1y return−8.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $85 against $127 in the S&P 500.2
Landmark Investment Partners, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DEIDouglas Emmett Inc | $11.6M | 10.7% | +32.8% |
| CNSCohen & Steers Inc | $9.2M | 8.5% | −32.3% |
| NXRTNexpoint Residential Tr Inc | $7.8M | 7.2% | +23.9% |
| COMPCompass Inc | $7.3M | 6.8% | New |
| UDRUdr Inc | $7.2M | 6.6% | New |
| VACMarriott Vacations Worldwide | $7.1M | 6.5% | −9.0% |
| ENSGEnsign Group Inc | $6.2M | 5.7% | New |
| CHHChoice Hotels Intl Inc | $5.8M | 5.4% | New |
| HPPHudson Pacific Properties In | $5.8M | 5.4% | +7.1% |
| CBRECbre Group Inc | $5.5M | 5.1% | −40.4% |
| VMRKEquity Residential | $5.2M | 4.8% | New |
| AIVApartment Invt & Mgmt Co | $5.1M | 4.8% | −22.5% |
| CSGPCostar Group Inc | $4.4M | 4.1% | +20.0% |
| TNLTravel Plus Leisure Co | $4.2M | 3.9% | New |
| BAMBrookfield Asset Managmt Ltd | $4.0M | 3.7% | New |
| ESSEssex Ppty Tr Inc | $3.6M | 3.3% | −20.0% |
| SKYChampion Homes Inc | $2.2M | 2.1% | New |
| Avalonbay Cmntys IncCUSIP 053484101 | $2.0M | 1.9% | −31.2% |
| BHRBraemar Hotels & Resorts Inc | $2.0M | 1.8% | −13.2% |
| Royal Caribbean GroupCUSIP V7780T103 | $1.0M | 0.9% | New |
| BKDBrookdale Sr Living Inc | $929K | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BKDBrookdale Sr Living Inc | December 31, 2024 | +219.9% | $929K |
| VACMarriott Vacations Worldwide | March 31, 2026 | +56.4% | $7.1M |
| HPPHudson Pacific Properties In | December 31, 2025 | +40.3% | $5.8M |
| Avalonbay Cmntys IncCUSIP 053484101 | March 31, 2026 | +15.5% | $2.0M |
| ESSEssex Ppty Tr Inc | December 31, 2024 | +2.2% | $3.6M |
| CBRECbre Group Inc | March 31, 2026 | −0.6% | $5.5M |
| CNSCohen & Steers Inc | March 31, 2025 | −5.1% | $9.2M |
| BHRBraemar Hotels & Resorts Inc | September 30, 2025 | −20.9% | $2.0M |
| NXRTNexpoint Residential Tr Inc | March 31, 2025 | −29.4% | $7.8M |
| DEIDouglas Emmett Inc | December 31, 2024 | −36.4% | $11.6M |
Sold off last quarter
- HLTHilton Worldwide Hldgs Inc was $12.8M
- CIGIColliers Intl Group Inc was $6.7M
- CHDNChurchill Downs Inc was $5.7M
- CPTCamden Ppty Tr was $3.0M
- HHHHoward Hughes Holdings Inc was $2.4M
- CUBECubesmart was $1.3M
- BLDRBuilders Firstsource Inc was $389K
- BXBlackstone Inc was $195K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −11.7% | −4.6% |
| December 31, 2025 | −8.2% | +2.4% |
| September 30, 2025 | +3.0% | +7.8% |
| June 30, 2025 | −3.3% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Landmark Investment Partners, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2023551&type=13F-HR&dateb=&owner=include&count=40CIK 2023551
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2023551/000202355126000005/Filed August 14, 2026 · accession 0002023551-26-000005