Universe · entity
Long Pond Capital, LP
Institutional manager (13F) · CIK 1499066
13F holdings · as of 2026-03-31 · top 32 · reported portfolio $978M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INDEPENDENCE RLTY TR INC | $85M | 5,727,238 |
| 2 | JANUS LIVING INC | $78M | 3,290,000 |
| 3 | JBG SMITH PPTYS | $64M | 4,414,269 |
| 4 | WYNDHAM HOTELS & RESORTS INC | $57M | 701,663 |
| 5 | TPG RE FIN TR INC | $55M | 7,029,102 |
| 6 | UNITED PARKS & RESORTS INC | $55M | 1,680,727 |
| 7 | WYNN RESORTS LTD | $54M | 529,057 |
| 8 | AMERICOLD REALTY TRUST INC | $52M | 4,498,210 |
| 9 | SUMMIT HOTEL PPTYS | $42M | 9,400,000 |
| 10 | HEALTHPEAK PROPERTIES INC | $41M | 2,490,700 |
| 11 | CAMDEN PPTY TR | $39M | 401,134 |
| 12 | KKR REAL ESTATE FIN TR INC | $35M | 5,733,513 |
| 13 | NORWEGIAN CRUISE LINE HLDGS | $32M | 1,730,000 |
| 14 | HYATT HOTELS CORP | $32M | 223,989 |
| 15 | AMERICAN HOMES 4 RENT | $31M | 1,111,773 |
| 16 | KILROY REALTY CORP | $29M | 1,039,178 |
| 17 | POOL CORP | $22M | 109,500 |
| 18 | JAMES HARDIE INDS PLC | $22M | 1,155,000 |
| 19 | HILTON GRAND VACATIONS INC | $19M | 485,394 |
| 20 | SMARTSTOP SELF STORAG REIT I | $19M | 613,458 |
| 21 | CUBESMART | $16M | 435,429 |
| 22 | LINEAGE INC | $13M | 410,971 |
| 23 | SIX FLAGS ENTERTAINMENT CORP | $13M | 750,424 |
| 24 | NEXPOINT RESIDENTIAL TR INC | $11M | 452,604 |
| 25 | CENTERSPACE | $11M | 190,000 |
| 26 | TAYLOR MORRISON HOME CORP | $10M | 174,364 |
| 27 | COMPASS INC | $9M | 1,216,711 |
| 28 | SMARTRENT INC | $8M | 5,610,150 |
| 29 | SAFEHOLD INC | $7M | 553,703 |
| 30 | M/I HOMES INC | $6M | 47,595 |
| 31 | MID-AMER APT CMNTYS INC | $5M | 40,503 |
| 32 | SL GREEN RLTY CORP | $5M | 129,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.