EdgeMarket › What Long Pond Capital, Lp reported owning
What Long Pond Capital, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
33Quarter
2026-03-31Shown below
32largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IRT INDEPENDENCE REALTY TRUST, INC. | 85.3M | 8.1% | 5.7M | 16.59 | -4.0% |
| JAN Janus Living, Inc. | 77.5M | 7.4% | 3.3M | 30.71 | +4581.4% |
| JBGS JBG SMITH Properties | 64.5M | 6.2% | 4.4M | 12.50 | -39.8% |
| WH WYNDHAM HOTELS & RESORTS, INC. | 57.0M | 5.4% | 701.7K | 74.62 | -13.7% |
| TRTX TPG RE Finance Trust, Inc. | 54.9M | 5.2% | 7.0M | 7.89 | -14.0% |
| PRKS United Parks & Resorts Inc. | 54.9M | 5.2% | 1.7M | 45.33 | -10.1% |
| WYNN WYNN RESORTS LTD | 53.7M | 5.1% | 529.1K | 100.28 | -10.1% |
| COLD AMERICOLD REALTY TRUST | 51.5M | 4.9% | 4.5M | 15.25 | +4.7% |
| INN Summit Hotel Properties, Inc. | 41.5M | 4.0% | 9.4M | 6.16 | +19.6% |
| DOC HEALTHPEAK PROPERTIES, INC. | 40.9M | 3.9% | 2.5M | 21.40 | +24.3% |
| CPT CAMDEN PROPERTY TRUST | 39.2M | 3.7% | 401.1K | 107.59 | -0.8% |
| KREF KKR Real Estate Finance Trust Inc. | 35.1M | 3.4% | 5.7M | 7.58 | -18.8% |
| NCLH Norwegian Cruise Line Holdings Ltd. | 32.4M | 3.1% | 1.7M | 17.24 | -27.7% |
| H Hyatt Hotels Corp | 32.2M | 3.1% | 224.0K | 180.67 | +31.6% |
| AMH American Homes 4 Rent | 31.0M | 3.0% | 1.1M | 34.35 | -2.1% |
| KRC KILROY REALTY CORP | 29.3M | 2.8% | 1.0M | 36.58 | -6.0% |
| POOL POOL CORP | 22.2M | 2.1% | 109.5K | 187.98 | -40.3% |
| JHX James Hardie Industries plc | 21.9M | 2.1% | 1.2M | 30.43 | +63.3% |
| HGV Hilton Grand Vacations Inc. | 19.0M | 1.8% | 485.4K | 45.11 | +3.4% |
| SMA SmartStop Self Storage REIT, Inc. | 18.6M | 1.8% | 613.5K | 34.21 | -3.8% |
| CUBE CubeSmart | 16.0M | 1.5% | 435.4K | 40.89 | +2.3% |
| LINE Lineage, Inc. | 13.5M | 1.3% | 411.0K | 41.61 | +6.2% |
| FUN Six Flags Entertainment Corporation/NEW | 13.3M | 1.3% | 750.4K | 16.73 | -36.0% |
| NXRT NexPoint Residential Trust, Inc. | 11.3M | 1.1% | 452.6K | 24.50 | -23.8% |
| CSR CENTERSPACE | 10.9M | 1.0% | 190.0K | 53.96 | -4.5% |
| TMHC Taylor Morrison Home Corp | 10.2M | 1.0% | 174.4K | — | — |
| COMP Compass, Inc. | 8.9M | 0.8% | 1.2M | 11.75 | +41.9% |
| SMRT SmartRent, Inc. | 8.4M | 0.8% | 5.6M | 1.43 | -1.4% |
| SAFE Safehold Inc. | 7.5M | 0.7% | 553.7K | 15.37 | -3.1% |
| MHO M/I HOMES, INC. | 5.8M | 0.6% | 47.6K | 152.37 | +8.9% |
| MAA MID AMERICA APARTMENT COMMUNITIES INC. | 4.9M | 0.5% | 40.5K | 131.31 | -7.8% |
| SLG SL GREEN REALTY CORP | 4.8M | 0.5% | 129.5K | 57.45 | +4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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