Long Pond Capital

Long Pond Capital as of June 30, 2024

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 35 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
D.R. Horton (DHI) 10.0 $187M 1.3M 140.93
Independence Realty Trust In (IRT) 8.5 $159M 8.5M 18.74
Agree Realty Corporation (ADC) 8.3 $156M 2.5M 61.94
Americold Rlty Tr (COLD) 6.0 $112M 4.4M 25.54
Camden Ppty Tr Sh Ben Int (CPT) 5.9 $111M 1.0M 109.11
Jbg Smith Properties (JBGS) 5.6 $105M 6.9M 15.23
Mid-America Apartment (MAA) 4.9 $92M 647k 142.61
Sba Communications Corp Cl A (SBAC) 4.5 $84M 426k 196.30
National Retail Properties (NNN) 4.3 $81M 1.9M 42.60
Site Centers Corp 4.3 $81M 5.6M 14.50
Netstreit Corp (NTST) 4.3 $80M 5.0M 16.10
Safehold (SAFE) 2.7 $51M 2.7M 19.29
Sila Realty Trust Common Stock (SILA) 2.7 $50M 2.4M 21.17
Vesta Real Estate Corp Ads (VTMX) 2.6 $49M 1.6M 29.99
Hilton Grand Vacations (HGV) 2.6 $49M 1.2M 40.43
Rexford Industrial Realty Inc reit (REXR) 2.5 $47M 1.1M 44.59
Paramount Group Inc reit (PGRE) 1.9 $35M 7.5M 4.63
Playa Hotels & Resorts Nv SHS (PLYA) 1.8 $34M 4.0M 8.39
Crown Castle Intl (CCI) 1.7 $33M 334k 97.70
International Game Technolog Shs Usd (IGT) 1.7 $32M 1.6M 20.46
Cbre Group Cl A (CBRE) 1.6 $30M 336k 89.11
Tpg Re Finance Trust Inc reit (TRTX) 1.3 $25M 2.9M 8.64
Nexpoint Residential Tr (NXRT) 1.3 $24M 614k 39.51
Smartrent Com Cl A (SMRT) 1.2 $22M 9.3M 2.39
Red Rock Resorts Cl A (RRR) 1.2 $22M 400k 54.93
NET Lease Office Properties (NLOP) 1.1 $21M 862k 24.62
Boyd Gaming Corporation (BYD) 1.1 $20M 371k 55.10
CoStar (CSGP) 0.9 $17M 223k 74.14
National Storage Affiliates Com Shs Ben In (NSA) 0.9 $16M 393k 41.22
Madison Square Garden Entmt Com Cl A (MSGE) 0.7 $12M 363k 34.23
Smith Douglas Homes Corp Com Shs Cl A (SDHC) 0.5 $9.8M 417k 23.38
Kite Rlty Group Tr Com New (KRG) 0.4 $8.1M 363k 22.38
Five Point Holdings Com Cl A (FPH) 0.4 $7.0M 2.4M 2.93
Chatham Lodging Trust (CLDT) 0.3 $5.6M 659k 8.52
Everi Hldgs (EVRI) 0.2 $4.5M 530k 8.40