LANDMARK INVESTMENT PARTNERS, L.P.
•CIK: 2023551•Filing: Q4 2025
**LANDMARK INVESTMENT PARTNERS, L.P.** manages $159M across a diversified portfolio of 35 positions. The fund exhibits significant concentration in select names, notably holding CSGP at $13.8M and AIV at $13.2M. Further top holdings include DEI ($11.5M), VAC ($11.4M), and HLT ($11.2M), suggesting a focused, high-conviction approach. This structure indicates active capital deployment into established market leaders across various sectors.
Total AUM
$68.7M
+ $90.0M in options
QoQ Performance
+10.6%
Positions
11
+ 24 options
Top 10 Concentration
62.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CSGP
AIV
DEI
VAC
HLT
ESS
CSGP8.7%
AIV8.3%
DEI7.3%
VAC7.2%
HLT7.1%
ESS6.5%
HGV5.0%
B7S4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.4%
Consumer7.1%
Real Estate6.5%
🚪 Exited Positionssold since Q3 2025
—
HUDSON PAC PPTYS INC
SOLD
$5.2M
+26 more exited positions
Changes from Q3 2025
NEW11 new positions
↑9 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024