# EDGAR Filing Document

**Accession Number:** 0002023551
**File Stem:** 0002023551-25-000009
**Filing Date:** 2025-11
**Character Count:** 10618
**Document Hash:** 16f55bcf7de40d043f1fb42549381e39
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002023551-25-000009.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0002023551-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LANDMARK INVESTMENT PARTNERS, L.P.
- **CENTRAL INDEX KEY:** 0002023551

**ORGANIZATION NAME:**
- **EIN:** 934212954
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25272
- **FILM NUMBER:** 251486290

**BUSINESS ADDRESS:**
- **STREET 1:** 515 NORTH FLAGLER DRIVE
- **STREET 2:** SUITE 260
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401
- **BUSINESS PHONE:** 561-219-3331

**MAIL ADDRESS:**
- **STREET 1:** 515 NORTH FLAGLER DRIVE
- **STREET 2:** SUITE 260
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LANDMARK INVESTMENT PARTNERS L.P.<br>**Address:** 515 NORTH FLAGLER DRIVE<br>SUITE 260<br>WEST PALM BEACH, FL 33401

**Form 13F File Number:** 028-25272

**CRD Number (if applicable):** 000329543

**SEC File Number (if applicable):** 801-129515

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Phil Giovannetti<br>**Title:** Chief Compliance Officer  Chief Operating Officer<br>**Phone:** 917-921-2824

**Signature, Place, and Date of Signing:**

Phil Giovannetti  West Palm Beach, FL  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $327629402

