LANDMARK INVESTMENT PARTNERS, L.P.
Top Portfolio Positions
20 positions ·
$96,797,125 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
42,108 | $12,804,200 | 13.23% | |
| AIV |
Apartment Investment & Management Co
Real Estate
|
2,556,176 | $10,403,636 | 10.75% | |
| CNS |
Cohen & Steers, Inc.
Financial Services
|
160,709 | $10,052,347 | 10.38% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
62,978 | $8,530,999 | 8.81% | |
| DEI |
Douglas Emmett Inc
Real Estate
|
762,556 | $7,183,277 | 7.42% | |
| CIGI |
Colliers International Group Inc.
Real Estate
|
62,828 | $6,715,684 | 6.94% | |
| NXRT |
NexPoint Residential Trust, Inc.
Real Estate
|
257,546 | $6,438,650 | 6.65% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
63,733 | $5,725,135 | 5.91% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
119,966 | $4,839,428 | 5.00% | |
| VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
Consumer Cyclical
|
66,572 | $4,335,168 | 4.48% |
Portfolio Trend
Holdings in CNS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,052,347 | 160,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,021,131 | 159,623 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $3,013,440 | 48,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $3,654,477 | 55,700 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $9,716,709 | 148,098 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,848,772 | 197,064 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,861,974 | 197,657 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||