StockDriftsStockDriftsTop 21 Landmark Investment Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DEI | DOUGLAS EMMETT INC | 10.74% | 1.01M | $11.6M | +32.82%(+250.28K) | $14.69(-19.06%) | 2026-06-30 | |
| CNS | COHEN & STEERS INC | 8.48% | 108.8K | $9.2M | -32.27%(-51.86K) | $84.55(-0.50%) | 2026-06-30 | |
| NXRT | NEXPOINT RESIDENTIAL TR INC | 7.21% | 319.1K | $7.8M | +23.90%(+61.55K) | $28.53(-12.71%) | 2026-06-30 | |
| COMP | COMPASS INC | 6.79% | 580.0K | $7.3M | new | $9.55(+39.86%) | 2026-06-30 | |
| UDR | UDR INC | 6.63% | 193.0K | $7.2M | new | $36.79(+3.13%) | 2026-06-30 | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | 6.53% | 60.6K | $7.1M | -9.00%(-5.99K) | $61.41(+97.56%) | 2026-06-30 | |
| ENSG | ENSIGN GROUP INC | 5.69% | 34.1K | $6.2M | new | $180.36(+1.24%) | 2026-06-30 | |
| CHH | CHOICE HOTELS INTL INC | 5.38% | 55.9K | $5.8M | new | $105.75(-1.19%) | 2026-06-30 | |
| HPP | HUDSON PACIFIC PROPERTIES IN | 5.37% | 419.9K | $5.8M | +7.06%(+27.68K) | $13.62(+6.43%) | 2026-06-30 | |
| CBRE | CBRE GROUP INC | 5.11% | 37.5K | $5.5M | -40.39%(-25.43K) | $131.03(+15.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -15.85% |
| Top 20 Holdings Unweighted | — | — | — | — | -5.31% |
Landmark Investment Partners L P reports $399.29M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are DEI (10.7%), CNS (8.5%) and NXRT (7.2%). The top 20 holdings account for 99.14% of reported assets. Its disclosed equity book has returned -15.85% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Landmark Investment Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023551). View Landmark Investment Partners L P’s 13F filings on SEC