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 HGV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,988,613 | 485,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,757,939 | 732,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,093,758 | 648,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $54,434,450 | 1,310,726 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,441,407 | 1,829,495 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $53,955,682 | 1,385,255 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $97,001,385 | 2,670,743 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $48,553,195 | 1,200,920 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,830,839 | 377,692 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,605,266 | 786,592 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,785,210 | 1,370,644 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,391,006 | 580,788 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,987,083 | 337,319 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,685,890 | 458,897 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,849,731 | 785,945 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,079,534 | 533,992 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,562,840 | 606,861 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,528,401 | 547,465 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,405,693 | 996,546 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,949,025 | 1,110,148 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $66,770,027 | 1,781,009 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $53,305,815 | 1,700,345 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $41,566,520 | 1,981,245 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $50,411,590 | 2,578,598 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $74,708,009 | 4,737,350 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||