Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LANDMARK INVESTMENT PARTNERS, L.P. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

LANDMARK INVESTMENT PARTNERS, L.P. (CIK 2023551) reported $139.3M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HLT ($12.8M, 9.19%), CSGP ($12.3M, 8.79%), AIV ($10.4M, 7.47%), CNS ($10.1M, 7.22%), CBRE ($8.5M, 6.12%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HLTHILTON WORLDWIDE HLDGS INC$12.8M9.19%42,108Added
2CSGPCOSTAR GROUP INC$12.3M8.79%3,037New
3AIVAPARTMENT INVT & MGMT CO$10.4M7.47%2.6MAdded
4CNSCOHEN & STEERS INC$10.1M7.22%160,709Trimmed
5CBRECBRE GROUP INC$8.5M6.12%62,978New
6BXBLACKSTONE INC$7.3M5.22%632New
7DEIDOUGLAS EMMETT INC$7.2M5.16%762,556Trimmed
8CIGICOLLIERS INTL GROUP INC$6.7M4.82%62,828New
9NXRTNEXPOINT RESIDENTIAL TR INC$6.4M4.62%257,546Added
10CHDNCHURCHILL DOWNS INC$5.7M4.11%63,733New
11DEIDOUGLAS EMMETT INC$5.6M4.02%5,950New
12CIGICOLLIERS INTL GROUP INC$5.1M3.66%477New
13CSGPCOSTAR GROUP INC$4.8M3.47%119,966Trimmed
14CNSCOHEN & STEERS INC$4.4M3.14%700New
15VACMARRIOTT VACATIONS WORLDWIDE$4.3M3.11%66,572Trimmed
16ESSESSEX PPTY TR INC$3.8M2.76%15,906Trimmed
17CPTCAMDEN PPTY TR$3.0M2.16%30,812Added
18BHRBRAEMAR HOTELS & RESORTS INC$2.7M1.93%1.1MTrimmed
19AVBAVALONBAY CMNTYS INC$2.6M1.90%16,200Added
20HHHHOWARD HUGHES HOLDINGS INC$2.4M1.70%37,512Trimmed
21HPP-PBHUDSON PACIFIC PROPERTIES IN$2.3M1.66%392,188Trimmed
22CHHCHOICE HOTELS INTL INC$2.2M1.60%216New
23INVHINVITATION HOMES INC$1.7M1.25%702New
24HPP-PBHUDSON PACIFIC PROPERTIES IN$1.7M1.20%2,825New
25ESS-PHESSEX PPTY TR INC$1.4M0.97%56New

Source: SEC Form 13F filings · as of 2026-03-31