LANDMARK INVESTMENT PARTNERS, L.P.

Name: LANDMARK INVESTMENT PARTNERS, L.P.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in WEST PALM BEACH, FL. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 2023551.

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Reported value$399.3m
Positions54

Holdings: 54 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

LANDMARK INVESTMENT PARTNERS, L.P., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Put or call	Change on the quarter before
Essex Ppty TR Inc	CALL	297178905	26.4	6.6%	94,300	Call	Added+94,244
Cohen & Steers Inc	CALL	19247A900	25.8	6.5%	306,200	Call	Added+305,500
Choice Hotels International Inc	CALL	169905906	19.9	5.0%	191,600	Call	Added+191,384
Douglas Emmett Inc	CALL	25960P909	19.3	4.8%	1,680,000	Call	Added+1,674,050
Cbre Group Inc	CALL	12504L909	19.2	4.8%	130,500	Call	New+130,500
Avalonbay Cmntys Inc	CALL	053484901	17.4	4.3%	96,300	Call	New+96,300
Jones Lang Lasalle Inc	CALL	48020Q907	15.8	4.0%	43,700	Call	New+43,700
Marriott International Inc New	PUT	571903952	12.8	3.2%	36,000	Put	New+36,000
Royal Caribbean Group	CALL	V7780T903	11.8	3.0%	38,500	Call	New+38,500
Douglas Emmett IncDEI	COM	25960P109	11.6	2.9%	1,012,834		Added+250,278
Costar Group Inc	CALL	22160N909	11.3	2.8%	369,400	Call	Added+366,363
Travel Plus Leisure Co	CALL	894164902	10.1	2.5%	136,100	Call	New+136,100
Cohen & Steers IncCNS	COM	19247A100	9.2	2.3%	108,850		Reduced−51,859
Kilroy Realty Corp	CALL	49427F908	8.6	2.2%	240,000	Call	New+240,000
Champion Homes Inc	CALL	830830905	8.5	2.1%	91,600	Call	New+91,600
Compass Inc	CALL	20464U900	7.8	2.0%	619,700	Call	New+619,700
Nexpoint Residential TR IncNXRT	COM	65341D102	7.8	2.0%	319,092		Added+61,546
UDR Inc	CALL	902653904	7.5	1.9%	200,900	Call	New+200,900
Compass IncCOMP	CL A	20464U100	7.3	1.8%	580,048		New+580,048
UDR IncUDR	COM	902653104	7.2	1.8%	193,045		New+193,045
Marriott Vacations WorldwideVAC	COM	57164Y107	7.1	1.8%	60,580		Reduced−5,992
SL Green Rlty Corp	CALL	78440X907	7.0	1.8%	126,900	Call	New+126,900
Ensign Group IncENSG	COM	29358P101	6.2	1.5%	34,054		New+34,054
Choice Hotels International IncCHH	COM	169905106	5.8	1.5%	55,914		New+55,914
Hudson Pacific Properties inHPP	COM	444097406	5.8	1.5%	419,873		Added+27,685
Alexandria Real Estate Eq in	CALL	015271909	5.7	1.4%	120,000	Call	New+120,000
Cbre Group IncCBRE	CL A	12504L109	5.5	1.4%	37,544		Reduced−25,434
Host Hotels & Resorts Inc	PUT	44107P954	5.4	1.4%	239,000	Put	New+239,000
Equity Residential	CALL	29476L907	5.2	1.3%	80,900	Call	New+80,900
Equity ResidentialVMRK	SH BEN INT	29476L107	5.2	1.3%	79,904		New+79,904
Apartment Invt & MGMT CoAIV	CL A	03748R747	5.1	1.3%	1,981,897		Reduced−574,279
Carnival Corp Ltd	CALL	G2004J903	4.9	1.2%	175,800	Call	New+175,800
Copt Defense Properties	CALL	22002T908	4.7	1.2%	129,000	Call	New+129,000
Costar Group IncCSGP	COM	22160N109	4.4	1.1%	144,011		Added+24,045
Equity Lifestyle Properties	CALL	29472R908	4.4	1.1%	69,000	Call	New+69,000
Gaming & Leisure P	CALL	36467J908	4.3	1.1%	100,000	Call	New+100,000
Travel Plus Leisure CoTNL	COM	894164102	4.2	1.1%	57,034		New+57,034
Brookfield Asset Managmt LtdBAM	CL A LMT VTG SHS	113004105	4.0	1.0%	73,864		New+73,864
Ensign Group Inc	CALL	29358P901	4.0	1.0%	22,000	Call	New+22,000
Marriott Vacations Worldwide	CALL	57164Y907	3.6	0.9%	31,000	Call	New+31,000
Essex Ppty TR IncESS	COM	297178105	3.6	0.9%	12,719		Reduced−3,187
Agree Rlty Corp	CALL	008492900	3.5	0.9%	48,000	Call	New+48,000
Federal Rlty Invt TR New	CALL	313745901	3.2	0.8%	27,000	Call	New+27,000
Realty Income Corp	CALL	756109904	3.1	0.8%	50,000	Call	New+50,000
Crown Castle Inc	CALL	22822V901	3.0	0.8%	41,000	Call	New+41,000
Rocket Cos Inc	CALL	77311W901	2.5	0.6%	177,100	Call	New+177,100
Champion Homes IncSKY	COM	830830105	2.2	0.6%	23,906		New+23,906
Avalonbay Cmntys Inc	COM	053484101	2.0	0.5%	11,140		Reduced−5,060
Braemar Hotels & Resorts IncBHR	COM	10482B101	2.0	0.5%	988,883		Reduced−150,915
Viking Holdings Ltd	CALL	G93A5A901	1.8	0.4%	16,900	Call	New+16,900
Brookfield Asset Managmt Ltd	CALL	113004905	1.4	0.3%	25,000	Call	New+25,000
Nexpoint Residential TR Inc	CALL	65341D902	1.4	0.3%	55,500	Call	New+55,500
Royal Caribbean Group	COM	V7780T103	1.0	0.3%	3,259		New+3,259
Brookdale SR Living IncBKD	COM	112463104	0.9	0.2%	72,392		Unchanged

Sold out: 13 positions

Held at the end of the quarter before and not reported this quarter.

LANDMARK INVESTMENT PARTNERS, L.P., positions sold out
Issuer	Class	CUSIP	Weight	Put or call	Change on the quarter before
Blackstone IncBX	COM	09260D107	0.0%		Sold out−1,698
Blackstone Inc	CALL	09260D907	0.0%	Call	Sold out−632
Builders Firstsource IncBLDR	COM	12008R107	0.0%		Sold out−4,726
Camden Ppty TRCPT	COM	133131102	0.0%		Sold out−30,812
Churchill Downs IncCHDN	COM	171484108	0.0%		Sold out−63,733
Colliers International Group Inc	CALL	194693907	0.0%	Call	Sold out−477
Colliers International Group IncCIGI	SUB VTG	194693107	0.0%		Sold out−62,828
CubesmartCUBE	COM	229663109	0.0%		Sold out−35,704
Hilton Worldwide Holdings IncHLT	COM	43300A203	0.0%		Sold out−42,108
Howard Hughes Holdings IncHHH	COM	44267T102	0.0%		Sold out−37,512
Hudson Pacific Properties in	CALL	444097906	0.0%	Call	Sold out−2,825
Invitation Homes Inc	CALL	46187W907	0.0%	Call	Sold out−702
Select Sector SPDR TR	CALL	81369Y900	0.0%	Call	Sold out−83

Source: SEC EDGAR, Form 13F-HR, accession 0002023551-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.