Q1 2026 · 13F-HR
Long Pond Capital, LPholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001977
The Brief · Long Pond Capital, LP · Q1 2026
AI · grounded in 13F
Long Pond Capital, LP exited its position in National Storage Affiliates NSA, reducing exposure by $73.1M. The fund established new positions in Janus Living Inc JAN for $77.5M, SBA Communications Corp SBAC for $68.8M, and Wynn Resorts Ltd WYNN for $53.7M. Additionally, the fund closed positions in Prologis Inc. PLD and Gaming & Leisure PPTYS Inc GLPI, while increasing its share count in Camden PPTY TR CPT by 647.3%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45378A106 | IRT | INDEPENDENCE RLTY TR INC | $85.3M | 8.15% | 5,727,238 | Common | SOLE |
| 471024109 | JAN | JANUS LIVING INC | $77.5M | 7.41% | 3,290,000 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP | $68.8M | 6.58% | 400,000 | CALL | SOLE |
| 46590V100 | JBGS | JBG SMITH PPTYS | $64.5M | 6.16% | 4,414,269 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $57.0M | 5.44% | 701,663 | Common | SOLE |
| 87266M107 | TRTX | TPG RE FIN TR INC | $54.9M | 5.24% | 7,029,102 | Common | SOLE |
| 81282V100 | PRKS | UNITED PARKS & RESORTS INC | $54.9M | 5.24% | 1,680,727 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $53.7M | 5.13% | 529,057 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $51.5M | 4.92% | 4,498,210 | Common | SOLE |
| 866082100 | INN | SUMMIT HOTEL PPTYS | $41.5M | 3.97% | 9,400,000 | Common | SOLE |
| 42250P103 | DOC | HEALTHPEAK PROPERTIES INC | $40.9M | 3.91% | 2,490,700 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $39.2M | 3.74% | 401,134 | Common | SOLE |
| 48251K100 | KREF | KKR REAL ESTATE FIN TR INC | $35.1M | 3.35% | 5,733,513 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $32.4M | 3.09% | 1,730,000 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $32.2M | 3.08% | 223,989 | Common | SOLE |
| 02665T306 | AMH | AMERICAN HOMES 4 RENT | $31.0M | 2.96% | 1,111,773 | Common | SOLE |
| 49427F108 | KRC | KILROY REALTY CORP | $29.3M | 2.80% | 1,039,178 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $22.2M | 2.12% | 109,500 | Common | SOLE |
| G4253H101 | JHX | JAMES HARDIE INDS PLC | $21.9M | 2.09% | 1,155,000 | Common | SOLE |
| 43283X105 | HGV | HILTON GRAND VACATIONS INC | $19.0M | 1.81% | 485,394 | Common | SOLE |
| 83192D402 | SMA | SMARTSTOP SELF STORAG REIT I | $18.6M | 1.77% | 613,458 | Common | SOLE |
| 229663109 | CUBE | CUBESMART | $16.0M | 1.52% | 435,429 | Common | SOLE |
| 53566V106 | LINE | LINEAGE INC | $13.5M | 1.29% | 410,971 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $13.3M | 1.27% | 750,424 | Common | SOLE |
| 65341D102 | NXRT | NEXPOINT RESIDENTIAL TR INC | $11.3M | 1.08% | 452,604 | Common | SOLE |
| 15202L107 | CSR | CENTERSPACE | $10.9M | 1.04% | 190,000 | Common | SOLE |
| 87724P106 | TMHC | TAYLOR MORRISON HOME CORP | $10.2M | 0.97% | 174,364 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $8.9M | 0.85% | 1,216,711 | Common | SOLE |
| 83193G107 | SMRT | SMARTRENT INC | $8.4M | 0.80% | 5,610,150 | Common | SOLE |
| 78646V107 | SAFE | SAFEHOLD INC | $7.5M | 0.72% | 553,703 | Common | SOLE |
| 55305B101 | MHO | M/I HOMES INC | $5.8M | 0.56% | 47,595 | Common | SOLE |
| 59522J103 | MAA | MID-AMER APT CMNTYS INC | $4.9M | 0.47% | 40,503 | Common | SOLE |
| 78440X887 | SLG | SL GREEN RLTY CORP | $4.8M | 0.46% | 129,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.