Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Long Pond Capital, LP (CIK 1499066) reported $1.05B across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IRT ($85.3M, 8.15%), ($77.5M, 7.41%), SBAC ($68.8M, 6.58%), JBGS ($64.5M, 6.16%), WH ($57.0M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IRT | INDEPENDENCE RLTY TR INC | $85.3M | 8.15% | 5.7M | Added |
| 2 | JANUS LIVING INC | $77.5M | 7.41% | 3.3M | New | |
| 3 | SBAC | SBA COMMUNICATIONS CORP | $68.8M | 6.58% | 400,000 | New |
| 4 | JBGS | JBG SMITH PPTYS | $64.5M | 6.16% | 4.4M | Added |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | $57.0M | 5.44% | 701,663 | Added |
| 6 | SEAS | UNITED PARKS & RESORTS INC | $54.9M | 5.24% | 1.7M | Added |
| 7 | TRTX | TPG RE FIN TR INC | $54.9M | 5.24% | 7.0M | Trimmed |
| 8 | WYNN | WYNN RESORTS LTD | $53.7M | 5.13% | 529,057 | New |
| 9 | COLD | AMERICOLD REALTY TRUST INC | $51.5M | 4.92% | 4.5M | Trimmed |
| 10 | INN | SUMMIT HOTEL PPTYS | $41.5M | 3.97% | 9.4M | Hold |
| 11 | PEAK | HEALTHPEAK PROPERTIES INC | $40.9M | 3.91% | 2.5M | New |
| 12 | CPT | CAMDEN PPTY TR | $39.2M | 3.74% | 401,134 | Added |
| 13 | KREF | KKR REAL ESTATE FIN TR INC | $35.1M | 3.35% | 5.7M | Added |
| 14 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $32.4M | 3.09% | 1.7M | New |
| 15 | H | HYATT HOTELS CORP | $32.2M | 3.08% | 223,989 | Added |
| 16 | AMH | AMERICAN HOMES 4 RENT | $31.0M | 2.96% | 1.1M | New |
| 17 | KRC | KILROY REALTY CORP | $29.3M | 2.80% | 1.0M | New |
| 18 | POOL | POOL CORP | $22.2M | 2.12% | 109,500 | New |
| 19 | JHX | JAMES HARDIE INDS PLC | $21.9M | 2.09% | 1.2M | New |
| 20 | HGV | HILTON GRAND VACATIONS INC | $19.0M | 1.81% | 485,394 | Trimmed |
| 21 | SMA | SMARTSTOP SELF STORAG REIT I | $18.6M | 1.77% | 613,458 | New |
| 22 | CUBE | CUBESMART | $16.0M | 1.52% | 435,429 | Added |
| 23 | LINE | LINEAGE INC | $13.5M | 1.29% | 410,971 | Added |
| 24 | FUN | SIX FLAGS ENTERTAINMENT CORP | $13.3M | 1.27% | 750,424 | New |
| 25 | NXRT | NEXPOINT RESIDENTIAL TR INC | $11.3M | 1.08% | 452,604 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31