LANDMARK INVESTMENT PARTNERS, L.P.

WEST PALM BEACH, FL · CIK 2023551 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$124.9m
Staff5 · 4 in investment roles
Main clients (by assets)Private funds 24%
Private funds1 (1 hedge) · $30.4m gross assets
Form ADV · 2026-03-31SEC adviser record

Legal entityLANDMARK INVESTMENT PARTNERS, L.P. (US)

Kindhedge funds, futures
Others nearbyWest Palm Beach, FL

As an employer

Offices in1 country
Private fundshedge 1

$108.1m reported value +11.7% vs Q1 2026

21positions

67.9%in top 10

9 new 4 added 7 reduced 8 sold out vs Q1 2026

Options: 31 call positions ($273.0m notional), 2 put positions ($18.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DOUGLAS EMMETT INC COM DEI	DEI	1,012,834	$11.6m10.74%	10.74%	Added +250.3k	+250,278 32.8%
2	COHEN & STEERS INC COM CNS	CNS	108,850	$9.2m8.48%	8.48%	Reduced -51.9k	-51,859 -32.3%
3	NEXPOINT RESIDENTIAL TR INC COM NXRT	NXRT	319,092	$7.8m7.21%	7.21%	Added +61.5k	+61,546 23.9%
4	COMPASS INC CL A COMP	COMP	580,048	$7.3m6.79%	6.79%	New
5	UDR INC COM UDR	UDR	193,045	$7.2m6.63%	6.63%	New
6	MARRIOTT VACATIONS WORLDWIDE COM VAC	VAC	60,580	$7.1m6.53%	6.53%	Reduced -6.0k	-5,992 -9.0%
7	ENSIGN GROUP INC COM ENSG	ENSG	34,054	$6.2m5.69%	5.69%	New
8	CHOICE HOTELS INTL INC COM CHH	CHH	55,914	$5.8m5.38%	5.38%	New
9	HUDSON PACIFIC PROPERTIES IN COM HPP	HPP	419,873	$5.8m5.37%	5.37%	Added +27.7k	+27,685 7.1%
10	CBRE GROUP INC CL A CBRE	CBRE	37,544	$5.5m5.11%	5.11%	Reduced -25.4k	-25,434 -40.4%
11	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	79,904	$5.2m4.77%	4.77%	New
12	APARTMENT INVT & MGMT CO CL A AIV	AIV	1,981,897	$5.1m4.76%	4.76%	Reduced -574.3k	-574,279 -22.5%
13	COSTAR GROUP INC COM CSGP	CSGP	144,011	$4.4m4.07%	4.07%	Added +24.0k	+24,045 20.0%
14	TRAVEL PLUS LEISURE CO COM TNL	TNL	57,034	$4.2m3.91%	3.91%	New
15	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	73,864	$4.0m3.72%	3.72%	New
16	ESSEX PPTY TR INC COM ESS	ESS	12,719	$3.6m3.30%	3.30%	Reduced -3.2k	-3,187 -20.0%
17	CHAMPION HOMES INC COM SKY	SKY	23,906	$2.2m2.05%	2.05%	New
18	AVALONBAY CMNTYS INC COM AVB	AVB	11,140	$2.0m1.86%	1.86%	Reduced -5.1k	-5,060 -31.2%
19	BRAEMAR HOTELS & RESORTS INC COM BHR	BHR	988,883	$2.0m1.84%	1.84%	Reduced -150.9k	-150,915 -13.2%
20	ROYAL CARIBBEAN GROUP COM RCL	RCL	3,259	$1.0m0.93%	0.93%	New
21	BROOKDALE SR LIVING INC COM BKD	BKD	72,392	$928.8k0.86%	0.86%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HILTON WORLDWIDE HLDGS INC HLT	HLT	42,108	$12.8m42.1k shares
COLLIERS INTL GROUP INC CIGI	CIGI	62,828	$6.7m62.8k shares
CHURCHILL DOWNS INC CHDN	CHDN	63,733	$5.7m63.7k shares
CAMDEN PPTY TR CPT	CPT	30,812	$3.0m30.8k shares
HOWARD HUGHES HOLDINGS INC HHH	HHH	37,512	$2.4m37.5k shares
CUBESMART CUBE	CUBE	35,704	$1.3m35.7k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	4,726	$389.1k4.7k shares
BLACKSTONE INC BX	BX	1,698	$195.3k1.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ESSEX PPTY TR INC ESS · Call	ESS	Call	94,300	$26.4m94.3k shares	Added
COHEN & STEERS INC CNS · Call	CNS	Call	306,200	$25.8m306.2k shares	Added
CHOICE HOTELS INTL INC CHH · Call	CHH	Call	191,600	$19.9m191.6k shares	Added
DOUGLAS EMMETT INC DEI · Call	DEI	Call	1,680,000	$19.3m1.7m shares	Added
CBRE GROUP INC CBRE · Call	CBRE	Call	130,500	$19.2m130.5k shares	New
AVALONBAY CMNTYS INC AVB · Call	AVB	Call	96,300	$17.4m96.3k shares	New
JONES LANG LASALLE INC JLL · Call	JLL	Call	43,700	$15.8m43.7k shares	New
MARRIOTT INTL INC NEW MAR · Put	MAR	Put	36,000	$12.8m36.0k shares	New
ROYAL CARIBBEAN GROUP RCL · Call	RCL	Call	38,500	$11.8m38.5k shares	New
COSTAR GROUP INC CSGP · Call	CSGP	Call	369,400	$11.3m369.4k shares	Added
TRAVEL PLUS LEISURE CO TNL · Call	TNL	Call	136,100	$10.1m136.1k shares	New
KILROY RLTY CORP KRC · Call	KRC	Call	240,000	$8.6m240.0k shares	New
CHAMPION HOMES INC SKY · Call	SKY	Call	91,600	$8.5m91.6k shares	New
COMPASS INC COMP · Call	COMP	Call	619,700	$7.8m619.7k shares	New
UDR INC UDR · Call	UDR	Call	200,900	$7.5m200.9k shares	New
SL GREEN REALTY CORP PFD I 6.5 SLG 6.5 PERP I · Call	SLG 6.5 PERP I	Call	126,900	$7.0m126.9k shares	New
ALEXANDRIA REAL ESTATE EQ IN ARE · Call	ARE	Call	120,000	$5.7m120.0k shares	New
HOST HOTELS & RESORTS INC HST · Put	HST	Put	239,000	$5.4m239.0k shares	New
EQUITY RESIDENTIAL VMRK · Call	VMRK	Call	80,900	$5.2m80.9k shares	New
CARNIVAL CORP LTD CCL · Call	CCL	Call	175,800	$4.9m175.8k shares	New
COPT DEFENSE PROPERTIES CDP · Call	CDP	Call	129,000	$4.7m129.0k shares	New
EQUITY LIFESTYLE PPTYS INC ELS · Call	ELS	Call	69,000	$4.4m69.0k shares	New
GAMING & LEISURE PPTYS INC GLPI · Call	GLPI	Call	100,000	$4.3m100.0k shares	New
ENSIGN GROUP INC ENSG · Call	ENSG	Call	22,000	$4.0m22.0k shares	New
MARRIOTT VACATIONS WORLDWIDE VAC · Call	VAC	Call	31,000	$3.6m31.0k shares	New