Long Pond Capital

Long Pond Capital as of Sept. 30, 2022

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Independence Realty Trust In (IRT) 10.0 $171M 10M 16.73
Jbg Smith Properties (JBGS) 9.4 $160M 8.6M 18.58
D.R. Horton (DHI) 6.4 $110M 1.6M 67.35
Kilroy Realty Corporation (KRC) 6.1 $105M 2.5M 42.11
Lexington Realty Trust (LXP) 5.6 $96M 10M 9.16
Six Flags Entertainment (SIX) 4.9 $84M 4.7M 17.70
Apartment Invt & Mgmt Cl A (AIV) 4.6 $79M 11M 7.30
Stag Industrial (STAG) 4.3 $73M 2.6M 28.43
Melco Resorts And Entmnt Adr (MLCO) 4.2 $72M 11M 6.63
Apartment Income Reit Corp (AIRC) 3.7 $63M 1.6M 38.62
Las Vegas Sands (LVS) 3.6 $61M 1.6M 37.52
Marriott Vacations Wrldwde Cp (VAC) 3.4 $59M 483k 121.86
Spirit Rlty Cap Com New 3.1 $54M 1.5M 36.16
Forestar Group (FOR) 3.1 $52M 4.7M 11.19
Expedia Group Com New (EXPE) 2.7 $47M 499k 93.69
Safehold 2.7 $46M 1.7M 26.46
Camden Ppty Tr Sh Ben Int (CPT) 2.7 $46M 381k 119.45
Hilton Worldwide Holdings (HLT) 2.5 $43M 355k 120.62
Madison Square Grdn Sprt Cor Cl A (MSGS) 2.4 $40M 296k 136.66
AvalonBay Communities (AVB) 2.3 $40M 216k 184.19
Radius Global Infrastrctre I Com Cl A 2.2 $38M 4.0M 9.42
Sherwin-Williams Company (SHW) 1.9 $32M 155k 204.75
Smartrent Com Cl A (SMRT) 1.6 $27M 12M 2.27
Hilton Grand Vacations (HGV) 1.5 $26M 786k 32.89
Red Rock Resorts Cl A (RRR) 1.5 $25M 731k 34.26
Fomento Economico Mexicano S Spon Adr Units (FMX) 1.2 $20M 315k 62.75
First Industrial Realty Trust (FR) 0.8 $14M 310k 44.81
Five Point Holdings Com Cl A (FPH) 0.7 $12M 4.5M 2.60
Caesars Entertainment (CZR) 0.4 $7.0M 218k 32.26
Acadia Rlty Tr Com Sh Ben Int (AKR) 0.3 $5.8M 457k 12.62
Franklin Bsp Rlty Tr Common Stock (FBRT) 0.1 $1.9M 176k 10.77
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $1.3M 14k 90.15