Long Pond Capital, Lp Top Holdings and 13F Report (2025) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $1.55 billion in total holdings as of June 30, 2025.Long Pond Capital, Lp owns shares of 28 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 44.41% of the portfolio was purchased this quarter.About 47.00% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 33 new stocks and bought additional shares in 9 stocks.Long Pond Capital, Lp sold shares of 8 stocks and completely divested from 14 stocks this quarter.Largest Holdings International Game Technology $151,250,539Hyatt Hotels $128,648,652Wyndham Hotels & Resorts $122,284,475Camden Property Trust $115,252,796SIX FLAGS ENTERTAINMENT CORP $100,317,364 Largest New Holdings this Quarter 637870106 - National Storage Affiliates Trust $79,936,260 Holding48020Q107 - Jones Lang LaSalle $51,370,088 Holding866082100 - Summit Hotel Properties $47,846,000 Holding828806109 - Simon Property Group $33,518,460 Holding03748R747 - Apartment Investment and Management $14,685,598 Holding Largest Purchases this Quarter Wyndham Hotels & Resorts 1,272,628 shares (about $103.35M)Independence Realty Trust 4,672,690 shares (about $82.66M)National Storage Affiliates Trust 2,498,789 shares (about $79.94M)Camden Property Trust 692,412 shares (about $78.03M)International Game Technology 4,342,784 shares (about $68.66M) Largest Sales this Quarter Hyatt Hotels 645,492 shares (about $90.14M)Paramount Group 9,454,562 shares (about $57.67M)Meritage Homes 847,661 shares (about $56.77M)Toll Brothers 474,456 shares (about $54.15M)Hilton Grand Vacations 518,769 shares (about $21.54M) 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 PortfolioSectorIGTInternational Game Technology$151,250,539$68,659,415 ▲83.1%9,566,7649.8%Consumer DiscretionaryHHyatt Hotels$128,648,652$90,142,958 ▼-41.2%921,2228.3%Consumer DiscretionaryWHWyndham Hotels & Resorts$122,284,475$103,350,120 ▲545.8%1,505,7817.9%Consumer DiscretionaryCPTCamden Property Trust$115,252,796$78,027,908 ▲209.6%1,022,7427.4%FinanceSIX FLAGS ENTERTAINMENT CORP$100,317,364$35,667,034 ▲55.2%3,296,6606.5%COMIRTIndependence Realty Trust$97,303,880$82,659,886 ▲564.5%5,500,5026.3%FinanceDHID.R. Horton$95,998,602$10,884,716 ▼-10.2%744,6376.2%ConstructionTMHCTaylor Morrison Home$95,912,612$54,640,215 ▲132.4%1,561,5866.2%ConstructionNSANational Storage Affiliates Trust$79,936,260$79,936,260 ▲New Holding2,498,7895.2%FinanceTOLToll Brothers$73,253,656$54,149,663 ▼-42.5%641,8444.7%ConstructionJBGSJBG SMITH Properties$66,328,771$3,981,595 ▲6.4%3,834,0334.3%FinanceTRTXTPG RE Finance Trust$56,383,9930.0%7,303,6263.6%FinanceHGVHilton Grand Vacations$54,434,451$21,544,477 ▼-28.4%1,310,7263.5%Consumer DiscretionaryJLLJones Lang LaSalle$51,370,088$51,370,088 ▲New Holding200,8373.3%FinanceINNSummit Hotel Properties$47,846,000$47,846,000 ▲New Holding9,400,0003.1%FinanceRRRRed Rock Resorts$46,964,567$16,162,963 ▼-25.6%902,6443.0%Consumer DiscretionarySPGSimon Property Group$33,518,460$33,518,460 ▲New Holding208,5002.2%FinanceKRCKilroy Realty$26,938,153$1,610,511 ▲6.4%785,1401.7%FinanceMTHMeritage Homes$18,640,028$56,767,857 ▼-75.3%278,3341.2%ConstructionAIVApartment Investment and Management$14,685,598$14,685,598 ▲New Holding1,697,7570.9%FinanceMAAMid-America Apartment Communities$13,974,660$131,433 ▲0.9%94,4170.9%FinancePGREParamount Group$13,925,513$57,672,828 ▼-80.6%2,282,8710.9%FinanceDBRGDigitalBridge Group$13,746,528$13,746,528 ▲New Holding1,328,1670.9%FinanceMHOM/I Homes$13,694,337$13,694,337 ▲New Holding122,1400.9%ConstructionSMRTSmartRent$9,965,4320.0%10,066,0930.6%Business ServicesPLDPrologis$3,631,896$3,631,896 ▲New Holding34,5500.2%FinanceCZRCaesars Entertainment$2,577,045$16,761,907 ▼-86.7%90,7730.2%Consumer DiscretionaryLXPLXP Industrial Trust$1,239,000$1,239,000 ▲New Holding150,0000.1%FinanceHLTHilton Worldwide$0$80,998,926 ▼-100.0%00.0%Consumer DiscretionaryKRGKite Realty Group Trust$0$60,615,922 ▼-100.0%00.0%FinancePLYAPlaya Hotels & Resorts$0$50,088,488 ▼-100.0%00.0%Consumer DiscretionaryCUBECubeSmart$0$47,357,745 ▼-100.0%00.0%FinanceWYNNWynn Resorts$0$45,023,200 ▼-100.0%00.0%Consumer DiscretionaryVTMXCorporacion Inmobiliaria Vesta$0$21,668,131 ▼-100.0%00.0%FinanceREXRRexford Industrial Realty$0$20,694,064 ▼-100.0%00.0%FinancePHMPulteGroup$0$14,150,934 ▼-100.0%00.0%ConstructionMSGEMadison Square Garden Entertainment$0$13,630,055 ▼-100.0%00.0%Consumer DiscretionaryVACMarriott Vacations Worldwide$0$11,569,046 ▼-100.0%00.0%Consumer DiscretionaryGDENGolden Entertainment$0$11,473,501 ▼-100.0%00.0%Consumer DiscretionaryU HAUL HOLDING COMPANY$0$11,149,926 ▼-100.0%00.0%COM SER NDEIDouglas Emmett$0$9,430,720 ▼-100.0%00.0%FinanceVNOVornado Realty Trust$0$6,612,073 ▼-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. 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