StockDriftsStockDriftsTop 29 Long Pond Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | 16.63% | 898.7K | $158.6M | new | $173.15(+6.96%) | 2026-06-30 | |
| IRT | INDEPENDENCE RLTY TR INC | 8.97% | 5.13M | $85.6M | -10.48%(-599.99K) | $16.48(+3.35%) | 2026-06-30 | |
| HGV | HILTON GRAND VACATIONS INC | 6.51% | 1.19M | $62.1M | +144.36%(+700.73K) | $43.06(+6.68%) | 2026-06-30 | |
| JBGS | JBG SMITH PPTYS | 6.19% | 4.02M | $59.0M | -8.84%(-390.25K) | $26.25(-55.01%) | 2026-06-30 | |
| TRTX | TPG RE FIN TR INC | 6.17% | 7.03M | $58.8M | +0.00%(+0) | $8.08(-1.89%) | 2026-06-30 | |
| COMP | COMPASS INC | 4.65% | 3.59M | $44.3M | +195.42%(+2.38M) | $9.26(+35.26%) | 2026-06-30 | |
| COLD | AMERICOLD REALTY TRUST INC | 4.43% | 2.69M | $42.2M | -40.30%(-1.81M) | $17.93(-17.02%) | 2026-06-30 | |
| KREF | KKR REAL ESTATE FIN TR INC | 4.17% | 5.81M | $39.8M | +1.39%(+79.69K) | $7.62(-0.04%) | 2026-06-30 | |
| PRKS | UNITED PARKS & RESORTS INC | 3.89% | 776.9K | $37.1M | -53.78%(-903.82K) | $39.32(+14.26%) | 2026-06-30 | |
| CHDN | CHURCHILL DOWNS INC | 3.74% | 398.4K | $35.7M | new | $87.75(+3.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.08% | +33.41% | +4.58% | +25.07% |
| Top 20 Holdings Unweighted | +9.45% | +31.13% | +4.32% | +23.56% |
Long Pond Capital LP reports $1.04B in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are SBAC (16.6%), IRT (9.0%) and HGV (6.5%). The top 20 holdings account for 86.72% of reported assets. Its disclosed equity book has returned +33.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Pond Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1499066). View Long Pond Capital LP’s 13F filings on SEC