Long Pond Capital, LP
Top Portfolio Positions
33 positions ·
$1,082,040,285 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IRT |
Independence Realty Trust, Inc.
Real Estate
|
5,727,238 | $85,278,573 | 7.88% | |
| JAN |
Janus Living, Inc.
Real Estate
|
3,290,000 | $77,545,300 | 7.17% | |
| KREF |
KKR Real Estate Finance Trust Inc.
Real Estate
|
11,467,026 | $70,178,198 | 6.49% | |
| SBAC |
Sba Communications Corp
Real Estate
|
400,000 | $68,844,000 | 6.36% | |
| JBGS |
JBG SMITH Properties
Real Estate
|
4,414,269 | $64,492,470 | 5.96% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
701,663 | $56,996,085 | 5.27% | |
| TRTX |
TPG RE Finance Trust, Inc.
Real Estate
|
7,029,102 | $54,897,286 | 5.07% | |
| PRKS |
United Parks & Resorts Inc.
Consumer Cyclical
|
1,680,727 | $54,892,543 | 5.07% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
529,057 | $53,725,738 | 4.97% | |
| COLD |
Americold Realty Trust
Real Estate
|
4,498,210 | $51,549,486 | 4.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in COLD
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,549,486 | 4,498,210 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $74,909,358 | 5,824,989 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $94,937,026 | 7,756,293 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $44,336,969 | 2,071,821 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $58,570,379 | 2,071,821 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $112,000,740 | 4,385,307 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $106,205,725 | 4,261,867 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $39,093,485 | 1,301,381 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $155,699,177 | 5,584,619 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $128,703,438 | 3,925,082 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||