Long Pond Capital, LP
Top Portfolio Positions
33 positions ·
$1,046,951,186 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 | 8.15% | |
| JAN |
Janus Living, Inc.
Real Estate
|
3,290,000 | $77,545,300 | 7.41% | |
| SBAC |
Sba Communications Corp
Real Estate
|
400,000 | $68,844,000 | 6.58% | |
| JBGS |
JBG SMITH Properties
Real Estate
|
4,414,269 | $64,492,470 | 6.16% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
701,663 | $56,996,085 | 5.44% | |
| TRTX |
TPG RE Finance Trust, Inc.
Real Estate
|
7,029,102 | $54,897,286 | 5.24% | |
| PRKS |
United Parks & Resorts Inc.
Consumer Cyclical
|
1,680,727 | $54,892,543 | 5.24% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
529,057 | $53,725,738 | 5.13% | |
| COLD |
Americold Realty Trust
Real Estate
|
4,498,210 | $51,549,486 | 4.92% | |
| INN |
Summit Hotel Properties, Inc.
Real Estate
|
9,400,000 | $41,548,000 | 3.97% |
Portfolio Trend
24 quarters · across all stocks
Holdings in INN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,548,000 | 9,400,000 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $51,606,000 | 9,400,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,846,000 | 9,400,000 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $47,846,000 | 9,400,000 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||