Q2 2026 13F · SEC CIK 2023551
Landmark Investment Partners, L.P.
Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $108.1M
- Reported positions
- 21
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $124.9M
Landmark Investment Partners, L.P. is an asset manager that reported 21 positions worth $108.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Douglas Emmett Inc (DEI, 10.7%), Cohen & Steers Inc (CNS, 8.5%), Nexpoint Residential Tr Inc (NXRT, 7.2%).
Landmark Investment Partners, L.P. holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DEIDouglas Emmett Inc | 10.7% | +32.8% | $11.6M |
| CNSCohen & Steers Inc | 8.5% | -32.3% | $9.2M |
| NXRTNexpoint Residential Tr Inc | 7.2% | +23.9% | $7.8M |
| COMPCompass Inc | 6.8% | — | $7.3M |
| UDRUDR Inc | 6.6% | — | $7.2M |
| VACMarriott Vacations Worldwide | 6.5% | -9.0% | $7.1M |
| ENSGEnsign Group Inc | 5.7% | — | $6.2M |
| CHHChoice Hotels Intl Inc | 5.4% | — | $5.8M |
| HPPHudson Pacific Properties in | 5.4% | +7.1% | $5.8M |
| CBRECBRE Group, Inc. Class A | 5.1% | -40.4% | $5.5M |
| EQREquity Residential | 4.8% | — | $5.2M |
| AIVApartment Invt & Mgmt Co | 4.8% | -22.5% | $5.1M |
| CSGPCostar Group Inc | 4.1% | +20.0% | $4.4M |
| TNLTravel Plus Leisure Co | 3.9% | — | $4.2M |
| BAMBrookfield Asset Management | 3.7% | — | $4.0M |
| ESSEssex Property Trust Inc | 3.3% | -20.0% | $3.6M |
| SKYChampion Homes Inc | 2.1% | — | $2.2M |
| AVBAvalonBay Communities Inc | 1.9% | -31.2% | $2.0M |
| BHRBraemar Hotels & Resorts Inc | 1.8% | -13.2% | $2.0M |
| RCLRoyal Caribbean Group | 0.9% | — | $1.0M |
| BKDBrookdale Sr Living Inc | 0.9% | +0.0% | $929K |
What Landmark Investment Partners, L.P. bought and sold in Q2 2026, against Q1 2026.
New positions
- COMP Compass Inc6.8% of 13F
- UDR UDR Inc6.6% of 13F
- ENSG Ensign Group Inc5.7% of 13F
- CHH Choice Hotels Intl Inc5.4% of 13F
- EQR Equity Residential4.8% of 13F
- TNL Travel Plus Leisure Co3.9% of 13F
- BAM Brookfield Asset Management3.7% of 13F
- SKY Champion Homes Inc2.1% of 13F
Added to
- DEI Douglas Emmett Inc+32.8% shares
- NXRT Nexpoint Residential Tr Inc+23.9% shares
- CSGP Costar Group Inc+20.0% shares
- HPP Hudson Pacific Properties in+7.1% shares
Reduced
- CBRE CBRE Group, Inc. Class A-40.4% shares
- CNS Cohen & Steers Inc-32.3% shares
- AVB AvalonBay Communities Inc-31.2% shares
- AIV Apartment Invt & Mgmt Co-22.5% shares
- ESS Essex Property Trust Inc-20.0% shares
- BHR Braemar Hotels & Resorts Inc-13.2% shares
- VAC Marriott Vacations Worldwide-9.0% shares
Sold out
- HLT Hilton Worldwide Holdings Incwas 13.2%
- CIGI Colliers International Group Inc.was 6.9%
- CHDN Churchill Downs Incwas 5.9%
- CPT Camden Property Trustwas 3.1%
- HHH Howard Hughes Holdings Incwas 2.5%
- CUBE CubeSmartwas 1.4%
- BLDR Builders Firstsource Incwas 0.4%
- BX Blackstone Inc Comwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -10.8% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $108.1M | 21 |
| Q1 2026 | $96.8M | 20 |
| Q4 2025 | $116.8M | 17 |
| Q3 2025 | $122.1M | 16 |
| Q2 2025 | $223.1M | 18 |
| Q1 2025 | $319.5M | 22 |
| Q4 2024 | $247.4M | 18 |
Questions about Landmark Investment Partners, L.P.'s portfolio
What stocks does Landmark Investment Partners, L.P. own?
Landmark Investment Partners, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 21 positions worth $108.1M. The largest are Douglas Emmett Inc (DEI) at 10.7%, Cohen & Steers Inc (CNS) at 8.5%, Nexpoint Residential Tr Inc (NXRT) at 7.2%, Compass Inc (COMP) at 6.8% and UDR Inc (UDR) at 6.6%.
What did Landmark Investment Partners, L.P. buy last quarter?
In Q2 2026, Landmark Investment Partners, L.P. added a new position in Compass Inc (COMP), a new position in UDR Inc (UDR), a new position in Ensign Group Inc (ENSG), a new position in Choice Hotels Intl Inc (CHH), a new position in Equity Residential (EQR), Douglas Emmett Inc (DEI) (+32.8% shares), Nexpoint Residential Tr Inc (NXRT) (+23.9% shares) and Costar Group Inc (CSGP) (+20.0% shares), compared with its Q1 2026 filing.
What did Landmark Investment Partners, L.P. sell last quarter?
In Q2 2026, Landmark Investment Partners, L.P. sold all of Hilton Worldwide Holdings Inc (HLT), sold all of Colliers International Group Inc. (CIGI), sold all of Churchill Downs Inc (CHDN), sold all of Camden Property Trust (CPT), sold all of Howard Hughes Holdings Inc (HHH), CBRE Group, Inc. Class A (CBRE) (-40.4% shares), Cohen & Steers Inc (CNS) (-32.3% shares) and AvalonBay Communities Inc (AVB) (-31.2% shares), compared with its Q1 2026 filing.
When is Landmark Investment Partners, L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Landmark Investment Partners, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Landmark Investment Partners, L.P. manage?
Landmark Investment Partners, L.P. reported $124.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $108.1M.