Long Pond Capital as of Dec. 31, 2024
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agree Realty Corporation (ADC) | 10.8 | $213M | 3.0M | 70.45 | |
| Independence Realty Trust In (IRT) | 8.6 | $169M | 8.5M | 19.84 | |
| Lennar Corp Cl A Call Option (LEN) | 8.4 | $166M | 1.2M | 136.37 | |
| D.R. Horton (DHI) | 8.3 | $164M | 1.2M | 139.82 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 6.7 | $133M | 1.1M | 116.04 | |
| Mid-America Apartment (MAA) | 5.4 | $106M | 686k | 154.57 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 5.1 | $101M | 7.9M | 12.65 | |
| Jbg Smith Properties (JBGS) | 4.9 | $97M | 6.3M | 15.37 | |
| International Game Technolog Shs Usd (BRSL) | 4.6 | $90M | 5.1M | 17.66 | |
| Peak (DOC) | 4.4 | $87M | 4.3M | 20.27 | |
| Vesta Real Estate Corp Ads (VTMX) | 3.5 | $68M | 2.7M | 25.60 | |
| Red Rock Resorts Cl A (RRR) | 3.5 | $68M | 1.5M | 46.24 | |
| Wynn Resorts (WYNN) | 3.3 | $66M | 762k | 86.16 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 3.1 | $62M | 7.3M | 8.50 | |
| National Retail Properties (NNN) | 3.1 | $61M | 1.5M | 40.85 | |
| Rexford Industrial Realty Inc reit (REXR) | 3.0 | $59M | 1.5M | 38.66 | |
| Hilton Grand Vacations (HGV) | 2.7 | $54M | 1.4M | 38.95 | |
| Paramount Group Inc reit (PGRE) | 2.5 | $50M | 10M | 4.94 | |
| Americold Rlty Tr (COLD) | 2.2 | $44M | 2.1M | 21.40 | |
| NET Lease Office Properties (NLOP) | 1.4 | $27M | 862k | 31.21 | |
| Meritage Homes Corporation (MTH) | 1.3 | $25M | 163k | 153.82 | |
| Smartrent Com Cl A (SMRT) | 0.9 | $18M | 10M | 1.75 | |
| Sun Communities (SUI) | 0.8 | $15M | 124k | 122.97 | |
| Caesars Entertainment (CZR) | 0.7 | $15M | 442k | 33.42 | |
| Safehold (SAFE) | 0.7 | $14M | 766k | 18.48 | |
| Five Point Holdings Com Cl A (FPH) | 0.0 | $738k | 195k | 3.78 |
