Long Pond Capital, Lp Top Holdings and 13F Report (2025) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $1.54 billion in total holdings as of March 31, 2025.Long Pond Capital, Lp owns shares of 33 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 54.51% of the portfolio was purchased this quarter.About 80.71% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 26 new stocks and bought additional shares in 5 stocks.Long Pond Capital, Lp sold shares of 10 stocks and completely divested from 9 stocks this quarter.Largest Holdings Hyatt Hotels $191,922,465Toll Brothers $117,870,117D.R. Horton $105,399,288International Game Technology $84,941,915Hilton Worldwide $80,998,926 Largest New Holdings this Quarter 448579102 - Hyatt Hotels $191,922,465 Holding889478103 - Toll Brothers $117,870,117 Holding43300A203 - Hilton Worldwide $80,998,926 Holding83001C108 - SIX FLAGS ENTERTAINMENT CORP $75,783,020 Holding49803T300 - Kite Realty Group Trust $60,615,922 Holding Largest Purchases this Quarter Hyatt Hotels 1,566,714 shares (about $191.92M)Toll Brothers 1,116,300 shares (about $117.87M)Hilton Worldwide 355,961 shares (about $81.00M)SIX FLAGS ENTERTAINMENT CORP 2,124,559 shares (about $75.78M)Meritage Homes 963,438 shares (about $68.29M) Largest Sales this Quarter Independence Realty Trust 7,677,361 shares (about $162.99M)Camden Property Trust 814,190 shares (about $99.58M)Mid-America Apartment Communities 592,082 shares (about $99.22M)Playa Hotels & Resorts 4,183,868 shares (about $55.77M)JBG SMITH Properties 2,731,949 shares (about $44.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLong Pond Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHHyatt Hotels$191,922,465$191,922,465 ▲New Holding1,566,71412.5%Consumer DiscretionaryTOLToll Brothers$117,870,117$117,870,117 ▲New Holding1,116,3007.7%ConstructionDHID.R. Horton$105,399,288$43,218,734 ▼-29.1%829,0676.9%ConstructionIGTInternational Game Technology$84,941,915$1,966,013 ▲2.4%5,223,9805.5%Consumer DiscretionaryHLTHilton Worldwide$80,998,926$80,998,926 ▲New Holding355,9615.3%Consumer DiscretionaryMTHMeritage Homes$79,810,526$68,288,486 ▲592.7%1,125,9955.2%ConstructionSIX FLAGS ENTERTAINMENT CORP$75,783,020$75,783,020 ▲New Holding2,124,5594.9%COMHGVHilton Grand Vacations$68,441,408$16,619,018 ▲32.1%1,829,4954.5%Consumer DiscretionaryKRGKite Realty Group Trust$60,615,922$60,615,922 ▲New Holding2,709,6973.9%FinanceTRTXTPG RE Finance Trust$59,524,5520.0%7,303,6263.9%FinanceJBGSJBG SMITH Properties$58,058,555$44,011,698 ▼-43.1%3,603,8833.8%FinanceRRRRed Rock Resorts$52,620,431$11,313,585 ▼-17.7%1,213,2913.4%Consumer DiscretionaryPGREParamount Group$50,470,962$7,241,621 ▲16.8%11,737,4333.3%FinancePLYAPlaya Hotels & Resorts$50,088,488$55,770,960 ▼-52.7%3,757,5763.3%Consumer DiscretionaryCUBECubeSmart$47,357,745$47,357,745 ▲New Holding1,108,8213.1%FinanceWYNNWynn Resorts$45,023,200$18,595,200 ▼-29.2%539,2002.9%Consumer DiscretionaryCPTCamden Property Trust$40,399,359$99,575,437 ▼-71.1%330,3302.6%FinanceTMHCTaylor Morrison Home$40,345,079$40,345,079 ▲New Holding671,9702.6%ConstructionKRCKilroy Realty$24,183,432$24,183,432 ▲New Holding738,2001.6%FinanceVTMXCorporacion Inmobiliaria Vesta$21,668,131$39,078,753 ▼-64.3%949,9401.4%FinanceWHWyndham Hotels & Resorts$21,102,678$21,102,678 ▲New Holding233,1531.4%Consumer DiscretionaryREXRRexford Industrial Realty$20,694,064$38,643,674 ▼-65.1%528,5841.3%FinanceIRTIndependence Realty Trust$17,574,449$162,990,376 ▼-90.3%827,8121.1%FinanceCZRCaesars Entertainment$17,029,725$5,972,350 ▲54.0%681,1891.1%Consumer DiscretionaryMAAMid-America Apartment Communities$15,673,590$99,221,103 ▼-86.4%93,5291.0%FinancePHMPulteGroup$14,150,934$14,150,934 ▲New Holding137,6550.9%ConstructionMSGEMadison Square Garden Entertainment$13,630,055$13,630,055 ▲New Holding416,3120.9%Consumer DiscretionarySMRTSmartRent$12,179,9730.0%10,066,0930.8%Business ServicesVACMarriott Vacations Worldwide$11,569,046$11,569,046 ▲New Holding180,0910.8%Consumer DiscretionaryGDENGolden Entertainment$11,473,501$11,473,501 ▲New Holding434,7670.7%Consumer DiscretionaryU HAUL HOLDING COMPANY$11,149,926$11,149,926 ▲New Holding188,4070.7%COM SER NDEIDouglas Emmett$9,430,720$9,430,720 ▲New Holding589,4200.6%FinanceVNOVornado Realty Trust$6,612,073$6,612,073 ▲New Holding178,7530.4%FinanceADCAgree Realty$0$213,414,255 ▼-100.0%00.0%FinanceLENLennar$0$166,409,856 ▼-100.0%00.0%ConstructionPEAKHealthpeak Properties$0$86,885,085 ▼-100.0%00.0%FinanceNNNNNN REIT$0$60,615,068 ▼-100.0%00.0%FinanceCOLDAmericold Realty Trust$0$44,336,969 ▼-100.0%00.0%FinanceNET LEASE OFFICE PROPERTIES$0$26,890,567 ▼-100.0%00.0%COMSUISun Communities$0$15,247,542 ▼-100.0%00.0%FinanceSAFESafehold$0$14,145,793 ▼-100.0%00.0%FinanceFPHFive Point$0$737,712 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
