LANDMARK INVESTMENT PARTNERS, L.P.
CIK 2023551
13F filing for Q2 2026・No. 4,488
- Holdings
- US$399.29M
- Quarter change
- +US$259.98M
- Entries
- 54
- Net bought (estimate)
- +US$3.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 8
- Cut 7
- Added 4
- Corporate actions 0
- Unchanged 1
Largest holdings
21 stocks worth US$108.08M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DEIDOUGLAS EMMETT INCCOM | Added | 1,012,834 | US$11.61M | 10.74% |
| COHEN & STEERS INCCOM | Cut | 108,850 | US$9.16M | 8.48% |
| NEXPOINT RESIDENTIAL TR INCCOM | Added | 319,092 | US$7.79M | 7.21% |
| COMPCOMPASS INCCL A | New | 580,048 | US$7.34M | 6.79% |
| UDRUDR INCCOM | New | 193,045 | US$7.17M | 6.63% |
| VACMARRIOTT VACATIONS WORLDWIDECOM | Cut | 60,580 | US$7.06M | 6.53% |
| ENSGENSIGN GROUP INCCOM | New | 34,054 | US$6.15M | 5.69% |
| CHHCHOICE HOTELS INTL INCCOM | New | 55,914 | US$5.81M | 5.38% |
| HUDSON PACIFIC PROPERTIES INCOM | Added | 419,873 | US$5.81M | 5.37% |
| CBRECBRE GROUP INCCL A | Cut | 37,544 | US$5.53M | 5.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.