Long Pond Capital, Lp Top Holdings and 13F Report (2026) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $1.05 billion in total holdings as of March 31, 2026.Long Pond Capital, Lp owns shares of 33 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 59.58% of the portfolio was purchased this quarter.About 33.87% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 30 new stocks and bought additional shares in 10 stocks.Long Pond Capital, Lp sold shares of 9 stocks and completely divested from 9 stocks this quarter.Largest Holdings Independence Realty Trust $85,278,574JANUS LIVING INC $77,545,300SBA Communications $68,844,000JBG SMITH Properties $64,492,470Wyndham Hotels & Resorts $56,996,085 Largest New Holdings this Quarter 471024109 - JANUS LIVING INC $77,545,300 Holding78410G104 - SBA Communications $68,844,000 Holding983134107 - Wynn Resorts $53,725,738 Holding42250P103 - HEALTHPEAK PROPERTIES INC $40,922,201 HoldingG66721104 - Norwegian Cruise Line $32,351,000 Holding Largest Purchases this Quarter JANUS LIVING INC 3,290,000 shares (about $77.55M)Independence Realty Trust 4,726,660 shares (about $70.38M)SBA Communications 400,000 shares (about $68.84M)Wynn Resorts 529,057 shares (about $53.73M)HEALTHPEAK PROPERTIES INC 2,490,700 shares (about $40.92M) Largest Sales this Quarter Compass 3,783,289 shares (about $27.66M)Americold Realty Trust 1,326,779 shares (about $15.20M)Centerspace 254,101 shares (about $14.60M)NexPoint Residential Trust 390,266 shares (about $9.76M)Hilton Grand Vacations 246,627 shares (about $9.65M) 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 PortfolioSectorIRTIndependence Realty Trust$85,278,574$70,379,968 â–²472.4%5,727,2388.1%FinanceJANUS LIVING INC$77,545,300$77,545,300 â–²New Holding3,290,0007.4%CL A-1SBACSBA Communications$68,844,000$68,844,000 â–²New Holding400,0006.6%FinanceJBGSJBG SMITH Properties$64,492,470$3,898,971 â–²6.4%4,414,2696.2%FinanceWHWyndham Hotels & Resorts$56,996,085$29,556,591 â–²107.7%701,6635.4%Consumer DiscretionaryTRTXTPG RE Finance Trust$54,897,287$27,522 â–¼-0.1%7,029,1025.2%FinanceUNITED PARKS & RESORTS INC$54,892,544$26,968,244 â–²96.6%1,680,7275.2%COMWYNNWynn Resorts$53,725,738$53,725,738 â–²New Holding529,0575.1%Consumer DiscretionaryCOLDAmericold Realty Trust$51,549,487$15,204,887 â–¼-22.8%4,498,2104.9%FinanceINNSummit Hotel Properties$41,548,0000.0%9,400,0004.0%FinanceHEALTHPEAK PROPERTIES INC$40,922,201$40,922,201 â–²New Holding2,490,7003.9%COMCPTCamden Property Trust$39,174,746$33,932,455 â–²647.3%401,1343.7%FinanceKREFKKR Real Estate Finance Trust$35,089,100$25,523,001 â–²266.8%5,733,5133.4%FinanceNCLHNorwegian Cruise Line$32,351,000$32,351,000 â–²New Holding1,730,0003.1%Consumer DiscretionaryHHyatt Hotels$32,207,378$2,947,695 â–²10.1%223,9893.1%Consumer DiscretionaryAMHAmerican Homes 4 Rent$31,040,702$31,040,702 â–²New Holding1,111,7733.0%FinanceKRCKilroy Realty$29,315,211$29,315,211 â–²New Holding1,039,1782.8%FinancePOOLPool$22,155,135$22,155,135 â–²New Holding109,5002.1%Consumer DiscretionaryJAMES HARDIE INDS PLC$21,875,700$21,875,700 â–²New Holding1,155,0002.1%ORD SHSHGVHilton Grand Vacations$18,988,613$9,648,048 â–¼-33.7%485,3941.8%Consumer DiscretionarySMARTSTOP SELF STORAG REIT I$18,575,508$18,575,508 â–²New Holding613,4581.8%COMMON STOCKCUBECubeSmart$15,958,473$3,243,562 â–²25.5%435,4291.5%FinanceLINEAGE INC$13,463,410$7,430,394 â–²123.2%410,9711.3%COMSIX FLAGS ENTERTAINMENT CORP$13,320,026$13,320,026 â–²New Holding750,4241.3%COMNXRTNexPoint Residential Trust$11,315,100$9,756,650 â–¼-46.3%452,6041.1%FinanceCSRCenterspace$10,915,500$14,598,102 â–¼-57.2%190,0001.0%FinanceTMHCTaylor Morrison Home$10,154,959$10,154,959 â–²New Holding174,3641.0%ConstructionCOMPCompass$8,894,157$27,655,841 â–¼-75.7%1,216,7110.8%Computer and TechnologySMRTSmartRent$8,415,2250.0%5,610,1500.8%Business ServicesSAFESafehold$7,491,602$5,293,423 â–¼-41.4%553,7030.7%FinanceMHOM/I Homes$5,828,008$2,877,698 â–¼-33.1%47,5950.6%ConstructionMAAMid-America Apartment Communities$4,946,226$95,254 â–²2.0%40,5030.5%FinanceSLGSL Green Realty$4,783,730$322,486 â–¼-6.3%129,5000.5%FinanceNSANational Storage Affiliates Trust$0$73,100,940 â–¼-100.0%00.0%FinancePLDPrologis$0$44,681,000 â–¼-100.0%00.0%FinanceGLPIGaming and Leisure Properties$0$44,413,369 â–¼-100.0%00.0%FinanceCZRCaesars Entertainment$0$34,601,669 â–¼-100.0%00.0%Consumer DiscretionaryAVBAvalonBay Communities$0$25,383,400 â–¼-100.0%00.0%FinanceAREAlexandria Real Estate Equities$0$23,452,048 â–¼-100.0%00.0%FinanceTREXTrex$0$16,988,753 â–¼-100.0%00.0%ConstructionSHOSunstone Hotel Investors$0$4,338,019 â–¼-100.0%00.0%FinanceVREVeris Residential$0$2,232,000 â–¼-100.0%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 Email Me a Login Link 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.
