Long Pond Capital, LP
Long Pond Capital, LP reported 31 holdings worth US$1.04B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Long Pond Capital, LP reported 31 holdings worth US$1.04B as of Jun 30, 2026. Largest: Sba Communications Corporation, Independence Realty Trust, Inc. and Janus Living, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 31
- Value as reported
- US$1.04B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sba Communications Corporation | 899K | US$159M | 15.2% |
| Independence Realty Trust, Inc. | 5.13M | US$85.6M | 8.2% |
| Janus Living, Inc. | 2.57M | US$73.8M | 7.1% |
| Hilton Grand Vacations Inc. | 1.19M | US$62.1M | 6.0% |
| Jbg Smith Properties | 4.02M | US$59M | 5.7% |
| Tpg Re Finance Trust, Inc. | 7.03M | US$58.8M | 5.7% |
| Compass, Inc. | 3.59M | US$44.3M | 4.3% |
| Americold Realty Trust, Inc. | 2.69M | US$42.2M | 4.1% |
| Kkr Real Estate Finance Trust Inc. | 5.81M | US$39.8M | 3.8% |
| United Parks & Resorts Inc. | 777K | US$37.1M | 3.6% |
| Churchill Downs, Incorporated | 398K | US$35.7M | 3.4% |
| Wynn Resorts, Limited | 307K | US$29.8M | 2.9% |
| Pool Corporation | 132K | US$28.5M | 2.7% |
| Ferguson Enterprises Inc. | 104K | US$24.6M | 2.4% |
| Builders Firstsource, Inc. | 246K | US$22M | 2.1% |
| Camden Property Trust | 183K | US$20.9M | 2.0% |
| Six Flags Entertainment Corporation | 979K | US$20.9M | 2.0% |
| Equity Lifestyle Properties, Inc. | 306K | US$19.7M | 1.9% |
| Smartstop Self Storage Reit, Inc. | 445K | US$14.5M | 1.4% |
| Nexpoint Residential Trust, Inc. | 453K | US$12.6M | 1.2% |
| Home Depot, Inc. (the) | 29,500 | US$10.4M | 1.0% |
| Lowe's Companies, Inc. | 44,250 | US$9.76M | 0.94% |
| M/i Homes, Inc. | 55,230 | US$8.88M | 0.85% |
| Louisiana-pacific Corporation | 94,000 | US$7.39M | 0.71% |
| Smartrent, Inc. | 5.61M | US$6.68M | 0.64% |
| Mid-america Apartment Communities, Inc. | 40,503 | US$5.63M | 0.54% |
| Healthpeak Properties, Inc. | 257K | US$5.5M | 0.53% |
| Alexandria Real Estate Equities, Inc. | 94,786 | US$5.01M | 0.48% |
| Wyndham Hotels & Resorts, Inc. | 30,000 | US$2.53M | 0.24% |
| Fortune Brands Innovations, Inc. | 30,000 | US$1.65M | 0.16% |
| Taylor Morrison Home Corporation | 0 | US$0 | 0.00% |
| American Homes 4 Rent | 0 | US$0 | 0.00% |
| D/b/a Centerspace | 0 | US$0 | 0.00% |
| Cubesmart | 0 | US$0 | 0.00% |
| Hyatt Hotels Corporation | 0 | US$0 | 0.00% |
| Kilroy Realty Corporation | 0 | US$0 | 0.00% |
| Lineage, Inc. | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
| Safehold Inc. New | 0 | US$0 | 0.00% |
| Sl Green Realty Corp | 0 | US$0 | 0.00% |
| Summit Hotel Properties, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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