Landmark Investment Partners, L.P. Portfolio Holdings by Sector

Landmark Investment Partners, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Residential \| Real Estate ESS CPT AIV NXRT AVB 5 stocks	$101 Million 26.99% of portfolio	4	1	2	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP CBRE CBRE CSGP 4 stocks	$46 Million 12.3% of portfolio	4	-	3	-	2 Calls 0 Puts
REIT—Industrial \| Real Estate FR PLD PLD 3 stocks	$36 Million 9.61% of portfolio	2	1	1	-	1 Calls 0 Puts
Lodging \| Consumer Cyclical HLT H HLT H 4 stocks	$33.4 Million 8.92% of portfolio	3	1	3	-	2 Calls 0 Puts
ETFs \| ETFs SPY VNQ HYG TLT 4 stocks	$31.6 Million 8.44% of portfolio	4	-	4	-	0 Calls 4 Puts
REIT—Office \| Real Estate DEI HPP DEI 3 stocks	$31.5 Million 8.4% of portfolio	3	-	2	-	1 Calls 0 Puts
Asset Management \| Financial Services CNS BX BX 3 stocks	$23.7 Million 6.32% of portfolio	3	-	3	-	1 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$22.3 Million 5.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$17.8 Million 4.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare BKD 1 stocks	$13 Million 3.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical MUSA 1 stocks	$12 Million 3.2% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate CLDT 1 stocks	$2.52 Million 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical BYD GDEN 2 stocks	$1.99 Million 0.53% of portfolio	2	-	2	-	1 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$1.68 Million 0.45% of portfolio	1	-	1	-	1 Calls 0 Puts

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