Long Pond Capital, LP
Top Portfolio Positions
32 positions ·
$992,053,900 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 | 8.60% | |
| JAN |
Janus Living, Inc.
Real Estate
|
3,290,000 | $77,545,300 | 7.82% | |
| SBAC |
Sba Communications Corp
Real Estate
|
400,000 | $68,844,000 | 6.94% | |
| JBGS |
JBG SMITH Properties
Real Estate
|
4,414,269 | $64,492,470 | 6.50% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
701,663 | $56,996,085 | 5.75% | |
| PRKS |
United Parks & Resorts Inc.
Consumer Cyclical
|
1,680,727 | $54,892,543 | 5.53% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
529,057 | $53,725,738 | 5.42% | |
| COLD |
Americold Realty Trust
Real Estate
|
4,498,210 | $51,549,486 | 5.20% | |
| INN |
Summit Hotel Properties, Inc.
Real Estate
|
9,400,000 | $41,548,000 | 4.19% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
2,490,700 | $40,922,201 | 4.12% |
Portfolio Trend
Holdings in COMP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,894,157 | 1,216,711 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $52,850,000 | 5,000,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,446,500 | 1,550,000 | Shares | Sole | 2025-11-14 | |
| 2021-06-30 | $3,285,000 | 250,000 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||