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Landmark Investment Partners - Q1 2026 13F Filings

LA

Landmark Investment Partners, L.P.

CIK: 0002023551
Address: Florida West Palm Beach 515 North Flagler Drive Suite 260
$139.31 M
Portfolio Value
30
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CBRE Cbre Group
+$8.53 M
2. CIGI Colliers International Group
+$6.72 M
3. CHDN Churchill Downs Incorporated
+$5.73 M
4. NXRT Nexpoint Residential Trust
+$5.61 M
5. VAC Marriott Vacations Worldwide Corporation
+$4.34 M

Top Sells

Q1 2026
1. MAA Mid-America Apartment Communities
−$8.92 M
2. HGV Hilton Grand Vacations
−$7.87 M
3. BKD Brookdale Senior Living
−$7.81 M
4. BYD Boyd Gaming Corporation
−$5.94 M
5. REG Regency Centers Corporation
−$5.86 M

Asset Allocation

Stocks/ETFs
-17.11%
$96.8 M 69.48%
Options
-56.24%
$42.51 M 30.52%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Landmark Investment Partners Q1 2026 Filing Summary

Landmark Investment Partners, L.P. filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 139.31 M reflecting a -34.88% change from the prior quarter, spanning 30 assets. Allocations were 69.5% Equities, 30.5% Options, and 0.0% Debt. The top 10 holdings comprised 79.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 4 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Landmark Investment Partners’s Q1 2026 Filing

Landmark Investment Partners submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Landmark Investment Partners reported a managed portfolio value of 139.31 M, consisting of 30 individual positions.

This page displays the raw filing documents. To see which stocks Landmark Investment Partners bought or sold during Q1 2026, please visit Landmark Investment Partners's Portfolio Analysis page.