Holdings
Long Pond Capital, LP
As of Jun 30, 2026, Long Pond Capital, LP reported 30 positions worth US$954M. Largest: Sba Communications Corporation, Independence Realty Trust, Inc. and Janus Living, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sba Communications Corporation | 899K | US$159M | new | Jun 30, 2026 |
| Independence Realty Trust, Inc. | 5.13M | US$85.6M | −600K | Jun 30, 2026 |
| Janus Living, Inc. | 2.57M | US$73.8M | −721K | Jun 30, 2026 |
| Hilton Grand Vacations Inc. | 1.19M | US$62.1M | +701K | Jun 30, 2026 |
| Jbg Smith Properties | 4.02M | US$59M | −390K | Jun 30, 2026 |
| Tpg Re Finance Trust, Inc. | 7.03M | US$58.8M | no change | Jun 30, 2026 |
| Compass, Inc. | 3.59M | US$44.3M | +2.38M | Jun 30, 2026 |
| Americold Realty Trust, Inc. | 2.69M | US$42.2M | −1.81M | Jun 30, 2026 |
| Kkr Real Estate Finance Trust Inc. | 5.81M | US$39.8M | +79,688 | Jun 30, 2026 |
| United Parks & Resorts Inc. | 777K | US$37.1M | −904K | Jun 30, 2026 |