Long Pond Capital as of Dec. 31, 2025
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Americold Rlty Tr (COLD) | 8.8 | $75M | 5.8M | 12.86 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 8.6 | $73M | 2.6M | 28.21 | |
| Jbg Smith Properties (JBGS) | 8.3 | $71M | 4.1M | 17.01 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 7.1 | $61M | 7.0M | 8.61 | |
| Compass Cl A (COMP) | 6.2 | $53M | 5.0M | 10.57 | |
| Summit Hotel Properties (INN) | 5.4 | $46M | 9.4M | 4.87 | |
| Prologis (PLD) | 5.2 | $45M | 350k | 127.66 | |
| Gaming & Leisure Pptys (GLPI) | 5.2 | $44M | 994k | 44.69 | |
| Caesars Entertainment (CZR) | 4.1 | $35M | 1.5M | 23.39 | |
| Hilton Grand Vacations (HGV) | 3.8 | $33M | 732k | 44.75 | |
| Hyatt Hotels Corp Com Cl A (H) | 3.8 | $33M | 204k | 160.32 | |
| Seaworld Entertainment (PRKS) | 3.6 | $31M | 855k | 36.30 | |
| Centerspace (CSR) | 3.5 | $30M | 444k | 66.72 | |
| Wyndham Hotels And Resorts (WH) | 3.0 | $26M | 338k | 75.56 | |
| AvalonBay Communities (AVB) | 3.0 | $25M | 140k | 181.31 | |
| Nexpoint Residential Tr (NXRT) | 3.0 | $25M | 843k | 30.10 | |
| Alexandria Real Estate Equities (ARE) | 2.8 | $24M | 479k | 48.94 | |
| Independence Realty Trust In (IRT) | 2.1 | $18M | 1.0M | 17.48 | |
| Trex Company (TREX) | 2.0 | $17M | 484k | 35.08 | |
| Safehold (SAFE) | 1.5 | $13M | 945k | 13.69 | |
| Kkr Real Estate Finance Trust (KREF) | 1.5 | $13M | 1.6M | 8.22 | |
| Cubesmart (CUBE) | 1.5 | $13M | 347k | 36.05 | |
| Smartrent Com Cl A (SMRT) | 1.3 | $11M | 5.6M | 2.02 | |
| M/I Homes (MHO) | 1.1 | $9.1M | 71k | 127.95 | |
| Lineage (LINE) | 0.8 | $6.4M | 184k | 35.00 | |
| Sl Green Realty Corp (SLG) | 0.7 | $6.3M | 138k | 45.87 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.7 | $5.9M | 54k | 110.08 | |
| Mid-America Apartment (MAA) | 0.6 | $5.5M | 40k | 138.91 | |
| Sunstone Hotel Investors (SHO) | 0.5 | $4.3M | 485k | 8.94 | |
| Mack-Cali Realty (VRE) | 0.3 | $2.2M | 150k | 14.88 |
