Long Pond Capital, LP 13F holdings
Long Pond Capital, LP reported 30 positions with a total reported value of $953.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: SBAC SBA COMMUNICATIONS CORP (16.6%), INDEPENDENCE RLTY TR INC (9.0%), JAN JANUS LIVING INC (7.7%), HGV HILTON GRAND VACATIONS INC (6.5%), JBGS JBG SMITH PPTYS (6.2%). Against 2026-03-31 it opened 10 new positions and exited 12. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 30 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SBAC SBA COMMUNICATIONS CORP | 898,715 | $158.6M | 16.6% |
| INDEPENDENCE RLTY TR INC | 5,127,246 | $85.6M | 9.0% |
| JAN JANUS LIVING INC | 2,568,555 | $73.8M | 7.7% |
| HGV HILTON GRAND VACATIONS INC | 1,186,119 | $62.1M | 6.5% |
| JBGS JBG SMITH PPTYS | 4,024,019 | $59.0M | 6.2% |
| TRTX TPG RE FIN TR INC | 7,029,102 | $58.8M | 6.2% |
| COMP COMPASS INC | 3,594,368 | $44.3M | 4.6% |
| COLD AMERICOLD REALTY TRUST INC | 2,685,314 | $42.2M | 4.4% |
| KREF KKR REAL ESTATE FIN TR INC | 5,813,201 | $39.8M | 4.2% |
| PRKS UNITED PARKS & RESORTS INC | 776,909 | $37.1M | 3.9% |
| CHDN CHURCHILL DOWNS INC | 398,419 | $35.7M | 3.7% |
| WYNN WYNN RESORTS LTD | 306,689 | $29.8M | 3.1% |
| POOL POOL CORP | 132,400 | $28.5M | 3.0% |
| FERG FERGUSON ENTERPRISES INC | 103,500 | $24.6M | 2.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 245,750 | $22.0M | 2.3% |
| CAMDEN PPTY TR | 182,538 | $20.9M | 2.2% |
| FUN SIX FLAGS ENTERTAINMENT CORP | 979,395 | $20.9M | 2.2% |
| ELS EQUITY LIFESTYLE PROPERTIES | 306,244 | $19.7M | 2.1% |
| SMA SMARTSTOP SELF STORAG REIT I | 444,839 | $14.5M | 1.5% |
| NXRT NEXPOINT RESIDENTIAL TR INC | 452,604 | $12.6M | 1.3% |
| HD HOME DEPOT INC | 29,500 | $10.4M | 1.1% |
| LOWES COS INC | 44,250 | $9.8M | 1.0% |
| MHO M/I HOMES INC | 55,230 | $8.9M | 0.9% |
| LPX LOUISIANA PAC CORP | 94,000 | $7.4M | 0.8% |
| SMRT SMARTRENT INC | 5,610,150 | $6.7M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 10 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SBAC SBA COMMUNICATIONS CORP | 898,715 | $158.6M | 16.6% |
| CHDN CHURCHILL DOWNS INC | 398,419 | $35.7M | 3.7% |
| FERG FERGUSON ENTERPRISES INC | 103,500 | $24.6M | 2.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 245,750 | $22.0M | 2.3% |
| ELS EQUITY LIFESTYLE PROPERTIES | 306,244 | $19.7M | 2.1% |
| HD HOME DEPOT INC | 29,500 | $10.4M | 1.1% |
| LOWES COS INC | 44,250 | $9.8M | 1.0% |
| LPX LOUISIANA PAC CORP | 94,000 | $7.4M | 0.8% |
| ARE ALEXANDRIA REAL ESTATE EQ IN | 94,786 | $5.0M | 0.5% |
| FBIN FORTUNE BRANDS INNOVATIONS I | 30,000 | $1.6M | 0.2% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 12 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| INN SUMMIT HOTEL PPTYS | 9,400,000 | $41.5M | 4.2% |
| NCLH NORWEGIAN CRUISE LINE HLDGS | 1,730,000 | $32.4M | 3.3% |
| H HYATT HOTELS CORP | 223,989 | $32.2M | 3.3% |
| AMH AMERICAN HOMES 4 RENT | 1,111,773 | $31.0M | 3.2% |
| KRC KILROY REALTY CORP | 1,039,178 | $29.3M | 3.0% |
| JHX JAMES HARDIE INDS PLC | 1,155,000 | $21.9M | 2.2% |
| CUBE CUBESMART | 435,429 | $16.0M | 1.6% |
| LINE LINEAGE INC | 410,971 | $13.5M | 1.4% |
| CSR CENTERSPACE | 190,000 | $10.9M | 1.1% |
| TMHC TAYLOR MORRISON HOME CORP | 174,364 | $10.2M | 1.0% |
| SAFE SAFEHOLD INC | 553,703 | $7.5M | 0.8% |
| SL GREEN RLTY CORP | 129,500 | $4.8M | 0.5% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HGV HILTON GRAND VACATIONS INC | 485,394 | 1,186,119 | +144.4% | $62.1M |
| COMP COMPASS INC | 1,216,711 | 3,594,368 | +195.4% | $44.3M |
| POOL POOL CORP | 109,500 | 132,400 | +20.9% | $28.5M |
| FUN SIX FLAGS ENTERTAINMENT CORP | 750,424 | 979,395 | +30.5% | $20.9M |
| MHO M/I HOMES INC | 47,595 | 55,230 | +16.0% | $8.9M |
| KREF KKR REAL ESTATE FIN TR INC | 5,733,513 | 5,813,201 | +1.4% | $39.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WH WYNDHAM HOTELS & RESORTS INC | 701,663 | 30,000 | -95.7% | $2.5M |
| DOC HEALTHPEAK PROPERTIES INC | 2,490,700 | 257,116 | -89.7% | $5.5M |
| PRKS UNITED PARKS & RESORTS INC | 1,680,727 | 776,909 | -53.8% | $37.1M |
| COLD AMERICOLD REALTY TRUST INC | 4,498,210 | 2,685,314 | -40.3% | $42.2M |
| CAMDEN PPTY TR | 401,134 | 182,538 | -54.5% | $20.9M |
| WYNN WYNN RESORTS LTD | 529,057 | 306,689 | -42.0% | $29.8M |
| JAN JANUS LIVING INC | 3,290,000 | 2,568,555 | -21.9% | $73.8M |
| INDEPENDENCE RLTY TR INC | 5,727,238 | 5,127,246 | -10.5% | $85.6M |
| JBGS JBG SMITH PPTYS | 4,414,269 | 4,024,019 | -8.8% | $59.0M |
| SMA SMARTSTOP SELF STORAG REIT I | 613,458 | 444,839 | -27.5% | $14.5M |
CIK 1499066 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
