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Long Pond Capital 13F filings

Manager(s):

Holdings as of 2026-06-30

Filed on 2026-08-13 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
SBA Communications Corp.
898,715 sh
498,715 sh
125%
$158,587
$89,743
SBA Communications Corp.

Call options for 490,000 sh
490,000 sh
NEW
$86,465
$86,465
Independence Realty Trust Inc.
5,127,246 sh
-599,992 sh
-10%
$85,574
$295
JANUS LIVING INC CL A-1
2,568,555 sh
-721,445 sh
-22%
$73,820
-$3,725
Hilton Grand Vacations Inc
1,186,119 sh
700,725 sh
144%
$62,117
$43,128
JBG SMITH Properties
4,024,019 sh
-390,250 sh
-9%
$59,032
-$5,460
TPG RE FIN TR INC COM
7,029,102 sh
 
$58,834
Compass Inc.
3,594,368 sh
2,377,657 sh
195%
$44,319
$35,425
Americold Realty Trust
2,685,314 sh
-1,812,896 sh
-40%
$42,213
-$9,336
KKR REAL ESTATE FIN TRINC COM COM
5,813,201 sh
79,688 sh
1%
$39,762
$4,673
SeaWorld Entertainment Inc.
776,909 sh
-903,818 sh
-54%
$37,090
-$17,803
Churchill Downs Inc
398,419 sh
398,419 sh
NEW
$35,714
$35,714
Wynn Resorts Ltd
306,689 sh
-222,368 sh
-42%
$29,776
-$23,950
Pool Corp.
132,400 sh
22,900 sh
21%
$28,453
$6,298
FERGUSON PLC NEW COMMON STOCK NEW
103,500 sh
103,500 sh
NEW
$24,564
$24,564
Builders FirstSource Inc.
245,750 sh
245,750 sh
NEW
$21,990
$21,990
Camden Property Trust
182,538 sh
-218,596 sh
-54%
$20,899
-$18,276
SIX FLAGS ENTERTAINMENT CORP. COM
979,395 sh
228,971 sh
31%
$20,861
$7,541
Equity LifeStyle Properties Inc.
306,244 sh
306,244 sh
NEW
$19,737
$19,737
SMARTSTOP SELF STORAGE REIT INC COM
444,839 sh
-168,619 sh
-27%
$14,457
-$4,119
NexPoint Residential Trust Inc.
452,604 sh
 
$12,637
Home Depot Inc
29,500 sh
29,500 sh
NEW
$10,404
$10,404
Lowe's Cos. Inc.
44,250 sh
44,250 sh
NEW
$9,757
$9,757
M/I Homes Inc.
55,230 sh
7,635 sh
16%
$8,880
$3,052
Louisiana-Pacific Corp.
94,000 sh
94,000 sh
NEW
$7,394
$7,394
SmartRent
5,610,150 sh
 
$6,676
MID-AMER APT CMNTYS INC
40,503 sh
 
$5,627
Healthpeak Properties Inc.
257,116 sh
-2,233,584 sh
-90%
$5,502
-$35,420
Alexandria Real Estate Equities Re
94,786 sh
94,786 sh
NEW
$5,009
$5,009
Wyndham Hotels & Resorts Inc.
30,000 sh
-671,663 sh
-96%
$2,526
-$54,470
Fortune Brands Home & Security Inc.
30,000 sh
30,000 sh
NEW
$1,647
$1,647
Summit Hotel Properties Inc.
0 sh
-9,400,000 sh
-100%
$0
-$41,548
Norwegian Cruise Line Holdings Ltd
0 sh
-1,730,000 sh
-100%
$0
-$32,351
Hyatt Hotels Corp
0 sh
-223,989 sh
-100%
$0
-$32,207
American Homes 4 Rent
0 sh
-1,111,773 sh
-100%
$0
-$31,041
Kilroy Realty Corp.
0 sh
-1,039,178 sh
-100%
$0
-$29,315
JAMES HARDIE INDS PLC F SHS
0 sh
-1,155,000 sh
-100%
$0
-$21,876
CubeSmart
0 sh
-435,429 sh
-100%
$0
-$15,958
LINEAGE INC COM
0 sh
-410,971 sh
-100%
$0
-$13,463
Centerspace
0 sh
-190,000 sh
-100%
$0
-$10,916
Taylor Morrison Home Corp
0 sh
-174,364 sh
-100%
$0
-$10,155
SAFEHOLD INC COM REIT
0 sh
-553,703 sh
-100%
$0
-$7,492
SL Green Realty Corp.
0 sh
-129,500 sh
-100%
$0
-$4,784
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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.