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Long Pond Capital 13F filings

Manager(s):

Holdings as of 2025-03-31

Filed on 2025-05-14 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Hyatt Hotels Corp
1,566,714 sh
1,566,714 sh
NEW
$191,922
$191,922
Toll Brothers Inc
1,116,300 sh
1,116,300 sh
NEW
$117,870
$117,870
DR Horton Inc.
829,067 sh
-305,013 sh
-27%
$105,399
-$110,949
Hilton Worldwide Holdings Inc
355,961 sh
227,340 sh
177%
$80,999
$51,352
Meritage Homes Corp.
1,125,995 sh
1,028,739 sh
1058%
$79,811
$59,867
SIX FLAGS ENTERTAINMENT CORP. COM
2,124,559 sh
676,176 sh
47%
$75,783
$17,399
Hilton Grand Vacations Inc
1,829,495 sh
-841,248 sh
-31%
$68,441
-$28,560
Kite Realty Group Trust
2,709,697 sh
2,347,197 sh
648%
$60,616
$50,988
TPG RE FIN TR INC COM
7,303,626 sh
3,938,800 sh
117%
$59,525
$30,823
JBG SMITH Properties
3,603,883 sh
-2,805,785 sh
-44%
$58,059
-$53,982
Red Rock Resorts Inc.
1,213,291 sh
605,458 sh
100%
$52,620
$19,530
INTERNATIONAL GAME TECHNOLOG SHS USD
3,223,980 sh
568,016 sh
21%
$52,422
-$4,150
Paramount Group Inc.
11,737,433 sh
2,800,493 sh
31%
$50,471
$6,501
PLAYA HOTELS & RESORTS NV SHS
3,757,576 sh
-3,075,885 sh
-45%
$50,088
-$2,871
CubeSmart
1,108,821 sh
1,108,821 sh
NEW
$47,358
$47,358
Wynn Resorts Ltd
539,200 sh
137,096 sh
34%
$45,023
$6,469
Camden Property Trust
330,330 sh
-688,771 sh
-68%
$40,399
-$85,491
Taylor Morrison Home Corp
671,970 sh
671,970 sh
NEW
$40,345
$40,345
INTERNATIONAL GAME TECHNOLOG SHS USD

Call options for 2,000,000 sh
2,000,000 sh
NEW
$32,520
$32,520
Kilroy Realty Corp.
738,200 sh
738,200 sh
NEW
$24,183
$24,183
VESTA REAL ESTATE CORPORATIO ADS
949,940 sh
-1,683,229 sh
-64%
$21,668
-$49,270
Wyndham Hotels & Resorts Inc.
233,153 sh
-39,210 sh
-14%
$21,103
-$179
Rexford Industrial Realty Inc.
528,584 sh
528,584 sh
NEW
$20,694
$20,694
Independence Realty Trust Inc.
827,812 sh
-7,670,231 sh
-90%
$17,574
-$156,636
Caesars Entertainment Inc.
681,189 sh
681,189 sh
NEW
$17,030
$17,030
MID-AMER APT CMNTYS INC
93,529 sh
-623,548 sh
-87%
$15,674
-$98,270
PulteGroup Inc
137,655 sh
137,655 sh
NEW
$14,151
$14,151
Sphere Entertainment Co.
416,312 sh
416,312 sh
NEW
$13,630
$13,630
SmartRent
10,066,093 sh
 
$12,180
Marriott Vacations Worldwide Corp
180,091 sh
180,091 sh
NEW
$11,569
$11,569
Golden Entertainment Inc
434,767 sh
434,767 sh
NEW
$11,474
$11,474
U HAUL HOLDING COMPANY SER N COM
188,407 sh
188,407 sh
NEW
$11,150
$11,150
Douglas Emmett Inc.
589,420 sh
589,420 sh
NEW
$9,431
$9,431
Vornado Realty Trust
178,753 sh
178,753 sh
NEW
$6,612
$6,612
Agree Realty Corp.
0 sh
-3,029,301 sh
-100%
$0
-$228,197
Lennar Corp
0 sh
-623,800 sh
-100%
$0
-$116,950
National Storage Affiliates Trust
0 sh
-2,065,015 sh
-100%
$0
-$99,534
National Retail Properties Inc.
0 sh
-1,793,072 sh
-100%
$0
-$86,946
Sun Communities Inc.
0 sh
-481,033 sh
-100%
$0
-$65,012
Americold Realty Trust
0 sh
-2,071,821 sh
-100%
$0
-$58,570
Starwood Property Trust Inc.
0 sh
-2,555,000 sh
-100%
$0
-$52,071
SAFEHOLD INC COM REIT
0 sh
-1,736,725 sh
-100%
$0
-$45,554
NETSTREIT Corp.
0 sh
-1,683,855 sh
-100%
$0
-$27,834
NET Lease Office Properties Closed-end REIT
0 sh
-861,601 sh
-100%
$0
-$26,382
Travel + Leisure Co.
0 sh
-519,010 sh
-100%
$0
-$23,916
UDR Inc.
0 sh
-409,721 sh
-100%
$0
-$18,577
NexPoint Residential Trust Inc.
0 sh
-284,886 sh
-100%
$0
-$12,538
Xenia Hotels & Resorts Inc.
0 sh
-623,762 sh
-100%
$0
-$9,213
FIVE POINT HOLDINGS LLC COM CL A
0 sh
-2,154,198 sh
-100%
$0
-$8,940
Boyd Gaming Corp
0 sh
-133,228 sh
-100%
$0
-$8,613
Forestar Group Inc
0 sh
-258,297 sh
-100%
$0
-$8,361
undefined
0 sh
-106,439 sh
-100%
$0
-$6,440
Chatham Lodging Trust
0 sh
-659,246 sh
-100%
$0
-$5,617
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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.