Long Pond Capital, LP 13F Holdings

CIK 0001499066 · NEW YORK, NY

As of Sep 30, 2025, Long Pond Capital, LP reported 28 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CAMDEN PROPERTY TRUSTCPTReal Estate1,945,698$207.8M15.05%
INDEPENDENCE REALTY TRUST INCIRTReal Estate12,301,684$201.6M14.60%
James Hardie Industries Plc - US ADR——7,247,811 39.2M10.09%
NATIONAL STORAGE AFFILIATES TRUSTNSAReal Estate3,846,289 16.2M8.42%
AMERICOLD REALTY TRUSTCOLDReal Estate7,756,293$94.9M6.88%
TAYLOR MORRISON HOME CORPTMHCConsumer Cyclical1,379,577$91.1M6.60%
JBG SMITH PROPERTIESJBGSReal Estate3,228,894$71.8M5.20%
TPG RE FINANCE TRUST INCTRTXReal Estate6,898,626$59.1M4.28%
AMERICAN HOMES 4 RENTAMHReal Estate1,563,780$52.0M3.77%
SUMMIT HOTEL PROPERTIES INCINNReal Estate9,400,000$51.6M3.74%
HYATT HOTELS CORPHConsumer Cyclical317,589$45.1M3.27%
LXP INDUSTRIAL TRUSTLXPReal Estate3,800,000$34.0M2.47%
M/I HOMES INCMHOConsumer Cyclical227,597$32.9M2.38%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical648,021$27.1M1.96%
CAESARS ENTERTAINMENT INCCZRConsumer Cyclical959,175$25.9M1.88%
EQUITY LIFESTYLE PROPERTIES INCELSReal Estate354,911$21.5M1.56%
KKR REAL ESTATE FINANCE TRUST INCKREFReal Estate2,321,672$20.9M1.51%
NEXPOINT RESIDENTIAL TRUST INCNXRTReal Estate544,089 7.5M1.27%
CENTERSPACECSRReal Estate213,463 2.6M0.91%
COMPASS INCCOMPTechnology1,550,000 2.4M0.90%
PLYMOUTH INDUSTRIAL REIT INCPLYMReal Estate492,468 1.0M0.80%
MID AMERICA APARTMENT COMMUNITIES INCMAAReal Estate67,543$9.4M0.68%
SMARTRENT INCSMRTTechnology6,066,093$8.6M0.62%
SIX FLAGS ENTERTAINMENT CORPORATIONFUNConsumer Cyclical290,000$6.6M0.48%
SUNSTONE HOTEL INVESTORS INCSHOReal Estate485,237$4.5M0.33%