M | 11.32% | NEW | Call |
| 2 | ESSESSEX PPTY TR INC | 67,829 | $17.7M | 8.30% | -61,748 | Call |
| 3 | DEIDOUGLAS EMMETT INC | 1,527,713 | $16.8M | 7.85% | +241K | Call |
| 4 | HHHHOWARD HUGHES HOLDINGS INC | 179,119 | $14.3M | 6.68% | -34,071 | Call |
| 5 | AIVAPARTMENT INVT & MGMT CO | 2,220,778 | $13.2M | 6.17% | NEW | |
| 6 | MAAMID-AMER APT CMNTYS INC | 93,928 | $13.0M | 6.10% | NEW | Call |
| 7 | CNSCOHEN & STEERS INC | 207,623 | $13.0M | 6.09% | +4K | Call |
| 8 | VACMARRIOTT VACATIONS WORLDWIDE | 198,400 | $11.4M | 5.35% | NEW | Call |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 39,151 | $11.2M | 5.26% | +7K | |
| 10 | HGVHILTON GRAND VACATIONS INC | 175,810 | $7.9M | 3.68% | NEW | |
| 11 | B7SBROOKDALE SR LIVING INC | 643,076 | $6.9M | 3.24% | NEW | |
| 12 | HPPHUDSON PAC PPTYS INC | 580,709 | $6.3M | 2.94% | NEW | Call |
| 13 | VENVENTAS INC | 78,300 | $6.1M | 2.83% | — | Call |
| 14 | BYDBOYD GAMING CORP | 69,644 | $5.9M | 2.78% | NEW | |
| 15 | REGREGENCY CTRS CORP | 84,873 | $5.9M | 2.74% | NEW | |
| 16 | DOCHEALTHPEAK PROPERTIES INC | 246,100 | $4.0M | 1.85% | +16K | Call |
| 17 | BHRBRAEMAR HOTELS & RESORTS INC | 1,183,493 | $3.4M | 1.59% | NEW | Call |
| 18 | EXREXTRA SPACE STORAGE INC | 25,000 | $3.3M | 1.52% | NEW | Call |
| 19 | CHHCHOICE HOTELS INTL INC | 31,000 | $3.0M | 1.38% | +21K | Call |
| 20 | SUISUN CMNTYS INC | 23,500 | $2.9M | 1.36% | NEW | Call |
| 21 | BXBLACKSTONE INC | 17,259 | $2.7M | 1.24% | NEW | Call |
| 22 | EQIXEQUINIX INC | 2,700 | $2.1M | 0.97% | -700 | Call |
| 23 | EQREQUITY RESIDENTIAL | 31,300 | $2.0M | 0.92% | -124,641 | Call |
| 24 | WPCWP CAREY INC | 30,000 | $1.9M | 0.90% | -37,500 | Call |
| 25 | RHPRYMAN HOSPITALITY PPTYS INC | 20,100 | $1.9M | 0.89% | -1,900 | Call |
Quarterly Changes
New Positions
Sector Breakdown
Real Estate0.0% ($2.4204177491678913e+93T)
Consumer Cyclical0.0% ($1144511246786.8T)
Unknown0.0% ($693.9T)
Financial Services0.0% ($130.3B)
Filing History
Fund Information
LANDMARK INVESTMENT PARTNERS, L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $213.9M across 35 holdings. The largest position is COSTAR GROUP INC (CSGP), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 38 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.