Landmark Investment Partners, L.P. Portfolio Stock Holdings
Landmark Investment Partners, L.P. disclosed 20 stock positions valued at approximately $96.8 million in its latest SEC 13F filing. The largest holdings include HILTON WORLDWIDE HLDGS INC, APARTMENT INVT & MGMT CO, and COHEN & STEERS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $96.8M
Holdings by Sector
Landmark Investment Partners, L.P. Portfolio Holdings in Q1 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 13.23% | 42,108 | +2,957 | +7.55% | $12,804,201 |
| APARTMENT INVT & MGMT CO | AIV | Real Estate | 10.75% | 2,556,176 | +335,398 | +15.10% | $10,403,636 |
| COHEN & STEERS INC | CNS | Financial Services | 10.38% | 160,709 | +1,086 | +0.68% | $10,052,348 |
| CBRE GROUP INC | CBRE | Real Estate | 8.81% | 62,978 | +62,978 | +100.00% | $8,531,000 |
| DOUGLAS EMMETT INC | DEI | Real Estate | 7.42% | 762,556 | -285,157 | -27.22% | $7,183,278 |
| COLLIERS INTL GROUP INC | CIGI | Real Estate | 6.94% | 62,828 | +62,828 | +100.00% | $6,715,685 |
| NEXPOINT RESIDENTIAL TR INC | NXRT | Real Estate | 6.65% | 257,546 | +224,374 | +676.40% | $6,438,650 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 5.91% | 63,733 | +63,733 | +100.00% | $5,725,135 |
| COSTAR GROUP INC | CSGP | Real Estate | 5.00% | 119,966 | -34,514 | -22.34% | $4,839,428 |
| MARRIOTT VACATIONS WORLDWIDE | VAC | Consumer Cyclical | 4.48% | 66,572 | +66,572 | +100.00% | $4,335,169 |
| ESSEX PPTY TR INC | ESS | Real Estate | 3.98% | 15,906 | -12,423 | -43.85% | $3,849,252 |
| CAMDEN PPTY TR | CPT | Real Estate | 3.11% | 30,812 | +21,834 | +243.19% | $3,009,100 |
| BRAEMAR HOTELS & RESORTS INC | BHR | Real Estate | 2.78% | 1,139,798 | +56,305 | +5.20% | $2,689,923 |
| AVALONBAY CMNTYS INC | AVB | Real Estate | 2.73% | 16,200 | +16,200 | +100.00% | $2,646,270 |
| HOWARD HUGHES HOLDINGS INC | HHH | Real Estate | 2.45% | 37,512 | -80,107 | -68.11% | $2,373,009 |
| CUBESMART | CUBE | Real Estate | 1.35% | 35,704 | +35,704 | +100.00% | $1,308,552 |
| BROOKDALE SR LIVING INC | BKD | Healthcare | 1.02% | 72,392 | -570,684 | -88.74% | $990,323 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 0.40% | 4,726 | +4,726 | +100.00% | $389,092 |
| BLACKSTONE INC | BX | Financial Services | 0.20% | 1,698 | -5,061 | -74.88% | $195,253 |