Long Pond Capital as of March 31, 2026
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Independence Realty Trust In (IRT) | 8.1 | $85M | 5.7M | 14.89 | |
| Janus Living Cl A-1 | 7.4 | $78M | 3.3M | 23.57 | |
| Sba Communications Corp Cl A Call Option (SBAC) | 6.6 | $69M | 400k | 172.11 | |
| Jbg Smith Properties (JBGS) | 6.2 | $65M | 4.4M | 14.61 | |
| Wyndham Hotels And Resorts (WH) | 5.4 | $57M | 702k | 81.23 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 5.2 | $55M | 7.0M | 7.81 | |
| Seaworld Entertainment (PRKS) | 5.2 | $55M | 1.7M | 32.66 | |
| Wynn Resorts (WYNN) | 5.1 | $54M | 529k | 101.55 | |
| Americold Rlty Tr (COLD) | 4.9 | $52M | 4.5M | 11.46 | |
| Summit Hotel Properties (INN) | 4.0 | $42M | 9.4M | 4.42 | |
| Peak (DOC) | 3.9 | $41M | 2.5M | 16.43 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 3.7 | $39M | 401k | 97.66 | |
| Kkr Real Estate Finance Trust (KREF) | 3.4 | $35M | 5.7M | 6.12 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 3.1 | $32M | 1.7M | 18.70 | |
| Hyatt Hotels Corp Com Cl A (H) | 3.1 | $32M | 224k | 143.79 | |
| American Homes 4 Rent Cl A (AMH) | 3.0 | $31M | 1.1M | 27.92 | |
| Kilroy Realty Corporation (KRC) | 2.8 | $29M | 1.0M | 28.21 | |
| Pool Corporation (POOL) | 2.1 | $22M | 110k | 202.33 | |
| James Hardie Inds Ord Shs (JHX) | 2.1 | $22M | 1.2M | 18.94 | |
| Hilton Grand Vacations (HGV) | 1.8 | $19M | 485k | 39.12 | |
| Smartstop Self Storag Reit I Common Stock (SMA) | 1.8 | $19M | 614k | 30.28 | |
| Cubesmart (CUBE) | 1.5 | $16M | 435k | 36.65 | |
| Lineage (LINE) | 1.3 | $14M | 411k | 32.76 | |
| Six Flags Entertainment Corp (FUN) | 1.3 | $13M | 750k | 17.75 | |
| Nexpoint Residential Tr (NXRT) | 1.1 | $11M | 453k | 25.00 | |
| Centerspace (CSR) | 1.0 | $11M | 190k | 57.45 | |
| Taylor Morrison Hom (TMHC) | 1.0 | $10M | 174k | 58.24 | |
| Compass Cl A (COMP) | 0.8 | $8.9M | 1.2M | 7.31 | |
| Smartrent Com Cl A (SMRT) | 0.8 | $8.4M | 5.6M | 1.50 | |
| Safehold (SAFE) | 0.7 | $7.5M | 554k | 13.53 | |
| M/I Homes (MHO) | 0.6 | $5.8M | 48k | 122.45 | |
| Mid-America Apartment (MAA) | 0.5 | $4.9M | 41k | 122.12 | |
| Sl Green Realty Corp (SLG) | 0.5 | $4.8M | 130k | 36.94 |
