LANDMARK INVESTMENT PARTNERS, L.P.
CIK 2023551 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- HLT13.23%
- AIV10.75%
- CNS10.38%
- CBRE8.81%
- DEI7.42%
- CIGI6.94%
- NXRT6.65%
- CHDN5.91%
- CSGP5.00%
- VAC4.48%
Share classes counted separately79.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NXRTWeight increased · +5.79 pp0.86% → 6.65%Shares +224.37K (+676.40%)
- HHHWeight decreased · -5.58 pp8.03% → 2.45%Shares -80.11K (-68.11%)
- BKDWeight decreased · -4.92 pp5.94% → 1.02%Shares -570.68K (-88.74%)
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 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HLTHILTON WORLDWIDE HOLDINGS IN View history and evidence | $12.80M | 13.23% | 42.11K shares | 9.63% → 13.23%+3.60 pp +2.96K (+7.55%) | Added | ↗▾ |
| 02 | AIVAPARTMENT INVT & MGMT CO -A View history and evidence | $10.40M | 10.75% | 2.56M shares | 11.30% → 10.75%-0.55 pp +335.40K (+15.10%) | Added | ↗▾ |
| 03 | CNSCOHEN & STEERS INC View history and evidence | $10.05M | 10.38% | 160.71K shares | 8.58% → 10.38%+1.80 pp +1.09K (+0.68%) | Added | ↗▾ |
| 04 | CBRECBRE GROUP INC - ACL A COM View history and evidence | $8.53M | 8.81% | 62.98K shares | Prior unavailable +62.98K | New | ↗▾ |
| 05 | DEIDOUGLAS EMMETT INC View history and evidence | $7.18M | 7.42% | 762.56K shares | 9.86% → 7.42%-2.44 pp -285.16K (-27.22%) | Reduced | ↗▾ |
| 06 | CIGICOLLIERS INTL GR-SUBORD VOTSUB VTG View history and evidence | $6.72M | 6.94% | 62.83K shares | Prior unavailable +62.83K | New | ↗▾ |
| 07 | NXRTNEXPOINT RESIDENTIAL View history and evidence | $6.44M | 6.65% | 257.55K shares | 0.86% → 6.65%+5.79 pp +224.37K (+676.40%) | Added | ↗▾ |
| 08 | CHDNCHURCHILL DOWNS INC View history and evidence | $5.73M | 5.91% | 63.73K shares | Prior unavailable +63.73K | New | ↗▾ |
| 09 | CSGPCOSTAR GROUP INC View history and evidence | $4.84M | 5.00% | 119.97K shares | 8.90% → 5.00%-3.90 pp -34.51K (-22.34%) | Reduced | ↗▾ |
| 10 | VACMARRIOTT VACATIONS WORLD View history and evidence | $4.34M | 4.48% | 66.57K shares | Prior unavailable +66.57K | New | ↗▾ |
Options overlay 10
$42.51M 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 INCCALL View history and evidence | Call | 3.04K | $12.25M | +3.04K | ▾ |
BXBLACKSTONE INCCALL View history and evidence | Call | 632 | $7.27M | +632 | ▾ |
DEIDOUGLAS EMMETT INCCALL View history and evidence | Call | 5.95K | $5.60M | +5.95K | ▾ |
3 / 10 options · preview only
Exited positions 31
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CSGP COSTAR GROUP INC | Call | -205,500 | -$13.82M | SEC filing ↗ | SEC filing ↗ |
| VAC MARRIOTT VACATIONS WORLD | Call | -198,400 | -$11.45M | SEC filing ↗ | SEC filing ↗ |
| ESS ESSEX PROPERTY TRUST INC | Call | -39,500 | -$10.34M | SEC filing ↗ | SEC filing ↗ |
3 / 31 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 139307193
}Take these holdings further.
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