LANDMARK INVESTMENT PARTNERS, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$213.9M

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (35 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CSGPCOSTAR GROUP INC	359,980	$24.2M	11.32%	Call
2	ESSESSEX PPTY TR INC	67,829	$17.7M	8.30%	Call
3	DEIDOUGLAS EMMETT INC	1,527,713	$16.8M	7.85%	Call
4	HHHHOWARD HUGHES HOLDINGS INC	179,119	$14.3M	6.68%	Call
5	AIVAPARTMENT INVT & MGMT CO	2,220,778	$13.2M	6.17%
6	MAAMID-AMER APT CMNTYS INC	93,928	$13.0M	6.10%	Call
7	CNSCOHEN & STEERS INC	207,623	$13.0M	6.09%	Call
8	VACMARRIOTT VACATIONS WORLDWIDE	198,400	$11.4M	5.35%	Call
9	HLTHILTON WORLDWIDE HLDGS INC	39,151	$11.2M	5.26%
10	HGVHILTON GRAND VACATIONS INC	175,810	$7.9M	3.68%
11	B7SBROOKDALE SR LIVING INC	643,076	$6.9M	3.24%
12	HPPHUDSON PAC PPTYS INC	580,709	$6.3M	2.94%	Call
13	VENVENTAS INC	78,300	$6.1M	2.83%	Call
14	BYDBOYD GAMING CORP	69,644	$5.9M	2.78%
15	REGREGENCY CTRS CORP	84,873	$5.9M	2.74%
16	DOCHEALTHPEAK PROPERTIES INC	246,100	$4.0M	1.85%	Call
17	BHRBRAEMAR HOTELS & RESORTS INC	1,183,493	$3.4M	1.59%	Call
18	EXREXTRA SPACE STORAGE INC	25,000	$3.3M	1.52%	Call
19	CHHCHOICE HOTELS INTL INC	31,000	$3.0M	1.38%	Call
20	SUISUN CMNTYS INC	23,500	$2.9M	1.36%	Call
21	BXBLACKSTONE INC	17,259	$2.7M	1.24%	Call
22	EQIXEQUINIX INC	2,700	$2.1M	0.97%	Call
23	EQREQUITY RESIDENTIAL	31,300	$2.0M	0.92%	Call
24	WPCWP CAREY INC	30,000	$1.9M	0.90%	Call
25	RHPRYMAN HOSPITALITY PPTYS INC	20,100	$1.9M	0.89%	Call
26	OREALTY INCOME CORP	33,600	$1.9M	0.89%	Call
27	GLPIGAMING & LEISURE PPTYS INC	34,800	$1.6M	0.73%	Call
28	AVBAVALONBAY CMNTYS INC	8,100	$1.5M	0.69%	Call
29	FQIDIGITAL RLTY TR INC	9,300	$1.4M	0.67%	Call
30	NNNNNN REIT INC	36,200	$1.4M	0.67%	Call
31	REXRREXFORD INDL RLTY INC	35,700	$1.4M	0.65%	Call
32	KRCKILROY RLTY CORP	33,000	$1.2M	0.58%	Call
33	NXRTNEXPOINT RESIDENTIAL TR INC	33,172	$998K	0.47%
34	CPTCAMDEN PPTY TR	8,978	$988K	0.46%
35	BXPBXP INC	8,300	$560K	0.26%	Call