Holders — by stockHoldings — by fund
Long Pond Capital, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001499066
$1.04B
disclosed book value
30
positions
15.2%
largest position share
Positions, as of 2026-06-30
top 31 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SBACSBA COMMUNICATIONS CORP | 898,715 | $158.6M | 15.2% |
| 2 | SBACSBA COMMUNICATIONS CORPCALL | 490,000 | $86.5M | 8.3% |
| 3 | IRTINDEPENDENCE RLTY TR INC | 5.1M | $85.6M | 8.2% |
| 4 | JANJANUS LIVING INC | 2.6M | $73.8M | 7.1% |
| 5 | HGVHILTON GRAND VACATIONS INC | 1.2M | $62.1M | 6% |
| 6 | JBGSJBG SMITH PPTYS | 4.0M | $59.0M | 5.7% |
| 7 | TRTXTPG RE FIN TR INC | 7.0M | $58.8M | 5.7% |
| 8 | COMPCOMPASS INC | 3.6M | $44.3M | 4.3% |
| 9 | COLDAMERICOLD REALTY TRUST INC | 2.7M | $42.2M | 4.1% |
| 10 | KREFKKR REAL ESTATE FIN TR INC | 5.8M | $39.8M | 3.8% |
| 11 | PRKSUNITED PARKS & RESORTS INC | 776,909 | $37.1M | 3.6% |
| 12 | CHDNCHURCHILL DOWNS INC | 398,419 | $35.7M | 3.4% |
| 13 | WYNNWYNN RESORTS LTD | 306,689 | $29.8M | 2.9% |
| 14 | POOLPOOL CORP | 132,400 | $28.5M | 2.7% |
| 15 | FERGFERGUSON ENTERPRISES INC | 103,500 | $24.6M | 2.4% |
| 16 | BLDRBUILDERS FIRSTSOURCE INC | 245,750 | $22.0M | 2.1% |
| 17 | CPTCAMDEN PPTY TR | 182,538 | $20.9M | 2% |
| 18 | FUNSIX FLAGS ENTERTAINMENT CORP | 979,395 | $20.9M | 2% |
| 19 | ELSEQUITY LIFESTYLE PROPERTIES | 306,244 | $19.7M | 1.9% |
| 20 | SMASMARTSTOP SELF STORAG REIT I | 444,839 | $14.5M | 1.4% |
| 21 | NXRTNEXPOINT RESIDENTIAL TR INC | 452,604 | $12.6M | 1.2% |
| 22 | HDHOME DEPOT INC | 29,500 | $10.4M | 1% |
| 23 | LOWLOWES COS INC | 44,250 | $9.8M | 0.9% |
| 24 | MHOM/I HOMES INC | 55,230 | $8.9M | 0.9% |
| 25 | LPXLOUISIANA PAC CORP | 94,000 | $7.4M | 0.7% |
| 26 | SMRTSMARTRENT INC | 5.6M | $6.7M | 0.6% |
| 27 | MAAMID-AMER APT CMNTYS INC | 40,503 | $5.6M | 0.5% |
| 28 | DOCHEALTHPEAK PROPERTIES INC | 257,116 | $5.5M | 0.5% |
| 29 | AREALEXANDRIA REAL ESTATE EQ IN | 94,786 | $5.0M | 0.5% |
| 30 | WHWYNDHAM HOTELS & RESORTS INC | 30,000 | $2.5M | 0.2% |
| 31 | FBINFORTUNE BRANDS INNOVATIONS I | 30,000 | $1.6M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.