Long Pond Capital, LP

CIK

1499066

City

New York

State / Country

NY

Stock

KRC — Kilroy Realty Corp

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 KRC

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,315,211	1,039,178	+32.4%	Shares	Sole	2026-05-14
2025-06-30	$26,938,153	785,140	+6.4%	Shares	Sole	2025-08-13
2025-03-31	$24,183,432	738,200	-40.4%	Shares	Sole	2025-05-14
2022-12-31	$47,878,989	1,238,143	-50.3%	Shares	Sole	2023-02-14
2022-09-30	$105,007,643	2,493,651	+158.9%	Shares	Sole	2022-11-14
2022-06-30	$50,394,156	963,007	+41.3%	Shares	Sole	2022-08-12
2021-09-30	$45,114,368	681,383	+5.5%	Shares	Sole	2021-11-15
2021-06-30	$44,983,331	645,941	-36.4%	Shares	Sole	2021-08-16
2020-09-30	$52,792,762	1,016,027	+3.6%	Shares	Sole	2020-11-13
2020-06-30	$57,549,773	980,405	+15.7%	Shares	Sole	2020-08-14
2020-03-31	$53,973,774	847,312	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.