Landmark Investment Partners, L.P. holds a focused book of 20 stocks worth $96.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Cbre Group Inc - A and trimmed Douglas Emmett Inc. Their largest long position is Hilton Worldwide Holdings In at 13% of the equity book. They also disclosed $42.5M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2023551/holdings"
Use Arkolith to show LANDMARK INVESTMENT PARTNERS, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hilton Worldwide Hldgs Inc COM | $12.8M | 42.1K | 13.2% | ▲+7.5% Added · +3K sh | |
| 2 | Apartment Invt & Mgmt Co COM | $10.4M | 2.56M | 10.7% | ▲+15% Added · +335K sh | |
| 3 | Cohen & Steers Inc COM | $10.1M | 160.7K | 10.4% | ▲+0.7% Added · +1K sh | |
| 4 | Cbre Group Inc CL A COM | $8.5M | 63.0K | 8.8% | ▲New New position | |
| 5 | Douglas Emmett Inc COM | $7.2M | 762.6K | 7.4% | ▼−27% Reduced · −285K sh | |
| 6 | Colliers Intl Group Inc SUB VTG | $6.7M | 62.8K | 6.9% | ▲New New position | |
| 7 | Nexpoint Residential TR Inc COM | $6.4M | 257.5K | 6.7% | ▲+676% Added · +224K sh | |
| 8 | Churchill Downs Inc COM | $5.7M | 63.7K | 5.9% | ▲New New position | |
| 9 | Costar Group Inc COM | $4.8M | 120.0K | 5.0% | ▼−22% Reduced · −35K sh | |
| 10 | Marriott Vacations Worldwide COM | $4.3M | 66.6K | 4.5% | ▲New New position | |
| 11 | Essex Ppty TR Inc COM | $3.8M | 15.9K | 4.0% | ▼−44% Reduced · −12K sh | |
| 12 | Camden Ppty TR COM | $3.0M | 30.8K | 3.1% | ▲+243% Added · +22K sh | |
| 13 | Braemar Hotels & Resorts Inc COM | $2.7M | 1.14M | 2.8% | ▲+5.2% Added · +56K sh | |
| 14 | Avalonbay Cmntys Inc COM | $2.6M | 16.2K | 2.7% | ▲New New position | |
| 15 | Howard Hughes Holdings Inc COM | $2.4M | 37.5K | 2.5% | ▼−68% Reduced · −80K sh | |
| 16 | Hudson Pacific Properties In COM | $2.3M | 392.2K | 2.4% | ▲+117% Added · +211K sh | |
| 17 | Cubesmart COM | $1.3M | 35.7K | 1.4% | ▲New New position | |
| 18 | Brookdale SR Living Inc COM | $990K | 72.4K | 1.0% | ▼−89% Reduced · −571K sh | |
| 19 | Builders Firstsource Inc COM | $389K | 4.7K | 0.4% | ▲New New position | |
| 20 | Blackstone Inc COM | $195K | 1.7K | 0.2% | ▼−75% Reduced · −5K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | COSTAR GROUP INC | $12.3M | 3K |
| CALL · bullish | BLACKSTONE INC | $7.3M | 632 |
| CALL · bullish | DOUGLAS EMMETT INC | $5.6M | 6K |
| CALL · bullish | COLLIERS INTL GROUP INC | $5.1M | 477 |
| CALL · bullish | COHEN & STEERS INC | $4.4M | 700 |
| CALL · bullish | CHOICE HOTELS INTL INC | $2.2M | 216 |
| CALL · bullish | INVITATION HOMES INC | $1.7M | 702 |
| CALL · bullish | HUDSON PACIFIC PROPERTIES IN | $1.7M | 3K |
| CALL · bullish | ESSEX PPTY TR INC | $1.4M | 56 |
| CALL · bullish | SELECT SECTOR SPDR TR | $905K | 83 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.