Long Pond Capital as of March 31, 2025
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hyatt Hotels Corp Com Cl A (H) | 12.5 | $192M | 1.6M | 122.50 | |
| Toll Brothers (TOL) | 7.7 | $118M | 1.1M | 105.59 | |
| D.R. Horton (DHI) | 6.9 | $105M | 829k | 127.13 | |
| International Game Technolog Shs Usd (BRSL) | 5.5 | $85M | 5.2M | 16.26 | |
| Hilton Worldwide Holdings (HLT) | 5.3 | $81M | 356k | 227.55 | |
| Meritage Homes Corporation (MTH) | 5.2 | $80M | 1.1M | 70.88 | |
| Six Flags Entertainment Corp (FUN) | 4.9 | $76M | 2.1M | 35.67 | |
| Hilton Grand Vacations (HGV) | 4.5 | $68M | 1.8M | 37.41 | |
| Kite Rlty Group Tr Com New (KRG) | 3.9 | $61M | 2.7M | 22.37 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 3.9 | $60M | 7.3M | 8.15 | |
| Jbg Smith Properties (JBGS) | 3.8 | $58M | 3.6M | 16.11 | |
| Red Rock Resorts Cl A (RRR) | 3.4 | $53M | 1.2M | 43.37 | |
| Paramount Group Inc reit (PGRE) | 3.3 | $51M | 12M | 4.30 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 3.3 | $50M | 3.8M | 13.33 | |
| Cubesmart (CUBE) | 3.1 | $47M | 1.1M | 42.71 | |
| Wynn Resorts (WYNN) | 2.9 | $45M | 539k | 83.50 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 2.6 | $40M | 330k | 122.30 | |
| Taylor Morrison Hom (TMHC) | 2.6 | $40M | 672k | 60.04 | |
| Kilroy Realty Corporation (KRC) | 1.6 | $24M | 738k | 32.76 | |
| Vesta Real Estate Corp Ads (VTMX) | 1.4 | $22M | 950k | 22.81 | |
| Wyndham Hotels And Resorts (WH) | 1.4 | $21M | 233k | 90.51 | |
| Rexford Industrial Realty Inc reit (REXR) | 1.3 | $21M | 529k | 39.15 | |
| Independence Realty Trust In (IRT) | 1.1 | $18M | 828k | 21.23 | |
| Caesars Entertainment (CZR) | 1.1 | $17M | 681k | 25.00 | |
| Mid-America Apartment (MAA) | 1.0 | $16M | 94k | 167.58 | |
| Pulte (PHM) | 0.9 | $14M | 138k | 102.80 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 0.9 | $14M | 416k | 32.74 | |
| Smartrent Com Cl A (SMRT) | 0.8 | $12M | 10M | 1.21 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.8 | $12M | 180k | 64.24 | |
| Golden Entmt (GDEN) | 0.7 | $12M | 435k | 26.39 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.7 | $11M | 188k | 59.18 | |
| Douglas Emmett (DEI) | 0.6 | $9.4M | 589k | 16.00 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.4 | $6.6M | 179k | 36.99 |
