Investor
Long Pond Capital, LP
CIK 0001499066 · filed 2026-05-14 · SEC filing
13F book
$1.05B
Positions
32
11 new · 9 sold
Largest name
8.1%
Independence Rlty Tr Inc
Est. mark
−$53.3M
Price effect on 21 names still held. Flow $180.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Independence Rlty Tr Inc | — | 5.73M | $85.3M | 8.1% | −$2.59M | Added$67.8M |
| Janus Living, Inc. | JAN | 3.29M | $77.5M | 7.4% | — | New |
| Jbg Smith Pptys | — | 4.41M | $64.5M | 6.2% | −$9.95M | Added−$6.05M |
| Wyndham Hotels & Resorts, Inc. | WH | 701.7K | $57M | 5.4% | $1.92M | Added$31.5M |
| Tpg Re Fin Tr Inc | — | 7.03M | $54.9M | 5.2% | −$5.62M | Cut−$5.65M |
| United Parks & Resorts Inc. | PRKS | 1.68M | $54.9M | 5.2% | −$3.11M | Added$23.9M |
| Wynn Resorts Ltd | WYNN | 529.1K | $53.7M | 5.1% | — | New |
| Americold Realty Trust | COLD | 4.5M | $51.5M | 4.9% | −$6.3M | Cut−$23.4M |
| Summit Hotel Pptys Inc | — | 9.4M | $41.5M | 4.0% | −$4.23M | Held |
| Healthpeak Properties, Inc. | DOC | 2.49M | $40.9M | 3.9% | — | New |
| Camden Ppty Tr | — | 401.1K | $39.2M | 3.7% | −$666.7K | Added$33.3M |
| Kkr Real Estate Fin Tr Inc | — | 5.73M | $35.1M | 3.4% | −$3.28M | Added$22.2M |
| Norwegian Cruise Line Hldg L | — | 1.73M | $32.4M | 3.1% | — | New |
| Hyatt Hotels Corp | H | 224K | $32.2M | 3.1% | −$3.36M | Added−$416K |
| American Homes 4 Rent | — | 1.11M | $31M | 3.0% | — | New |
| Kilroy Rlty Corp | KRC | 1.04M | $29.3M | 2.8% | — | New |
| Pool Corp | POOL | 109.5K | $22.2M | 2.1% | — | New |
| James Hardie Inds Plc | — | 1.16M | $21.9M | 2.1% | — | New |
| Hilton Grand Vacations Inc. | HGV | 485.4K | $19M | 1.8% | −$2.73M | Cut−$13.8M |
| Smartstop Self Storag Reit I | — | 613.5K | $18.6M | 1.8% | — | New |
| Cubesmart | CUBE | 435.4K | $16M | 1.5% | $208.2K | Added$3.45M |
| Lineage, Inc. | LINE | 411K | $13.5M | 1.3% | −$412.5K | Added$7.02M |
| Six Flags Entertainment Corp | — | 750.4K | $13.3M | 1.3% | — | New |
| Nexpoint Residential Tr Inc | — | 452.6K | $11.3M | 1.1% | −$2.31M | Cut−$14.1M |
| Centerspace | CSR | 190K | $10.9M | 1.0% | −$1.76M | Cut−$18.7M |
| Taylor Morrison Home Corp | — | 174.4K | $10.2M | 1.0% | — | New |
| Compass, Inc. | COMP | 1.22M | $8.89M | 0.9% | −$3.97M | Cut−$44M |
| SmartRent, Inc. | SMRT | 5.61M | $8.42M | 0.8% | −$2.92M | Held |
| Safehold Inc. | SAFE | 553.7K | $7.49M | 0.7% | −$88.6K | Cut−$5.44M |
| M/I Homes, Inc. | MHO | 47.6K | $5.83M | 0.6% | −$261.8K | Cut−$3.27M |
| Mid-Amer Apt Cmntys Inc | — | 40.5K | $4.95M | 0.5% | −$666.9K | Added−$571.7K |
| Sl Green Rlty Corp | — | 129.5K | $4.78M | 0.5% | −$1.16M | Cut−$1.56M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.