Position in COLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,213,136
-$9,336,350 QoQ
Shares Held
2,685,314
-40.3% QoQ
Ownership
0.941%
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
#34
of 406 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Long Pond Capital, LP holds $56,670,403 across 2 REIT - Industrial names. COLD ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLD |
Americold Realty Trust
This page
|
2,685,314 | $42,213,136 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
444,839 | $14,457,267 |
All Filings in COLD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,213,136 | 2,685,314 | Shares | Sole | 2026-08-13 | |
| 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 filing history on record for this holder in this stock. | ||||||