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Long Pond Capital, LP 13F holdings

Filed 2026-08-13 · Long Pond Capital, LP · 31 positions · $1.0B

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TickerCompanySharesValue% of portfolio
SBACSBA COMMUNICATIONS CORP898.7K$158.6M15.2%
SBACSBA COMMUNICATIONS CORP490.0K$86.5M8.3%
IRTINDEPENDENCE RLTY TR INC5.1M$85.6M8.2%
JANJANUS LIVING INC2.6M$73.8M7.1%
HGVHILTON GRAND VACATIONS INC1.2M$62.1M6.0%
JBGSJBG SMITH PPTYS4.0M$59.0M5.7%
TRTXTPG RE FIN TR INC7.0M$58.8M5.7%
COMPCOMPASS INC3.6M$44.3M4.3%
COLDAMERICOLD REALTY TRUST INC2.7M$42.2M4.1%
KREFKKR REAL ESTATE FIN TR INC5.8M$39.8M3.8%
PRKSUNITED PARKS & RESORTS INC776.9K$37.1M3.6%
CHDNCHURCHILL DOWNS INC398.4K$35.7M3.4%
WYNNWYNN RESORTS LTD306.7K$29.8M2.9%
POOLPOOL CORP132.4K$28.5M2.7%
FERGFERGUSON ENTERPRISES INC103.5K$24.6M2.4%
BLDRBUILDERS FIRSTSOURCE INC245.8K$22.0M2.1%
CPTCAMDEN PPTY TR182.5K$20.9M2.0%
FUNSIX FLAGS ENTERTAINMENT CORP979.4K$20.9M2.0%
ELSEQUITY LIFESTYLE PROPERTIES306.2K$19.7M1.9%
SMASMARTSTOP SELF STORAG REIT I444.8K$14.5M1.4%
NXRTNEXPOINT RESIDENTIAL TR INC452.6K$12.6M1.2%
HDHOME DEPOT INC29.5K$10.4M1.0%
LOWLOWES COS INC44.2K$9.8M0.9%
MHOM/I HOMES INC55.2K$8.9M0.9%
LPXLOUISIANA PAC CORP94.0K$7.4M0.7%
SMRTSMARTRENT INC5.6M$6.7M0.6%
MAAMID-AMER APT CMNTYS INC40.5K$5.6M0.5%
DOCHEALTHPEAK PROPERTIES INC257.1K$5.5M0.5%
AREALEXANDRIA REAL ESTATE EQ IN94.8K$5.0M0.5%
WHWYNDHAM HOTELS & RESORTS INC30.0K$2.5M0.2%
FBINFORTUNE BRANDS INNOVATIONS I30.0K$1.6M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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