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Long Pond Capital Lp

Portfolio Manager
Long Pond Capital LP
Performance
-4.35% (2026 Q1)
AUM (13F)
$1.05B
# of Holdings
32
Performance Rank
Allocation (Top 20)
81.9%

Long Pond Capital Lp Holdings Map

Top 31 Long Pond Capital Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IRT
INDEPENDENCE RLTY TR INC
8.72%5.73M$85.3M
+472.39%(+4.73M)
2025-Q1: 827.8K shares2025-Q2: 5.50M shares2025-Q3: 12.30M shares2025-Q4: 1.00M shares2026-Q1: 5.73M shares
$16.48(-2.90%)
2026-03-31
JBGS
JBG SMITH PPTYS
6.59%4.41M$64.5M
+6.43%(+266.87K)
2025-Q1: 3.60M shares2025-Q2: 3.83M shares2025-Q3: 3.23M shares2025-Q4: 4.15M shares2026-Q1: 4.41M shares
$26.25(-45.82%)
2026-03-31
WH
WYNDHAM HOTELS & RESORTS INC
5.83%701.7K$57.0M
+107.72%(+363.86K)
2025-Q1: 233.2K shares2025-Q2: 1.51M shares2025-Q3: 0 shares2025-Q4: 337.8K shares2026-Q1: 701.7K shares
$80.45(-0.89%)
2026-03-31
TRTX
TPG RE FIN TR INC
5.61%7.03M$54.9M
-0.05%(-3.52K)
2025-Q1: 7.30M shares2025-Q2: 7.30M shares2025-Q3: 6.90M shares2025-Q4: 7.03M shares2026-Q1: 7.03M shares
$8.08(+0.21%)
2026-03-31
PRKS
UNITED PARKS & RESORTS INC
5.61%1.68M$54.9M
+96.58%(+825.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 855.0K shares2026-Q1: 1.68M shares
$39.32(-8.12%)
2026-03-31
WYNN
WYNN RESORTS LTD
5.49%529.1K$53.7Mnew2025-Q1: 539.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 529.1K shares
$91.90(+3.83%)
2026-03-31
COLD
AMERICOLD REALTY TRUST INC
5.27%4.50M$51.5M
-22.78%(-1.33M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 7.76M shares2025-Q4: 5.82M shares2026-Q1: 4.50M shares
$17.93(-20.48%)
2026-03-31
INN
SUMMIT HOTEL PPTYS
4.25%9.40M$41.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 9.40M shares2025-Q3: 9.40M shares2025-Q4: 9.40M shares2026-Q1: 9.40M shares
$5.25(-0.10%)
2026-03-31
DOC
HEALTHPEAK PROPERTIES INC
4.18%2.49M$40.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.49M shares
$21.57(-10.25%)
2026-03-31
CPT
CAMDEN PPTY TR
4.01%401.1K$39.2M
+647.28%(+347.45K)
2025-Q1: 330.3K shares2025-Q2: 1.02M shares2025-Q3: 1.95M shares2025-Q4: 53.7K shares2026-Q1: 401.1K shares
$105.01(-2.30%)
2026-03-31

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