Holdings of Long Pond Capital, LP

Name: Holdings of Long Pond Capital, LP
Creator: Titelia

30 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 63 % of the equity sleeve

Sector breakdown

Titelia classification, company by company. The unattributed share stays visible.

The quoted currency of each line, as declared.

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	30	923.9M $	100.00 %

Rank	Company	Shares	Value
1	Independence Realty Trust Inc	5,727,238	85.3M $
2	Janus Living Inc	3,290,000	77.5M $
3	JBG SMITH Properties	4,414,269	64.5M $
4	Wyndham Hotels & Resorts Inc	701,663	57M $
5	TPG RE Finance Trust Inc	7,029,102	54.9M $
6	United Parks & Resorts Inc	1,680,727	54.9M $
7	Wynn Resorts Ltd	529,057	53.7M $
8	Americold Realty Trust Inc	4,498,210	51.5M $
9	Summit Hotel Properties Inc	9,400,000	41.5M $
10	Healthpeak Properties Inc	2,490,700	40.9M $
11	Camden Property Trust	401,134	39.2M $
12	KKR Real Estate Finance Trust Inc	5,733,513	35.1M $
13	Hyatt Hotels Corp	223,989	32.2M $
14	American Homes 4 Rent	1,111,773	31M $
15	Kilroy Realty Corp	1,039,178	29.3M $
16	Pool Corp	109,500	22.2M $
17	Hilton Grand Vacations Inc	485,394	19M $
18	Smartstop Self Storage REIT Inc	613,458	18.6M $
19	CubeSmart	435,429	16M $
20	Lineage Inc	410,971	13.5M $
21	Six Flags Entertainment Corp	750,424	13.3M $
22	NexPoint Residential Trust Inc	452,604	11.3M $
23	Centerspace	190,000	10.9M $
24	Taylor Morrison Home Corp	174,364	10.2M $
25	Compass Inc	1,216,711	8.9M $
26	SMARTRENT INC	5,610,150	8.4M $
27	Safehold Inc	553,703	7.5M $
28	M/I Homes Inc	47,595	5.8M $
29	Mid-America Apartment Communities, Inc.	40,503	4.9M $
30	SL Green Realty Corp	129,500	4.8M $