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 CPT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,174,746 | 401,134 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,908,984 | 53,679 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $207,761,632 | 1,945,698 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $115,252,795 | 1,022,742 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,399,359 | 330,330 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $132,810,100 | 1,144,520 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $125,889,546 | 1,019,101 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $110,705,842 | 1,014,626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $159,053,956 | 1,616,402 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $199,511,836 | 2,009,385 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $167,527,756 | 1,771,281 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $173,301,878 | 1,591,824 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $147,203,118 | 1,404,074 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $106,093,566 | 948,280 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $45,485,723 | 380,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,999,791 | 230,516 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $69,776,610 | 473,158 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $115,239,815 | 868,620 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $182,958,384 | 1,664,620 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $133,987,124 | 1,340,944 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $126,660,983 | 1,423,477 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $123,174,822 | 1,350,305 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,321,960 | 243,841 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||