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 |
|---|---|---|---|---|
| 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 DOC
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,922,201 | 2,490,700 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $86,885,084 | 4,286,388 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $116,299,122 | 5,786,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,893,010 | 5,320,574 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $44,482,585 | 1,232,546 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $80,464,319 | 2,963,695 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $128,419,623 | 4,659,638 | Shares | Sole | 2020-08-14 | |
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