Institutional Manager · CIK 0002023551
LANDMARK INVESTMENT PARTNERS, L.P.
WEST PALM BEACH, FL · File #028-25272
Latest AUM
$213.9M
Positions
44
Top-10 Concentration
51.5%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |