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Long Pond Capital 13F filings

Manager(s):

Holdings as of 2025-06-30

Filed on 2025-08-13 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Hyatt Hotels Corp
921,222 sh
-645,492 sh
-41%
$128,649
-$63,273
Wyndham Hotels & Resorts Inc.
1,505,781 sh
1,272,628 sh
546%
$122,284
$101,181
INTERNATIONAL GAME TECHNOLOG SHS USD
7,566,764 sh
5,566,764 sh
278%
$119,631
$87,111
Camden Property Trust
1,022,742 sh
692,412 sh
210%
$115,253
$74,854
SIX FLAGS ENTERTAINMENT CORP. COM
3,296,660 sh
1,172,101 sh
55%
$100,317
$24,534
Independence Realty Trust Inc.
5,500,502 sh
4,672,690 sh
564%
$97,304
$79,730
DR Horton Inc.
744,637 sh
-84,430 sh
-10%
$95,999
-$9,400
Taylor Morrison Home Corp
1,561,586 sh
889,616 sh
132%
$95,913
$55,568
National Storage Affiliates Trust
2,498,789 sh
2,498,789 sh
NEW
$79,936
$79,936
Toll Brothers Inc
641,844 sh
-474,456 sh
-43%
$73,254
-$44,616
JBG SMITH Properties
3,834,033 sh
230,150 sh
6%
$66,329
$8,270
TPG RE FIN TR INC COM
7,303,626 sh
 
$56,384
Hilton Grand Vacations Inc
1,310,726 sh
-518,769 sh
-28%
$54,434
-$14,007
Jones Lang LaSalle Inc.
200,837 sh
200,837 sh
NEW
$51,370
$51,370
Summit Hotel Properties Inc.
9,400,000 sh
9,400,000 sh
NEW
$47,846
$47,846
Red Rock Resorts Inc.
902,644 sh
-310,647 sh
-26%
$46,965
-$5,655
Simon Property Group Inc.
208,500 sh
208,500 sh
NEW
$33,518
$33,518
INTERNATIONAL GAME TECHNOLOG SHS USD

Call options for 2,000,000 sh
2,000,000 sh
NEW
$31,620
$31,620
Kilroy Realty Corp.
785,140 sh
46,940 sh
6%
$26,938
$2,755
Meritage Homes Corp.
278,334 sh
-847,661 sh
-75%
$18,640
-$61,171
Apartment Investment And Management
1,697,757 sh
1,697,757 sh
NEW
$14,686
$14,686
MID-AMER APT CMNTYS INC
94,417 sh
888 sh
1%
$13,975
-$1,699
Paramount Group Inc.
2,282,871 sh
-9,454,562 sh
-81%
$13,926
-$36,545
DigitalBridge Group Inc.
1,328,167 sh
1,328,167 sh
NEW
$13,747
$13,747
M/I Homes Inc.
122,140 sh
122,140 sh
NEW
$13,694
$13,694
SmartRent
10,066,093 sh
 
$9,965
Prologis Inc.
34,550 sh
34,550 sh
NEW
$3,632
$3,632
Caesars Entertainment Inc.
90,773 sh
-590,416 sh
-87%
$2,577
-$14,453
Lexington Realty Trust
150,000 sh
150,000 sh
NEW
$1,239
$1,239
Hilton Worldwide Holdings Inc
0 sh
-355,961 sh
-100%
$0
-$80,999
Kite Realty Group Trust
0 sh
-2,709,697 sh
-100%
$0
-$60,616
PLAYA HOTELS & RESORTS NV SHS
0 sh
-3,757,576 sh
-100%
$0
-$50,088
CubeSmart
0 sh
-1,108,821 sh
-100%
$0
-$47,358
Wynn Resorts Ltd
0 sh
-539,200 sh
-100%
$0
-$45,023
VESTA REAL ESTATE CORPORATIO ADS
0 sh
-949,940 sh
-100%
$0
-$21,668
Rexford Industrial Realty Inc.
0 sh
-528,584 sh
-100%
$0
-$20,694
PulteGroup Inc
0 sh
-137,655 sh
-100%
$0
-$14,151
Sphere Entertainment Co.
0 sh
-416,312 sh
-100%
$0
-$13,630
Marriott Vacations Worldwide Corp
0 sh
-180,091 sh
-100%
$0
-$11,569
Golden Entertainment Inc
0 sh
-434,767 sh
-100%
$0
-$11,474
U HAUL HOLDING COMPANY SER N COM
0 sh
-188,407 sh
-100%
$0
-$11,150
Douglas Emmett Inc.
0 sh
-589,420 sh
-100%
$0
-$9,431
Vornado Realty Trust
0 sh
-178,753 sh
-100%
$0
-$6,612
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