13F HOLDINGS REPORT
LANDMARK INVESTMENT PARTNERS, L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002023551-26-000002
Total Value
$213.9M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COSTAR GROUP INC | CSGP | 205,500 | $13.8M | 6.46% |
| 2 | APARTMENT INVT & MGMT CO | APA | 2,220,778 | $13.2M | 6.17% |
| 3 | DOUGLAS EMMETT INC | DEI | 1,047,713 | $11.5M | 5.38% |
| 4 | MARRIOTT VACATIONS WORLDWIDE | VAC | 198,400 | $11.4M | 5.35% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 39,151 | $11.2M | 5.26% |
| 6 | COSTAR GROUP INC | CSGP | 154,480 | $10.4M | 4.86% |
| 7 | ESSEX PPTY TR INC | 297178105 | 39,500 | $10.3M | 4.83% |
| 8 | COHEN & STEERS INC | CNS | 159,623 | $10.0M | 4.68% |
| 9 | HOWARD HUGHES HOLDINGS INC | HHH | 117,619 | $9.4M | 4.39% |
| 10 | MID-AMER APT CMNTYS INC | 59522J103 | 64,228 | $8.9M | 4.17% |
| 11 | HILTON GRAND VACATIONS INC | HGV | 175,810 | $7.9M | 3.68% |
| 12 | ESSEX PPTY TR INC | 297178105 | 28,329 | $7.4M | 3.47% |
| 13 | BROOKDALE SR LIVING INC | 112463104 | 643,076 | $6.9M | 3.24% |
| 14 | VENTAS INC | VTR | 78,300 | $6.1M | 2.83% |
| 15 | BOYD GAMING CORP | BYD | 69,644 | $5.9M | 2.78% |
| 16 | REGENCY CTRS CORP | 758849103 | 84,873 | $5.9M | 2.74% |
| 17 | DOUGLAS EMMETT INC | DEI | 480,000 | $5.3M | 2.47% |
| 18 | HOWARD HUGHES HOLDINGS INC | HHH | 61,500 | $4.9M | 2.29% |
| 19 | HUDSON PAC PPTYS INC | 444097406 | 400,000 | $4.3M | 2.03% |
| 20 | MID-AMER APT CMNTYS INC | 59522J103 | 29,700 | $4.1M | 1.93% |
| 21 | HEALTHPEAK PROPERTIES INC | DOC | 246,100 | $4.0M | 1.85% |
| 22 | EXTRA SPACE STORAGE INC | EXR | 25,000 | $3.3M | 1.52% |
| 23 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 1,083,493 | $3.1M | 1.45% |
| 24 | COHEN & STEERS INC | CNS | 48,000 | $3.0M | 1.41% |
| 25 | CHOICE HOTELS INTL INC | 169905106 | 31,000 | $3.0M | 1.38% |
| 26 | SUN CMNTYS INC | 866674104 | 23,500 | $2.9M | 1.36% |
| 27 | EQUINIX INC | EQIX | 2,700 | $2.1M | 0.97% |
| 28 | EQUITY RESIDENTIAL | EQR | 31,300 | $2.0M | 0.92% |
| 29 | HUDSON PAC PPTYS INC | 444097406 | 180,709 | $2.0M | 0.91% |
| 30 | WP CAREY INC | 92936U109 | 30,000 | $1.9M | 0.90% |
| 31 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 20,100 | $1.9M | 0.89% |
| 32 | REALTY INCOME CORP | O | 33,600 | $1.9M | 0.89% |
| 33 | BLACKSTONE INC | BX | 10,500 | $1.6M | 0.76% |
| 34 | GAMING & LEISURE PPTYS INC | 36467J108 | 34,800 | $1.6M | 0.73% |
| 35 | AVALONBAY CMNTYS INC | AWX | 8,100 | $1.5M | 0.69% |
| 36 | DIGITAL RLTY TR INC | 253868103 | 9,300 | $1.4M | 0.67% |
| 37 | NNN REIT INC | NNN | 36,200 | $1.4M | 0.67% |
| 38 | REXFORD INDL RLTY INC | 76169C100 | 35,700 | $1.4M | 0.65% |
| 39 | KILROY RLTY CORP | 49427F108 | 33,000 | $1.2M | 0.58% |
| 40 | BLACKSTONE INC | BX | 6,759 | $1.0M | 0.49% |
| 41 | NEXPOINT RESIDENTIAL TR INC | NXRT | 33,172 | $998,477 | 0.47% |
| 42 | CAMDEN PPTY TR | 133131102 | 8,978 | $988,298 | 0.46% |
| 43 | BXP INC | BXP | 8,300 | $560,084 | 0.26% |
| 44 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 100,000 | $287,000 | 0.13% |