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
Holdings in TRTX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,897,286 | 7,029,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $60,550,909 | 7,032,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,052,238 | 6,898,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,383,992 | 7,303,626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $59,524,551 | 7,303,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $62,080,821 | 7,303,626 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,701,965 | 3,364,826 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,649,004 | 2,852,894 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,637,819 | 2,155,158 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||