Long Pond Capital, Lp Top Holdings and 13F Report (2026) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $1.04 billion in total holdings as of June 30, 2026.Long Pond Capital, Lp owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 37.32% of the portfolio was purchased this quarter.About 49.57% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 33 new stocks and bought additional shares in 7 stocks.Long Pond Capital, Lp sold shares of 10 stocks and completely divested from 12 stocks this quarter.Largest Holdings SBA Communications $245,052,649Independence Realty Trust $85,573,736JANUS LIVING INC $73,820,271Hilton Grand Vacations $62,117,052JBG SMITH Properties $59,032,359 Largest New Holdings this Quarter 171484108 - Churchill Downs $35,714,279 Holding31488V107 - FERGUSON ENTERPRISES INC $24,563,655 Holding12008R107 - Builders FirstSource $21,989,710 Holding29472R108 - Equity Lifestyle Properties $19,737,426 Holding437076102 - Home Depot $10,404,060 Holding Largest Purchases this Quarter SBA Communications 988,715 shares (about $174.47M)Hilton Grand Vacations 700,725 shares (about $36.70M)Churchill Downs 398,419 shares (about $35.71M)Compass 2,377,657 shares (about $29.32M)FERGUSON ENTERPRISES INC 103,500 shares (about $24.56M) Largest Sales this Quarter Wyndham Hotels & Resorts 671,663 shares (about $56.56M)HEALTHPEAK PROPERTIES INC 2,233,584 shares (about $47.80M)UNITED PARKS & RESORTS INC 903,818 shares (about $43.15M)Americold Realty Trust 1,812,896 shares (about $28.50M)Camden Property Trust 218,596 shares (about $25.03M) 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 PortfolioSectorSBACSBA Communications$245,052,649$174,468,649 â–²247.2%1,388,71523.6%Real EstateIRTIndependence Realty Trust$85,573,736$10,013,867 â–¼-10.5%5,127,2468.2%Real EstateJANUS LIVING INC$73,820,271$20,734,329 â–¼-21.9%2,568,5557.1%CL A-1HGVHilton Grand Vacations$62,117,052$36,696,968 â–²144.4%1,186,1196.0%Consumer DiscretionaryJBGSJBG SMITH Properties$59,032,359$5,724,968 â–¼-8.8%4,024,0195.7%Real EstateTRTXTPG RE Finance Trust$58,833,5840.0%7,029,1025.7%FinanceCOMPCompass$44,318,557$29,316,511 â–²195.4%3,594,3684.3%Real EstateCOLDAmericold Realty Trust$42,213,136$28,498,725 â–¼-40.3%2,685,3144.1%Real EstateKREFKKR Real Estate Finance Trust$39,762,295$545,066 â–²1.4%5,813,2013.8%FinanceUNITED PARKS & RESORTS INC$37,089,636$43,148,272 â–¼-53.8%776,9093.6%COMCHDNChurchill Downs$35,714,279$35,714,279 â–²New Holding398,4193.4%Consumer DiscretionaryWYNNWynn Resorts$29,776,435$21,589,709 â–¼-42.0%306,6892.9%Consumer DiscretionaryPOOLPool$28,452,760$4,921,210 â–²20.9%132,4002.7%Consumer DiscretionaryFERGUSON ENTERPRISES INC$24,563,655$24,563,655 â–²New Holding103,5002.4%COMMON STOCK NEWBLDRBuilders FirstSource$21,989,710$21,989,710 â–²New Holding245,7502.1%IndustrialsCPTCamden Property Trust$20,898,776$25,027,056 â–¼-54.5%182,5382.0%Real EstateSIX FLAGS ENTERTAINMENT CORP$20,861,114$4,877,082 â–²30.5%979,3952.0%COMELSEquity Lifestyle Properties$19,737,426$19,737,426 â–²New Holding306,2441.9%Real EstateSMARTSTOP SELF STORAG REIT I$14,457,268$5,480,118 â–¼-27.5%444,8391.4%COMMON STOCKNXRTNexPoint Residential Trust$12,636,7040.0%452,6041.2%Real EstateHDHome Depot$10,404,060$10,404,060 â–²New Holding29,5001.0%Consumer DiscretionaryLOWLowe's Companies$9,756,683$9,756,683 â–²New Holding44,2500.9%Consumer DiscretionaryMHOM/I Homes$8,880,432$1,227,632 â–²16.0%55,2300.9%Consumer DiscretionaryLPXLouisiana-Pacific$7,394,040$7,394,040 â–²New Holding94,0000.7%MaterialsSMRTSmartRent$6,676,0790.0%5,610,1500.6%TechnologyMAAMid-America Apartment Communities$5,627,4870.0%40,5030.5%Real EstateHEALTHPEAK PROPERTIES INC$5,502,282$47,798,694 â–¼-89.7%257,1160.5%COMAREAlexandria Real Estate Equities$5,009,440$5,009,440 â–²New Holding94,7860.5%Real EstateWHWyndham Hotels & Resorts$2,526,300$56,560,741 â–¼-95.7%30,0000.2%Consumer DiscretionaryFBINFortune Brands Innovations$1,647,000$1,647,000 â–²New Holding30,0000.2%IndustrialsINNSummit Hotel Properties$0$41,548,000 â–¼-100.0%00.0%Real EstateNCLHNorwegian Cruise Line$0$32,351,000 â–¼-100.0%00.0%Consumer DiscretionaryHHyatt Hotels$0$32,207,378 â–¼-100.0%00.0%Consumer DiscretionaryAMHAmerican Homes 4 Rent$0$31,040,702 â–¼-100.0%00.0%Real EstateKRCKilroy Realty$0$29,315,211 â–¼-100.0%00.0%Real EstateJAMES HARDIE INDS PLC$0$21,875,700 â–¼-100.0%00.0%ORD SHSCUBECubeSmart$0$15,958,473 â–¼-100.0%00.0%Real EstateLINEAGE INC$0$13,463,410 â–¼-100.0%00.0%COMCSRCenterspace$0$10,915,500 â–¼-100.0%00.0%Real EstateTMHCTaylor Morrison Home$0$10,154,959 â–¼-100.0%00.0%Consumer DiscretionarySAFESafehold$0$7,491,602 â–¼-100.0%00.0%Real EstateSLGSL Green Realty$0$4,783,730 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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