LANDMARK INVESTMENT PARTNERS, L.P.

Est. AUM

$139.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	HILTON WORLDWIDE HLDGS INC	COM	$12.8M	42108	9.19%	SOLE
2	COSTAR GROUP INCCALL	CALL	$12.3M	3037	8.79%	SOLE
3	APARTMENT INVT & MGMT CO	COM	$10.4M	2556176	7.47%	SOLE
4	COHEN & STEERS INC	COM	$10.1M	160709	7.22%	SOLE
5	CBRE GROUP INC	CL A COM	$8.5M	62978	6.12%	SOLE
6	BLACKSTONE INCCALL	CALL	$7.3M	632	5.22%	SOLE
7	DOUGLAS EMMETT INC	COM	$7.2M	762556	5.16%	SOLE
8	COLLIERS INTL GROUP INC	SUB VTG	$6.7M	62828	4.82%	SOLE
9	NEXPOINT RESIDENTIAL TR INC	COM	$6.4M	257546	4.62%	SOLE
10	CHURCHILL DOWNS INC	COM	$5.7M	63733	4.11%	SOLE
11	DOUGLAS EMMETT INCCALL	CALL	$5.6M	5950	4.02%	SOLE
12	COLLIERS INTL GROUP INCCALL	CALL	$5.1M	477	3.66%	SOLE
13	COSTAR GROUP INC	COM	$4.8M	119966	3.47%	SOLE
14	COHEN & STEERS INCCALL	CALL	$4.4M	700	3.14%	SOLE
15	MARRIOTT VACATIONS WORLDWIDE	COM	$4.3M	66572	3.11%	SOLE
16	ESSEX PPTY TR INC	COM	$3.8M	15906	2.76%	SOLE
17	CAMDEN PPTY TR	COM	$3.0M	30812	2.16%	SOLE
18	BRAEMAR HOTELS & RESORTS INC	COM	$2.7M	1139798	1.93%	SOLE
19	AVALONBAY CMNTYS INC	COM	$2.6M	16200	1.90%	SOLE
20	HOWARD HUGHES HOLDINGS INC	COM	$2.4M	37512	1.70%	SOLE
21	HUDSON PACIFIC PROPERTIES IN	COM	$2.3M	392188	1.66%	SOLE
22	CHOICE HOTELS INTL INCCALL	CALL	$2.2M	216	1.61%	SOLE
23	INVITATION HOMES INCCALL	CALL	$1.7M	702	1.25%	SOLE
24	HUDSON PACIFIC PROPERTIES INCALL	CALL	$1.7M	2825	1.20%	SOLE
25	ESSEX PPTY TR INCCALL	CALL	$1.4M	56	0.97%	SOLE
26	CUBESMART	COM	$1.3M	35704	0.94%	SOLE
27	BROOKDALE SR LIVING INC	COM	$990K	72392	0.71%	SOLE
28	SELECT SECTOR SPDR TRCALL	CALL	$905K	83	0.65%	SOLE
29	BUILDERS FIRSTSOURCE INC	COM	$389K	4726	0.28%	SOLE
30	BLACKSTONE INC	COM	$195K	1698	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.