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Long Pond Capital 13F filings

Manager(s):

Holdings as of 2026-03-31

Filed on 2026-05-14 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Independence Realty Trust Inc.
5,727,238 sh
4,726,660 sh
472%
$85,279
$67,789
JANUS LIVING INC CL A-1
3,290,000 sh
3,290,000 sh
NEW
$77,545
$77,545
SBA Communications Corp.

Call options for 400,000 sh
400,000 sh
NEW
$68,844
$68,844
JBG SMITH Properties
4,414,269 sh
266,870 sh
6%
$64,492
-$6,055
Wyndham Hotels & Resorts Inc.
701,663 sh
363,863 sh
108%
$56,996
$31,472
TPG RE FIN TR INC COM
7,029,102 sh
-3,524 sh
0%
$54,897
-$5,654
SeaWorld Entertainment Inc.
1,680,727 sh
825,727 sh
97%
$54,893
$23,856
Wynn Resorts Ltd
529,057 sh
529,057 sh
NEW
$53,726
$53,726
Americold Realty Trust
4,498,210 sh
-1,326,779 sh
-23%
$51,549
-$23,360
Summit Hotel Properties Inc.
9,400,000 sh
 
$41,548
Healthpeak Properties Inc.
2,490,700 sh
2,490,700 sh
NEW
$40,922
$40,922
Camden Property Trust
401,134 sh
347,455 sh
647%
$39,175
$33,266
KKR REAL ESTATE FIN TRINC COM COM
5,733,513 sh
4,170,425 sh
267%
$35,089
$22,240
Norwegian Cruise Line Holdings Ltd
1,730,000 sh
1,730,000 sh
NEW
$32,351
$32,351
Hyatt Hotels Corp
223,989 sh
20,500 sh
10%
$32,207
-$416
American Homes 4 Rent
1,111,773 sh
1,111,773 sh
NEW
$31,041
$31,041
Kilroy Realty Corp.
1,039,178 sh
1,039,178 sh
NEW
$29,315
$29,315
Pool Corp.
109,500 sh
109,500 sh
NEW
$22,155
$22,155
JAMES HARDIE INDS PLC F SHS
1,155,000 sh
1,155,000 sh
NEW
$21,876
$21,876
Hilton Grand Vacations Inc
485,394 sh
-246,627 sh
-34%
$18,989
-$13,769
SMARTSTOP SELF STORAGE REIT INC COM
613,458 sh
613,458 sh
NEW
$18,576
$18,576
CubeSmart
435,429 sh
88,501 sh
26%
$15,958
$3,451
LINEAGE INC COM
410,971 sh
226,813 sh
123%
$13,463
$7,017
SIX FLAGS ENTERTAINMENT CORP. COM
750,424 sh
750,424 sh
NEW
$13,320
$13,320
NexPoint Residential Trust Inc.
452,604 sh
-390,266 sh
-46%
$11,315
-$14,055
Centerspace
190,000 sh
-254,101 sh
-57%
$10,916
-$18,714
Taylor Morrison Home Corp
174,364 sh
174,364 sh
NEW
$10,155
$10,155
Compass Inc.
1,216,711 sh
-3,783,289 sh
-76%
$8,894
-$43,956
SmartRent
5,610,150 sh
 
$8,415
SAFEHOLD INC COM REIT
553,703 sh
-391,236 sh
-41%
$7,492
-$5,444
M/I Homes Inc.
47,595 sh
-23,501 sh
-33%
$5,828
-$3,269
MID-AMER APT CMNTYS INC
40,503 sh
780 sh
2%
$4,946
-$572
SL Green Realty Corp.
129,500 sh
-8,730 sh
-6%
$4,784
-$1,557
National Storage Affiliates Trust
0 sh
-2,591,313 sh
-100%
$0
-$73,101
Prologis Inc.
0 sh
-350,000 sh
-100%
$0
-$44,681
Gaming and Leisure Properties Inc.
0 sh
-993,810 sh
-100%
$0
-$44,413
Caesars Entertainment Inc.
0 sh
-1,479,336 sh
-100%
$0
-$34,602
AvalonBay Communities Inc.
0 sh
-140,000 sh
-100%
$0
-$25,383
Alexandria Real Estate Equities Re
0 sh
-479,200 sh
-100%
$0
-$23,452
Trex Co. Inc.
0 sh
-484,286 sh
-100%
$0
-$16,989
Sunstone Hotel Investors Inc.
0 sh
-485,237 sh
-100%
$0
-$4,338
Veris Residential, Inc
0 sh
-150,000 sh
-100%
$0
-$2,232
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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.