Long Pond Capital
Multi-Strategy- Manager
- Long Pond Capital
- Quarter
- Q2 2026
- Filed
- 2026-08-13
- 13F value
- $953.9M
- Positions
- 30
- CIK
- 0001499066
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SBA Communications CorpSBACHISTORY | 16.63% | NEW | $158.6M | 898,715 | +898,715 | 0.85% | 13F |
| 2 | Independence Rlty TR IncIRTHISTORY | 8.97% | (10.5%) | $85.6M | 5,127,246 | (599,992) | 2.18% | 13F+13G |
| 3 | Janus Living IncJANHISTORY | 7.74% | (21.9%) | $73.8M | 2,568,555 | (721,445) | 1.32% | 13F |
| 4 | Hilton Grand Vacations IncHGVHISTORY | 6.51% | +144.4% | $62.1M | 1,186,119 | +700,725 | 1.53% | 13F |
| 5 | JBG Smith PptysJBGSHISTORY | 6.19% | (8.8%) | $59.0M | 4,024,019 | (390,250) | 7.01% | 13F13G (older) |
| 6 | TPG Re Fin TR IncTRTXHISTORY | 6.17% | — | $58.8M | 7,029,102 | — | — | 13F |
| 7 | Compass IncCOMPHISTORY | 4.65% | +195.4% | $44.3M | 3,594,368 | +2,377,657 | — | 13F |
| 8 | Americold Realty Trust IncCOLDHISTORY | 4.43% | (40.3%) | $42.2M | 2,685,314 | (1,812,896) | 0.94% | 13F |
| 9 | KKR Real Estate Fin TR IncKREFHISTORY | 4.17% | +1.4% | $39.8M | 5,813,201 | +79,688 | 8.92% | 13F13G (older) |
| 10 | United Parks & Resorts IncPRKSHISTORY | 3.89% | (53.8%) | $37.1M | 776,909 | (903,818) | 1.71% | 13F |
| 11 | Churchill Downs IncCHDNHISTORY | 3.74% | NEW | $35.7M | 398,419 | +398,419 | 0.57% | 13F |
| 12 | Wynn Resorts LTDWYNNHISTORY | 3.12% | (42.0%) | $29.8M | 306,689 | (222,368) | 0.30% | 13F |
| 13 | Pool CorpPOOLHISTORY | 2.98% | +20.9% | $28.5M | 132,400 | +22,900 | — | 13F |
| 14 | Ferguson Enterprises IncFERGHISTORY | 2.58% | NEW | $24.6M | 103,500 | +103,500 | 0.05% | 13F |
| 15 | Builders Firstsource IncBLDRHISTORY | 2.31% | NEW | $22.0M | 245,750 | +245,750 | 0.23% | 13F |
| 16 | Camden Ppty TRCPTHISTORY | 2.19% | (54.5%) | $20.9M | 182,538 | (218,596) | 0.18% | 13F |
| 17 | Six Flags Entertainment CorpFUNHISTORY | 2.19% | +30.5% | $20.9M | 979,395 | +228,971 | 0.96% | 13F |
| 18 | Equity Lifestyle PropertiesELSHISTORY | 2.07% | NEW | $19.7M | 306,244 | +306,244 | — | 13F |
| 19 | Smartstop Self Storag REIT ISMAHISTORY | 1.52% | (27.5%) | $14.5M | 444,839 | (168,619) | 0.80% | 13F |
| 20 | Nexpoint Residential TR IncNXRTHISTORY | 1.32% | — | $12.6M | 452,604 | — | 1.77% | 13F |
| 21 | Home Depot IncHDHISTORY | 1.09% | NEW | $10.4M | 29,500 | +29,500 | 0.00% | 13F |
| 22 | Lowes Cos IncLOWHISTORY | 1.02% | NEW | $9.8M | 44,250 | +44,250 | 0.01% | 13F |
| 23 | M/I Homes IncMHOHISTORY | 0.93% | +16.0% | $8.9M | 55,230 | +7,635 | 0.22% | 13F |
| 24 | Louisiana Pac CorpLPXHISTORY | 0.78% | NEW | $7.4M | 94,000 | +94,000 | 0.13% | 13F |
| 25 | Smartrent IncSMRTHISTORY | 0.70% | — | $6.7M | 5,610,150 | — | 2.91% | 13F+13G |
| 26 | Mid-Amer Apt Cmntys IncMAAHISTORY | 0.59% | — | $5.6M | 40,503 | — | 0.03% | 13F |
| 27 | Healthpeak Properties IncDOCHISTORY | 0.58% | (89.7%) | $5.5M | 257,116 | (2,233,584) | 0.04% | 13F |
| 28 | Alexandria Real Estate Eq InAREHISTORY | 0.53% | NEW | $5.0M | 94,786 | +94,786 | 0.05% | 13F |
| 29 | Wyndham Hotels & Resorts IncWHHISTORY | 0.26% | (95.7%) | $2.5M | 30,000 | (671,663) | 0.04% | 13F |
| 30 | Fortune Brands Innovations IFBINHISTORY | 0.17% | NEW | $1.6M | 30,000 | +30,000 | 0.03% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology