LANDMARK INVESTMENT PARTNERS, L.P.
CIK 2023551 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- AIV11.30%
- DEI9.86%
- HLT9.63%
- CSGP8.90%
- CNS8.58%
- HHH8.03%
- MAA7.64%
- HGV6.74%
- ESS6.35%
- BKD5.94%
Share classes counted separately82.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NXRTWeight decreased · -5.71 pp6.57% → 0.86%Shares -215.73K (-86.67%)
- AIVWeight increased · +5.69 pp5.61% → 11.30%Shares +1.36M (+157.18%)
- BXWeight decreased · -5.50 pp6.39% → 0.89%Shares -38.92K (-85.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 17
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AIVAPARTMENT INVT & MGMT CO -ACL A View history and evidence | $13.19M | 11.30% | 2.22M shares | 5.61% → 11.30%+5.69 pp +1.36M (+157.18%) | Added | ↗▾ |
| 02 | DEIDOUGLAS EMMETT INC View history and evidence | $11.51M | 9.86% | 1.05M shares | 9.00% → 9.86%+0.86 pp +341.50K (+48.36%) | Added | ↗▾ |
| 03 | HLTHILTON WORLDWIDE HOLDINGS IN View history and evidence | $11.25M | 9.63% | 39.15K shares | 6.85% → 9.63%+2.78 pp +6.93K (+21.50%) | Added | ↗▾ |
| 04 | CSGPCOSTAR GROUP INC View history and evidence | $10.39M | 8.90% | 154.48K shares | 10.32% → 8.90%-1.42 pp +5.09K (+3.41%) | Added | ↗▾ |
| 05 | CNSCOHEN & STEERS INC View history and evidence | $10.02M | 8.58% | 159.62K shares | 7.96% → 8.58%+0.62 pp +11.53K (+7.78%) | Added | ↗▾ |
| 06 | HHHHOWARD HUGHES HOLDINGS INC View history and evidence | $9.38M | 8.03% | 117.62K shares | 10.21% → 8.03%-2.18 pp -34.07K (-22.46%) | Reduced | ↗▾ |
| 07 | MAAMID-AMERICA APARTMENT COMM View history and evidence | $8.92M | 7.64% | 64.23K shares | Prior unavailable +64.23K | New | ↗▾ |
| 08 | HGVHILTON GRAND VACATIONS INC View history and evidence | $7.87M | 6.74% | 175.81K shares | 5.67% → 6.74%+1.07 pp +10.33K (+6.24%) | Added | ↗▾ |
| 09 | ESSESSEX PROPERTY TRUST INC View history and evidence | $7.41M | 6.35% | 28.33K shares | 6.97% → 6.35%-0.62 pp -3.45K (-10.85%) | Reduced | ↗▾ |
| 10 | BKDBROOKDALE SENIOR LIVING INC View history and evidence | $6.94M | 5.94% | 643.08K shares | 6.54% → 5.94%-0.60 pp -299.74K (-31.79%) | Reduced | ↗▾ |
Options overlay 27
$97.14M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
CSGPCOSTAR GROUP INC View history and evidence | Call | 205.50K | $13.82M | +205.50K | ▾ |
VACMARRIOTT VACATIONS WORLD View history and evidence | Call | 198.40K | $11.45M | +198.40K | ▾ |
ESSESSEX PROPERTY TRUST INC View history and evidence | Call | 39.50K | $10.34M | -58.30K (-59.61%) | ▾ |
3 / 27 options · preview only
Exited positions 40
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Put | -50,000 | -$12.10M | SEC filing ↗ | SEC filing ↗ |
| 444097109 HUDSON PAC PPTYS INC | Non-derivative | -3,914,346 | -$10.80M | SEC filing ↗ | SEC filing ↗ |
| ARE ALEXANDRIA REAL ESTATE EQUIT | Call | -117,400 | -$9.78M | SEC filing ↗ | SEC filing ↗ |
3 / 40 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2023551 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 213909990
}Research all 44 reported holdings.
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