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Long Pond Capital 13F filings

Manager(s):

Holdings as of 2025-09-30

Filed on 2025-11-14 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Camden Property Trust
1,945,698 sh
922,956 sh
90%
$207,762
$92,509
Independence Realty Trust Inc.
12,301,684 sh
6,801,182 sh
124%
$201,625
$104,321
JAMES HARDIE INDS PLC F SHS
7,247,811 sh
7,247,811 sh
NEW
$139,230
$139,230
National Storage Affiliates Trust
3,846,289 sh
1,347,500 sh
54%
$116,235
$36,299
Americold Realty Trust
7,756,293 sh
7,756,293 sh
NEW
$94,937
$94,937
Taylor Morrison Home Corp
1,379,577 sh
-182,009 sh
-12%
$91,066
-$4,847
JBG SMITH Properties
3,228,894 sh
-605,139 sh
-16%
$71,843
$5,514
TPG RE FIN TR INC COM
6,898,626 sh
-405,000 sh
-6%
$59,052
$2,668
American Homes 4 Rent
1,563,780 sh
1,563,780 sh
NEW
$51,996
$51,996
Summit Hotel Properties Inc.
9,400,000 sh
 
$51,606
Hyatt Hotels Corp
317,589 sh
-603,633 sh
-66%
$45,075
-$83,574
Lexington Realty Trust
3,800,000 sh
3,650,000 sh
2433%
$34,048
$32,809
M/I Homes Inc.
227,597 sh
105,457 sh
86%
$32,874
$19,180
Hilton Grand Vacations Inc
648,021 sh
-662,705 sh
-51%
$27,094
-$27,340
Caesars Entertainment Inc.
959,175 sh
868,402 sh
957%
$25,922
$23,345
Equity LifeStyle Properties Inc.
354,911 sh
354,911 sh
NEW
$21,543
$21,543
KKR REAL ESTATE FIN TRINC COM COM
2,321,672 sh
2,321,672 sh
NEW
$20,895
$20,895
NexPoint Residential Trust Inc.
544,089 sh
544,089 sh
NEW
$17,531
$17,531
Centerspace
213,463 sh
213,463 sh
NEW
$12,573
$12,573
Compass Inc.
1,550,000 sh
1,550,000 sh
NEW
$12,447
$12,447
Plymouth Industrial REIT Inc
492,468 sh
492,468 sh
NEW
$10,997
$10,997
MID-AMER APT CMNTYS INC
67,543 sh
-26,874 sh
-28%
$9,438
-$4,537
SmartRent
6,066,093 sh
-4,000,000 sh
-40%
$8,553
-$1,412
SIX FLAGS ENTERTAINMENT CORP. COM
290,000 sh
-3,006,660 sh
-91%
$6,589
-$93,728
Sunstone Hotel Investors Inc.
485,237 sh
485,237 sh
NEW
$4,547
$4,547
Meritage Homes Corp.
46,500 sh
-231,834 sh
-83%
$3,368
-$15,272
Equity Residential
20,037 sh
20,037 sh
NEW
$1,297
$1,297
Prologis Inc.
3,316 sh
-31,234 sh
-90%
$380
-$3,252
Wyndham Hotels & Resorts Inc.
0 sh
-1,505,781 sh
-100%
$0
-$122,284
DR Horton Inc.
0 sh
-744,637 sh
-100%
$0
-$95,999
Toll Brothers Inc
0 sh
-641,844 sh
-100%
$0
-$73,254
Jones Lang LaSalle Inc.
0 sh
-200,837 sh
-100%
$0
-$51,370
Red Rock Resorts Inc.
0 sh
-902,644 sh
-100%
$0
-$46,965
Simon Property Group Inc.
0 sh
-208,500 sh
-100%
$0
-$33,518
INTERNATIONAL GAME TECHNOLOG SHS USD

Call options for 0 sh
-2,000,000 sh
-100%
$0
-$31,620
Kilroy Realty Corp.
0 sh
-785,140 sh
-100%
$0
-$26,938
Apartment Investment And Management
0 sh
-1,697,757 sh
-100%
$0
-$14,686
Paramount Group Inc.
0 sh
-2,282,871 sh
-100%
$0
-$13,926
DigitalBridge Group Inc.
0 sh
-1,328,167 sh
-100%
$0
-$13,747
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All data provided without any warranty because SEC XML files are imported via an automated process. Check original SEC filings before making any investment decision.