Long Pond Capital, LP
33 holdingsFiling period: 2026-03-31Current AUM: $1.19Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IRT | INDEPENDENCE RLTY TR INC | 5.73M | $85.3M | $95.2M | 7.97% | +4.73M | 2026-03-31 |
| 2 | JAN | JANUS LIVING INC | 3.29M | $77.5M | $99.4M | 8.32% | -- | 2026-03-31 |
| 3 | SBAC | SBA COMMUNICATIONS CORP | 400.0K | $68.8M | $72.4M | 6.06% | -- | 2026-03-31 |
| 4 | JBGS | JBG SMITH PPTYS | 4.41M | $64.5M | $62.0M | 5.19% | +266.9K | 2026-03-31 |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | 701.7K | $57.0M | $52.5M | 4.40% | +363.9K | 2026-03-31 |
| 6 | TRTX | TPG RE FIN TR INC | 7.03M | $54.9M | $56.0M | 4.69% | -3,524 | 2026-03-31 |
| 7 | PRKS | UNITED PARKS & RESORTS INC | 1.68M | $54.9M | $75.0M | 6.28% | +825.7K | 2026-03-31 |
| 8 | WYNN | WYNN RESORTS LTD | 529.1K | $53.7M | $52.5M | 4.40% | -- | 2026-03-31 |
| 9 | COLD | AMERICOLD REALTY TRUST INC | 4.50M | $51.5M | $63.4M | 5.31% | -1,326,779 | 2026-03-31 |
| 10 | INN | SUMMIT HOTEL PPTYS | 9.40M | $41.5M | $64.7M | 5.41% | -- | 2026-03-31 |
| 11 | DOC | HEALTHPEAK PROPERTIES INC | 2.49M | $40.9M | $54.4M | 4.55% | -- | 2026-03-31 |
| 12 | CPT | CAMDEN PPTY TR | 401.1K | $39.2M | $44.4M | 3.72% | +347.5K | 2026-03-31 |
| 13 | KREF | KKR REAL ESTATE FIN TR INC | 5.73M | $35.1M | $39.9M | 3.34% | +4.17M | 2026-03-31 |
| 14 | — | NORWEGIAN CRUISE LINE HLDGS | 1.73M | $32.4M | $32.4M | 2.71% | -- | 2026-03-31 |
| 15 | H | HYATT HOTELS CORP | 224.0K | $32.2M | $39.0M | 3.26% | +20.5K | 2026-03-31 |
| 16 | AMH | AMERICAN HOMES 4 RENT | 1.11M | $31.0M | $37.2M | 3.11% | -- | 2026-03-31 |
| 17 | KRC | KILROY REALTY CORP | 1.04M | $29.3M | $40.3M | 3.38% | -- | 2026-03-31 |
| 18 | POOL | POOL CORP | 109.5K | $22.2M | $20.3M | 1.70% | -- | 2026-03-31 |
| 19 | — | JAMES HARDIE INDS PLC | 1.16M | $21.9M | $21.9M | 1.83% | -- | 2026-03-31 |
| 20 | HGV | HILTON GRAND VACATIONS INC | 485.4K | $19.0M | $22.4M | 1.87% | -246,627 | 2026-03-31 |
| 21 | SMA | SMARTSTOP SELF STORAG REIT I | 613.5K | $18.6M | $20.6M | 1.72% | -- | 2026-03-31 |
| 22 | CUBE | CUBESMART | 435.4K | $16.0M | $18.1M | 1.51% | +88.5K | 2026-03-31 |
| 23 | LINE | LINEAGE INC | 411.0K | $13.5M | $17.4M | 1.46% | +226.8K | 2026-03-31 |
| 24 | FUN | SIX FLAGS ENTERTAINMENT CORP | 750.4K | $13.3M | $13.0M | 1.09% | -- | 2026-03-31 |
| 25 | NXRT | NEXPOINT RESIDENTIAL TR INC | 452.6K | $11.3M | $11.8M | 0.99% | -390,266 | 2026-03-31 |
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