LANDMARK INVESTMENT PARTNERS, L.P.

CIK 0002023551 · Q1 2026

13F Equity AUM

$139.3M

-34.9% QoQ

Positions

-5 QoQ

AUM Rank

#8,821

Top 71%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 38.8%Top 10: 62.7%Top 20: 90.6%

HLT9.2%

CSGP8.8%

AIV7.5%

CNS7.2%

CBRE6.1%

BX5.2%

DEI5.2%

CIGI4.8%

NXRT4.6%

CHR4.1%

Others (20)37.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Real Estate58.8%

Financial Services12.6%

Consumer Cyclical12.3%

Unclassified10.6%

Communication Services4.1%

Other1.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 30Median: 2.94%Avg: 3.33%

0–0.5%

2(0.4%)

0.5–1%

4(3.3%)

1–3%

9(16.2%)

3–5%

8(31.0%)

5%+

7(49.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 21Unique: 9vs 20 funds

0.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

0.4%

0.5%

0.6%

0.4%

BANK OF AMERICA CORP /DE/

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

FMR LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New15Increased5Decreased10Exited20

New Positions

CSGP8.8%

+3K

CBRE6.1%

+63K

BX5.2%

+632

CIGI4.8%

+63K

CHR4.1%

+64K

DEI4.0%

+6K

COLLIERS INTL GROUP …3.7%

+477

COHEN & STEERS I…3.1%

+700

CHOICE HOTELS INTL I…1.6%

+216

INVH1.3%

+702

Increased

AIV7.5%

+335K(+15%)

NXRT4.6%

+224K(+676%)

CPT2.2%

+22K(+243%)

AVB1.9%

+8K(+100%)

HLT9.2%

+3K(+8%)

Decreased

DEI5.2%

-765,157(-50%)

B7S0.7%

-570,684(-89%)

CSGP3.5%

-240,014(-67%)

HPP1.7%

-188,521(-32%)

HHH1.7%

-141,607(-79%)

VAC3.1%

-131,828(-66%)

ESS2.8%

-51,923(-77%)

CNS7.2%

-46,914(-23%)

BHR1.9%

-43,695(-4%)

BX0.1%

-15,561(-90%)

Exited

-93,928

-175,810

-78,300

-69,644

-84,873

-246,100

-25,000

-31,000

-23,500

-2,700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...