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LANDMARK INVESTMENT PARTNERS, L.P.

Location
WEST PALM BEACH, FL
Portfolio Value
Small $108,555,078
Diversification
Diversified
Filing Date
Global Rank
#5,903 / 8,591 ▲ 213
Top Industry
REIT - Residential 31.1%
3Y Alpha vs SPY
-31.2%
Period ended 50 days ago
Filed Aug 14, 2026 · 5d
7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
-21.5%
SPY
+25.9%
Annualised alpha
-31.3%
Max drawdown
−31.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 78% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
11.0%
−2.2 pts
Top 5
40.5%
−10.1 pts
Top 10
68.2%
−11.3 pts
HHI
606
Dec 2024 → Jun 2026 · range 391 – 759
Diversified−153

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Real Estate 64.9% $70,492,736
Consumer Cyclical 18.3% $19,838,060
Financial Services 10.7% $11,600,639
Healthcare 6.1% $6,623,643

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
7 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
9 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
8 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
21 tracked positions · $108,555,078 total · filing declares 54 positions · $399,287,327 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.