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACADIA RLTY TR | COM SH BEN INT | 004239109 |  | 2877420 | 142800 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 9784116 | 117400 | SH | Call | SOLE |  | 0 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 2750176 | 14300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| APARTMENT INVT  MGMT CO | CL A | 03748R747 |  | 6847690 | 863517 | SH |  | SOLE |  | 863517 | 0 | 0 |
| APARTMENT INVT  MGMT CO | CL A | 03748R747 |  | 4109326 | 518200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 269086 | 1393 | SH |  | SOLE |  | 1393 | 0 | 0 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 5408760 | 28000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 7805111 | 45684 | SH |  | SOLE |  | 45684 | 0 | 0 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 507900 | 30000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| BRAEMAR HOTELS  RESORTS INC | COM | 10482B101 |  | 2110290 | 773000 | SH |  | SOLE |  | 773000 | 0 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 |  | 7985643 | 942815 | SH |  | SOLE |  | 942815 | 0 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 |  | 847000 | 100000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 |  | 1694000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 1234440 | 18000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| BXP INC | COM | 101121101 |  | 3900000 | 52000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| CARETRUST REIT INC | COM | 14174T107 |  | 4855200 | 140000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| CHAMPION HOMES INC | COM | 830830105 |  | 5063331 | 66300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| CHOICE HOTELS INTL INC | COM | 169905106 |  | 1069100 | 10000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| COHEN  STEERS INC | COM | 19247A100 |  | 9716710 | 148098 | SH |  | SOLE |  | 148098 | 0 | 0 |
| COHEN  STEERS INC | COM | 19247A100 |  | 3654477 | 55700 | SH | Call | SOLE |  | 0 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 510708 | 63600 | SH | Call | SOLE |  | 0 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 12603612 | 149385 | SH |  | SOLE |  | 149385 | 0 | 0 |
| COUSINS PPTYS INC | COM NEW | 222795502 |  | 1736400 | 60000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 |  | 1630681 | 16900 | SH | Call | SOLE |  | 0 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 5065384 | 29300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| DOUGLAS EMMETT INC | COM | 25960P109 |  | 10995814 | 706218 | SH |  | SOLE |  | 706218 | 0 | 0 |
| DOUGLAS EMMETT INC | COM | 25960P109 |  | 9030600 | 580000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| EPR PPTYS | COM SH BEN INT | 26884U109 |  | 3312371 | 57100 | SH | Call | SOLE |  | 0 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 2663016 | 3400 | SH | Call | SOLE |  | 0 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 2177582 | 33641 | SH |  | SOLE |  | 33641 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 7916479 | 122300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ESSEX PPTY TR INC | COM | 297178105 |  | 8505432 | 31777 | SH |  | SOLE |  | 31777 | 0 | 0 |
| ESSEX PPTY TR INC | COM | 297178105 |  | 26177148 | 97800 | SH | Call | SOLE |  | 0 | 0 | 0 |
| HEALTHCARE RLTY TR | CL A COM | 42226K105 |  | 2304234 | 127800 | SH | Call | SOLE |  | 0 | 0 | 0 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 4415990 | 230600 | SH | Call | SOLE |  | 0 | 0 | 0 |
| HILTON GRAND VACATIONS INC | COM | 43283X105 |  | 6918886 | 165484 | SH |  | SOLE |  | 165484 | 0 | 0 |
| HILTON GRAND VACATIONS INC | COM | 43283X105 |  | 1036888 | 24800 | SH | Call | SOLE |  | 0 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 8360195 | 32224 | SH |  | SOLE |  | 32224 | 0 | 0 |
| HOWARD HUGHES HOLDINGS INC | COM | 44267T102 |  | 12464367 | 151690 | SH |  | SOLE |  | 151690 | 0 | 0 |
| HOWARD HUGHES HOLDINGS INC | COM | 44267T102 |  | 5053455 | 61500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| HUDSON PAC PPTYS INC | COM | 444097109 |  | 10803595 | 3914346 | SH |  | SOLE |  | 3914346 | 0 | 0 |
| HUDSON PAC PPTYS INC | COM | 444097109 |  | 5196829 | 1882909 | SH | Call | SOLE |  | 0 | 0 | 0 |
| INDEPENDENCE RLTY TR INC | COM | 45378A106 |  | 5998740 | 366000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| INVITATION HOMES INC | COM | 46187W107 |  | 4493356 | 153200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 12098000 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| KILROY RLTY CORP | COM | 49427F108 |  | 9316125 | 220500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| KIMCO RLTY CORP | COM | 49446R109 |  | 546250 | 25000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| LINEAGE INC | COM | 53566V106 |  | 506184 | 13100 | SH | Call | SOLE |  | 0 | 0 | 0 |
| MACERICH CO | COM | 554382101 |  | 1210300 | 66500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| MERITAGE HOMES CORP | COM | 59001A102 |  | 3042060 | 42000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| NEXPOINT RESIDENTIAL TR INC | COM | 65341D102 |  | 8019526 | 248899 | SH |  | SOLE |  | 248899 | 0 | 0 |
| NEXPOINT RESIDENTIAL TR INC | COM | 65341D102 |  | 3222000 | 100000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 2166375 | 7500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| REXFORD INDL RLTY INC | COM | 76169C100 |  | 4612542 | 112200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 |  | 1970980 | 22000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 |  | 2223525 | 11500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SL GREEN RLTY CORP | COM | 78440X887 |  | 568195 | 9500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 |  | 1831835 | 195500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| TAYLOR MORRISON HOME CORP | COM | 87724P106 |  | 3597545 | 54500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 248652 | 1800 | SH | Call | SOLE |  | 0 | 0 | 0 |
| U HAUL HOLDING COMPANY | COM | 023586100 |  | 6528409 | 114393 | SH |  | SOLE |  | 114393 | 0 | 0 |
| U HAUL HOLDING COMPANY | COM | 023586100 |  | 1112865 | 19500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| UDR INC | COM | 902653104 |  | 6118092 | 164200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 5480217 | 78300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 |  | 2622782 | 105800 | SH | Call | SOLE |  | 0 | 0 | 0 |
| WILLSCOT HLDGS CORP | COM CL A | 971378104 |  | 2111000 | 100000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 |  | 4560975 | 67500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| WYNDHAM HOTELS  RESORTS INC | COM | 98311A105 |  | 2053430 | 25700 | SH | Call | SOLE |  | 0 | 0 | 0 |

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