Long Pond Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.05B
Q ending 2026-03-31
Prior quarter
$851.2M
Q ending 2025-12-31
Change
+23.0% QoQ · -31.9% YoY
Positions
33
reported holdings
Largest positions
All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Independence Rlty Tr Inc | IRT | Shares | $85.3M | 5.7M |
| Janus Living Inc | JAN | Shares | $77.5M | 3.3M |
| Sba Communications Corp | SBAC | Call | $68.8M | 400K |
| Jbg Smith Pptys | JBGS | Shares | $64.5M | 4.4M |
| Wyndham Hotels & Resorts Inc | WH | Shares | $57.0M | 702K |
| Tpg Re Fin Tr Inc | TRTX | Shares | $54.9M | 7.0M |
| United Parks & Resorts Inc | PRKS | Shares | $54.9M | 1.7M |
| Wynn Resorts Ltd | WYNN | Shares | $53.7M | 529K |
| Americold Realty Trust Inc | COLD | Shares | $51.5M | 4.5M |
| Summit Hotel Pptys | INN | Shares | $41.5M | 9.4M |
| Healthpeak Properties Inc | DOC | Shares | $40.9M | 2.5M |
| Camden Ppty Tr | CPT | Shares | $39.2M | 401K |
| Kkr Real Estate Fin Tr Inc | KREF | Shares | $35.1M | 5.7M |
| Norwegian Cruise Line Hldgs | Shares | $32.4M | 1.7M | |
| Hyatt Hotels Corp | H | Shares | $32.2M | 224K |
| American Homes 4 Rent | AMH | Shares | $31.0M | 1.1M |
| Kilroy Realty Corp | KRC | Shares | $29.3M | 1.0M |
| Pool Corp | POOL | Shares | $22.2M | 110K |
| James Hardie Inds Plc | Shares | $21.9M | 1.2M | |
| Hilton Grand Vacations Inc | HGV | Shares | $19.0M | 485K |
| Smartstop Self Storag Reit I | SMA | Shares | $18.6M | 613K |
| Cubesmart | CUBE | Shares | $16.0M | 435K |
| Lineage Inc | LINE | Shares | $13.5M | 411K |
| Six Flags Entertainment Corp | FUN | Shares | $13.3M | 750K |
| Nexpoint Residential Tr Inc | NXRT | Shares | $11.3M | 453K |
| Centerspace | CSR | Shares | $10.9M | 190K |
| Taylor Morrison Home Corp | TMHC | Shares | $10.2M | 174K |
| Compass Inc | COMP | Shares | $8.9M | 1.2M |
| Smartrent Inc | SMRT | Shares | $8.4M | 5.6M |
| Safehold Inc | SAFE | Shares | $7.5M | 554K |
| M/I Homes Inc | MHO | Shares | $5.8M | 48K |
| Mid-Amer Apt Cmntys Inc | MAA | Shares | $4.9M | 41K |
| Sl Green Rlty Corp | SLG | Shares | $4.8M | 130K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.