Institutional
Long Pond Capital, LP
CIK 0001499066
$1.05B
Reported AUM
33
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IRT | INDEPENDENCE RLTY TR INC | $16.89 | 1.20% | 4.47% | -1.77% | $85.3M | 8.15% | — | HELD |
| 2 | JAN | JANUS LIVING INC | $31.36 | -0.92% | 33.93% | 20.46% | $77.5M | 7.41% | — | HELD |
| 3 | SBAC | SBA COMMUNICATIONS CORP | $186.29 | 6.49% | -20.52% | -46.61% | $68.8M | 6.58% | — | HELD |
| 4 | JBGS | JBG SMITH PPTYS | $14.53 | 1.11% | -27.64% | -40.45% | $64.5M | 6.16% | — | HELD |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | $75.58 | -0.12% | -7.93% | 14.11% | $57.0M | 5.44% | — | HELD |
| 6 | TRTX | TPG RE FIN TR INC | $8.21 | -3.86% | 5.64% | 15.94% | $54.9M | 5.24% | — | HELD |
| 7 | PRKS | UNITED PARKS & RESORTS INC | $46.56 | -0.89% | 0.75% | -4.49% | $54.9M | 5.24% | — | HELD |
| 8 | WYNN | WYNN RESORTS LTD | $99.01 | -0.01% | -7.41% | 0.66% | $53.7M | 5.13% | — | HELD |
| 9 | COLD | AMERICOLD REALTY TRUST INC | $14.77 | 1.16% | 0.89% | -50.60% | $51.5M | 4.92% | — | HELD |
| 10 | INN | SUMMIT HOTEL PPTYS | $7.07 | 3.06% | 45.09% | -11.61% | $41.5M | 3.97% | — | HELD |
| 11 | DOC | HEALTHPEAK PROPERTIES INC | $22.48 | -1.49% | 43.45% | -17.81% | $40.9M | 3.91% | — | HELD |
| 12 | CPT | CAMDEN PPTY TR | $116.37 | 1.16% | 11.95% | -8.77% | $39.2M | 3.74% | — | HELD |
| 13 | KREF | KKR REAL ESTATE FIN TR INC | $7.24 | -1.23% | -9.56% | -40.80% | $35.1M | 3.35% | — | HELD |
| 14 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $20.75 | -2.21% | -15.31% | -19.70% | $32.4M | 3.09% | — | HELD |
| 15 | H | HYATT HOTELS CORP | $186.02 | -1.49% | 37.85% | 160.21% | $32.2M | 3.08% | — | HELD |
| 16 | AMH | AMERICAN HOMES 4 RENT | $33.71 | -0.21% | -0.79% | -8.39% | $31.0M | 2.96% | — | HELD |
| 17 | KRC | KILROY REALTY CORP | $39.43 | 1.99% | 12.37% | -22.30% | $29.3M | 2.80% | — | HELD |
| 18 | POOL | POOL CORP | $193.45 | 0.67% | -35.93% | -58.17% | $22.2M | 2.12% | — | HELD |
| 19 | JHX | JAMES HARDIE INDS PLC | $26.19 | -2.60% | 3.90% | -28.75% | $21.9M | 2.09% | — | HELD |
| 20 | HGV | HILTON GRAND VACATIONS INC | $51.42 | -2.50% | 18.85% | 21.02% | $19.0M | 1.81% | — | HELD |
| 21 | SMA | SMARTSTOP SELF STORAG REIT I | $34.92 | -1.33% | 5.90% | 1.61% | $18.6M | 1.77% | — | HELD |
| 22 | CUBE | CUBESMART | $42.43 | -0.16% | 12.61% | -0.48% | $16.0M | 1.52% | — | HELD |
| 23 | LINE | LINEAGE INC | $44.34 | 4.06% | 6.56% | -44.30% | $13.5M | 1.29% | — | HELD |
| 24 | FUN | SIX FLAGS ENTERTAINMENT CORP | $18.35 | -2.03% | -38.19% | -56.05% | $13.3M | 1.27% | — | HELD |
| 25 | NXRT | NEXPOINT RESIDENTIAL TR INC | $27.02 | 0.41% | -5.65% | -47.47% | $11.3M | 1.08% | — | HELD |
| 26 | CSR | CENTERSPACE | $56.63 | 1.11% | 10.02% | -29.76% | $10.9M | 1.04% | — | HELD |
| 27 | TMHC | TAYLOR MORRISON HOME CORP | — | — | 17.40% | 157.92% | $10.2M | 0.97% | — | HELD |
| 28 | COMP | COMPASS INC | $11.61 | -2.27% | 51.92% | -25.33% | $8.9M | 0.85% | — | HELD |
| 29 | SMRT | SMARTRENT INC | $1.00 | -0.50% | 4.69% | -92.28% | $8.4M | 0.80% | — | HELD |
| 30 | SAFE | SAFEHOLD INC | $16.35 | -1.80% | 21.80% | -84.67% | $7.5M | 0.72% | — | HELD |
| 31 | MHO | M/I HOMES INC | $154.48 | 1.54% | — | — | $5.8M | 0.56% | — | HELD |
| 32 | MAA | MID-AMER APT CMNTYS INC | $137.38 | 1.28% | — | — | $4.9M | 0.47% | — | HELD |
| 33 | SLG | SL GREEN RLTY CORP | $53.82 | 1.45% | — | — | $4.8M | 0.46% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001977. 13F discloses long positions only — shorts, foreign equities, and options are excluded.