Institutional Fund
Long Pond Capital, LP
New York, NYCIK 14990665 filings on record
Portfolio Value
$978.11M
Q1 2026
Holdings
32
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+14.9%
from $851.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Independence Rlty Tr Inc8.7%
- Janus Living Inc7.9%
- Jbg Smith Pptys6.6%
- Wyndham Hotels & Resorts Inc5.8%
- Tpg Re Fin Tr Inc5.6%
- United Parks & Resorts Inc5.6%
- Other59.7%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Independence Rlty Tr Inc | 5.73M | $85.28M | 8.7% | +4.73M | Added |
| 2 | Janus Living Inc | 3.29M | $77.55M | 7.9% | +3.29M | New |
| 3 | Jbg Smith Pptys | 4.41M | $64.49M | 6.6% | +266.9K | Added |
| 4 | Wyndham Hotels & Resorts Inc | 701.7K | $57.00M | 5.8% | +363.9K | Added |
| 5 | Tpg Re Fin Tr Inc | 7.03M | $54.90M | 5.6% | −3.5K | Reduced |
| 6 | United Parks & Resorts Inc | 1.68M | $54.89M | 5.6% | +825.7K | Added |
| 7 | Wynn Resorts Ltd | 529.1K | $53.73M | 5.5% | +529.1K | New |
| 8 | Americold Realty Trust Inc | 4.50M | $51.55M | 5.3% | −1.33M | Reduced |
| 9 | Summit Hotel Pptys Inc | 9.40M | $41.55M | 4.2% | 0 | Held |
| 10 | Healthpeak Properties Inc | 2.49M | $40.92M | 4.2% | +2.49M | New |
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