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Long Pond Capital 13F filings

Manager(s):

Holdings as of 2024-09-30

Filed on 2024-11-13 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Agree Realty Corp.
3,029,301 sh
507,500 sh
20%
$228,197
$71,997
DR Horton Inc.
1,134,080 sh
974,080 sh
609%
$216,348
$193,799
Independence Realty Trust Inc.
8,498,043 sh
7,365 sh
0%
$174,210
$15,095
Camden Property Trust
1,019,101 sh
4,475 sh
0%
$125,890
$15,184
Lennar Corp
623,800 sh
623,800 sh
NEW
$116,950
$116,950
MID-AMER APT CMNTYS INC
717,077 sh
70,066 sh
11%
$113,944
$21,674
JBG SMITH Properties
6,409,668 sh
-483,049 sh
-7%
$112,041
$7,065
National Storage Affiliates Trust
2,065,015 sh
1,672,044 sh
425%
$99,534
$83,336
Hilton Grand Vacations Inc
2,670,743 sh
1,469,823 sh
122%
$97,001
$48,448
National Retail Properties Inc.
1,793,072 sh
-110,000 sh
-6%
$86,946
$5,875
VESTA REAL ESTATE CORPORATIO ADS
2,633,169 sh
1,005,735 sh
62%
$70,938
$22,131
Sun Communities Inc.
481,033 sh
481,033 sh
NEW
$65,012
$65,012
Americold Realty Trust
2,071,821 sh
-2,313,486 sh
-53%
$58,570
-$53,431
SIX FLAGS ENTERTAINMENT CORP. COM
1,448,383 sh
1,448,383 sh
NEW
$58,384
$58,384
INTERNATIONAL GAME TECHNOLOG SHS USD
2,655,964 sh
1,089,348 sh
70%
$56,572
$24,519
PLAYA HOTELS & RESORTS NV SHS
6,833,461 sh
2,842,185 sh
71%
$52,959
$19,472
Starwood Property Trust Inc.
2,555,000 sh
2,555,000 sh
NEW
$52,071
$52,071
SAFEHOLD INC COM REIT
1,736,725 sh
-925,854 sh
-35%
$45,554
-$5,807
Paramount Group Inc.
8,936,940 sh
1,435,579 sh
19%
$43,970
$9,239
Wynn Resorts Ltd
402,104 sh
402,104 sh
NEW
$38,554
$38,554
Red Rock Resorts Inc.
607,833 sh
207,553 sh
52%
$33,090
$11,103
Hilton Worldwide Holdings Inc
128,621 sh
128,621 sh
NEW
$29,647
$29,647
TPG RE FIN TR INC COM
3,364,826 sh
511,932 sh
18%
$28,702
$4,053
NETSTREIT Corp.
1,683,855 sh
-3,298,205 sh
-66%
$27,834
-$52,377
NET Lease Office Properties Closed-end REIT
861,601 sh
 
$26,382
Travel + Leisure Co.
519,010 sh
519,010 sh
NEW
$23,916
$23,916
Wyndham Hotels & Resorts Inc.
272,363 sh
272,363 sh
NEW
$21,282
$21,282
Meritage Homes Corp.
97,256 sh
97,256 sh
NEW
$19,944
$19,944
UDR Inc.
409,721 sh
409,721 sh
NEW
$18,577
$18,577
SmartRent
10,066,093 sh
750,000 sh
8%
$17,414
-$4,851
NexPoint Residential Trust Inc.
284,886 sh
-329,459 sh
-54%
$12,538
-$11,735
Kite Realty Group Trust
362,500 sh
 
$9,628
Xenia Hotels & Resorts Inc.
623,762 sh
623,762 sh
NEW
$9,213
$9,213
FIVE POINT HOLDINGS LLC COM CL A
2,154,198 sh
-229,483 sh
-10%
$8,940
$1,956
Boyd Gaming Corp
133,228 sh
-237,728 sh
-64%
$8,613
-$11,827
Forestar Group Inc
258,297 sh
258,297 sh
NEW
$8,361
$8,361
undefined
106,439 sh
-5,464,866 sh
-98%
$6,440
-$74,344
Chatham Lodging Trust
659,246 sh
 
$5,617
SBA Communications Corp.
0 sh
-426,322 sh
-100%
$0
-$83,687
SILA REALTY TRUST INC COMMON STOCK
0 sh
-2,360,956 sh
-100%
$0
-$49,981
Rexford Industrial Realty Inc.
0 sh
-1,053,505 sh
-100%
$0
-$46,976
Crown Castle International Corp.
0 sh
-334,030 sh
-100%
$0
-$32,635
CBRE Group Inc
0 sh
-336,000 sh
-100%
$0
-$29,941
CoStar Group Inc.
0 sh
-222,500 sh
-100%
$0
-$16,496
Sphere Entertainment Co.
0 sh
-362,466 sh
-100%
$0
-$12,407
SMITH DOUGLAS HOMES CORP COM SHS CL A
0 sh
-417,112 sh
-100%
$0
-$9,752
Everi Holdings Inc
0 sh
-530,093 sh
-100%
$0
-$4,453
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