Long Pond Capital as of June 30, 2026
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp Cl A Call Option (SBAC) | 23.6 | $245M | 1.4M | 176.46 | |
| Independence Realty Trust In (IRT) | 8.2 | $86M | 5.1M | 16.69 | |
| Janus Living Cl A-1 (JAN) | 7.1 | $74M | 2.6M | 28.74 | |
| Hilton Grand Vacations (HGV) | 6.0 | $62M | 1.2M | 52.37 | |
| Jbg Smith Properties (JBGS) | 5.7 | $59M | 4.0M | 14.67 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 5.7 | $59M | 7.0M | 8.37 | |
| Compass Cl A (COMP) | 4.3 | $44M | 3.6M | 12.33 | |
| Americold Rlty Tr (COLD) | 4.1 | $42M | 2.7M | 15.72 | |
| Kkr Real Estate Finance Trust (KREF) | 3.8 | $40M | 5.8M | 6.84 | |
| Seaworld Entertainment (PRKS) | 3.6 | $37M | 777k | 47.74 | |
| Churchill Downs (CHDN) | 3.4 | $36M | 398k | 89.64 | |
| Wynn Resorts (WYNN) | 2.9 | $30M | 307k | 97.09 | |
| Pool Corporation (POOL) | 2.7 | $29M | 132k | 214.90 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.4 | $25M | 104k | 237.33 | |
| Builders FirstSource (BLDR) | 2.1 | $22M | 246k | 89.48 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 2.0 | $21M | 183k | 114.49 | |
| Six Flags Entertainment Corp (FUN) | 2.0 | $21M | 979k | 21.30 | |
| Equity Lifestyle Properties (ELS) | 1.9 | $20M | 306k | 64.45 | |
| Smartstop Self Storag Reit I Common Stock (SMA) | 1.4 | $15M | 445k | 32.50 | |
| Nexpoint Residential Tr (NXRT) | 1.2 | $13M | 453k | 27.92 | |
| Home Depot (HD) | 1.0 | $10M | 30k | 352.68 | |
| Lowe's Companies (LOW) | 0.9 | $9.8M | 44k | 220.49 | |
| M/I Homes (MHO) | 0.9 | $8.9M | 55k | 160.79 | |
| Louisiana-Pacific Corporation (LPX) | 0.7 | $7.4M | 94k | 78.66 | |
| Smartrent Com Cl A (SMRT) | 0.6 | $6.7M | 5.6M | 1.19 | |
| Mid-America Apartment (MAA) | 0.5 | $5.6M | 41k | 138.94 | |
| Peak (DOC) | 0.5 | $5.5M | 257k | 21.40 | |
| Alexandria Real Estate Equities (ARE) | 0.5 | $5.0M | 95k | 52.85 | |
| Wyndham Hotels And Resorts (WH) | 0.2 | $2.5M | 30k | 84.21 | |
| Fortune Brands (FBIN) | 0.2 | $1.6M | 30k | 54.90 |
