Landmark Investment Partners
Landmark Investment Partners reported 21 stocks worth $108M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DEI (10.7%), CNS (8.5%) and NXRT (7.2%). Compared with Q1 2026, the fund opened new positions in COMP, UDR and ENSG, added to DEI, NXRT and HPP, trimmed CNS, VAC and CBRE and sold out of HLT, CIGI and CHDN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DEI Douglas Emmett Inc | $11.6M | 10.7% | 1M | +250K (+33%) | 7 of 7 | |
| 2 |  CNS COHEN & STEERS INC | $9.2M | 8.5% | 109K | −52K (−32%) | 6 of 7 | |
| 3 |  NXRT Nexpoint Residential TR Inc | $7.8M | 7.2% | 319K | +62K (+24%) | 6 of 7 | |
| 4 |  COMP Compass Inc | $7.3M | 6.8% | 580K | New position | 2 of 7 | |
| 5 |  UDR Udr Inc | $7.2M | 6.6% | 193K | New position | 1 of 7 | |
| 6 |  VAC Marriott Vacations | $7.1M | 6.5% | 61K | −5,992 (−9%) | 2 of 7 | |
| 7 |  ENSG Ensign Group Inc | $6.2M | 5.7% | 34K | New position | 1 of 7 | |
| 8 |  CHH Choice Hotels Intl Inc | $5.8M | 5.4% | 56K | New position | 1 of 7 | |
| 9 |  HPP Hudson Pac Pptys Inc | $5.8M | 5.4% | 420K | +28K (+7%) | 3 of 7 | |
| 10 |  CBRE Cbre Group Inc | $5.5M | 5.1% | 38K | −25K (−40%) | 4 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HLT Hilton Worldwide Hldgs Inc | $12.8M | 42K |
 CIGI Colliers Intl Group Inc | $6.7M | 63K |
 CHDN Churchill Downs Inc | $5.7M | 64K |
 CPT Camden Ppty TR | $3M | 31K |
 HHH Howard Hughes Holdings Inc | $2.4M | 38K |
🔒 Free account: see all 8.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ESS Essex Ppty TR Inc | Call | $26.4M | 94K | +94,244 |
CNS Cohen & Steers Inc | Call | $25.8M | 306K | +305,500 |
CHH Choice Hotels Intl Inc | Call | $19.9M | 192K | +191,384 |
DEI Douglas Emmett Inc | Call | $19.3M | 1.7M | +1,674,050 |
CBRE Cbre Group Inc | Call | $19.2M | 131K | +130,500 |
🔒 Free account: see all 20.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Landmark Investment Partners 13F FAQ
What does Landmark Investment Partners own?
Landmark Investment Partners reported 21 stocks worth $108M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DEI (10.7%), CNS (8.5%) and NXRT (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Landmark Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 4 added to, 7 trimmed and 8 sold out. New positions include COMP, UDR and ENSG. It sold all of HLT, CIGI and CHDN.
When will Landmark Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Landmark Investment Partners's portfolio worth?
The Q2 2026 filing reports $108M in US stocks ($399M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.