LANDMARK INVESTMENT PARTNERS, L.P. logo

LANDMARK INVESTMENT PARTNERS, L.P. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for LANDMARK INVESTMENT PARTNERS, L.P. with $122.1M in long positions as of Q3 2025, 61% allocated to Real Estate, and 80% concentrated in top 10 positions.

Portfolio Value
$122.1M
Top 10 Concentration
80%
Top Sector
Real Estate (61%)
US Exposure
100%
Market Cap Focus
Large Cap
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Real Estate: 61.30%Real EstateFinancial Services: 14.30%Financial ServicesConsumer Cyclical: 12.50%Consumer CyclicalHealthcare: 6.50%Industrials: 5.30%
Real Estate
61.30%
Financial Services
14.30%
Consumer Cyclical
12.50%
Healthcare
6.50%
Industrials
5.30%

Industry Breakdown

10 industries across all sectors

REIT - Residential: 21.14%REIT - ResidentialREIT - Office: 17.85%REIT - OfficeAsset Management: 14.35%Asset ManagementReal Estate - Services: 10.32%Real Estate - ServicesReal Estate - Diversified: 10.21%Real Estate - DiversifiedTravel Lodging: 6.85%4 more: 19.28%4 more
REIT - Residential
Real Estate
21.14%
REIT - Office
Real Estate
17.85%
Asset Management
Financial Services
14.35%
Real Estate - Services
Real Estate
10.32%
Real Estate - Diversified
Real Estate
10.21%
Travel Lodging
Consumer Cyclical
6.85%
Medical - Care Facilities
Healthcare
6.54%
Gambling, Resorts & Casinos
Consumer Cyclical
5.67%
Rental & Leasing Services
Industrials
5.35%
REIT - Hotel & Motel
Real Estate
1.73%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Large Cap ($10B - $200B): 37.87%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 29.17%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 21.02%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 1.73%Nano Cap (< $50M): 10.21%Nano Cap (< $50M)
Large Cap ($10B - $200B)
37.87%
Mid Cap ($2B - $10B)
29.17%
Small Cap ($300M - $2B)
21.02%
Micro Cap ($50M - $300M)
1.73%
Nano Cap (< $50M)
10.21%

Portfolio Concentration

Top 10 Holdings %
79.65%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($122.1M)
16 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
2.3 quarters
Avg. Top 20
1.8 quarters
Avg. All Positions
1.8 quarters
Median Holding Period
2 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
Apartment Investment and Management Company logo
Apartment Investment and Management CompanyAIV - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
3.63%
Avg. Position Weight
6.25%
Largest Position
CoStar Group Inc logo
CoStar Group IncCSGP - 10.32%
Largest Ownership Stake
Braemar Hotels & Resorts Inc. Common Stock logo
Braemar Hotels & Resorts Inc. Common StockBHR - 1.13%
Avg. Ownership Stake
0.32%
Ownership Stake >5%
0
Ownership Stake >1%
2

Historical (Since Q4 2024)

Avg. New Position
4.46%
Avg. Ownership Stake
0.40%
Largest Position
Essex Property Trust, Inc logo
Essex Property Trust, IncESS - 12.46% (Q1 2025)
Largest Ownership Stake
NexPoint Residential Trust Inc logo
NexPoint Residential Trust IncNXRT - 1.78% (Q2 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
57.4%
Value Traded
$70.11M
Positions Added
4
Positions Exited
7

Historical (Since Q4 2024)

Avg. Turnover Ratio
50.2%
Avg. Positions Added
9
Avg. Positions Exited
5
Highest Turnover
57.4%
Q3 2025
Lowest Turnover
45.9%
Q2 2025

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.