Landmark Investment Partners, L.P.
Landmark Investment Partners, L.P. reported 54 holdings worth US$399M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Landmark Investment Partners, L.P. reported 54 holdings worth US$399M as of Jun 30, 2026. Largest: Douglas Emmett, Inc., Cohen & Steers Inc and Nexpoint Residential Trust, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$399M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Douglas Emmett, Inc. | 1.01M | US$11.6M | 2.9% |
| Cohen & Steers Inc | 109K | US$9.16M | 2.3% |
| Nexpoint Residential Trust, Inc. | 319K | US$7.79M | 2.0% |
| Compass, Inc. | 580K | US$7.34M | 1.8% |
| Udr, Inc. | 193K | US$7.17M | 1.8% |
| Marriott Vacations Worldwide Corporation | 60,580 | US$7.06M | 1.8% |
| The Ensign Group, Inc. | 34,054 | US$6.15M | 1.5% |
| Choice Hotels International, Inc. | 55,914 | US$5.81M | 1.5% |
| Hudson Pacific Properties, Inc. | 420K | US$5.81M | 1.5% |
| Cbre Group Inc | 37,544 | US$5.53M | 1.4% |
| Equity Residential | 79,904 | US$5.16M | 1.3% |
| Apartment Investment And Management Company | 1.98M | US$5.14M | 1.3% |
| Costar Group, Inc. | 144K | US$4.4M | 1.1% |
| Travel Leisure Co. | 57,034 | US$4.23M | 1.1% |
| Brookfield Asset Management Inc | 73,864 | US$4.02M | 1.0% |
| Essex Property Trust, Inc. | 12,719 | US$3.57M | 0.89% |
| Champion Homes, Inc. | 23,906 | US$2.22M | 0.56% |
| Avalonbay Communities, Inc. | 11,140 | US$2.01M | 0.50% |
| Braemar Hotels & Resorts Inc. | 989K | US$1.99M | 0.50% |
| Brookdale Senior Living Inc. | 72,392 | US$929K | 0.23% |
| Howard Hughes Holdings Inc. | 0 | US$0 | 0.00% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| Builders Firstsource, Inc. | 0 | US$0 | 0.00% |
| Camden Property Trust | 0 | US$0 | 0.00% |
| Churchill Downs, Incorporated | 0 | US$0 | 0.00% |
| Colliers International Group Inc. | 0 | US$0 | 0.00% |
| Cubesmart | 0 | US$0 | 0.00% |
| Hilton Worldwide Holdings Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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