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Long Pond Capital, LP

Long Pond Capital, LP is an Investment Adviser institutional filer with the SEC under CIK 1499066, reporting 30 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in Long Pond Capital, LP's most recent 13F filing, ranked by reported market value.

  1. SBA COMMUNICATIONS CORP (SBAC)
  2. INDEPENDENCE RLTY TR INC (IRT)
  3. JANUS LIVING INC (JAN)
  4. HILTON GRAND VACATIONS INC (HGV)
  5. JBG SMITH PPTYS (JBGS)
  6. TPG RE FIN TR INC (TRTX)
  7. COMPASS INC (COMP)
  8. AMERICOLD REALTY TRUST INC (COLD)
  9. KKR REAL ESTATE FIN TR INC (KREF)
  10. UNITED PARKS & RESORTS INC (PRKS)
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