The Analysis of Long Pond Capital, LP's Holdings
Currently, Long Pond Capital, LP holds 28 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in JHX (+7.2M shares, valued at $139.2M), IRT (+6.8M shares, valued at $116.2M), CPT (+923.0K shares, valued at $98.6M); decreased their positions in H (-603.6K shares, valued at $85.7M), FUN (-3.0M shares, valued at $68.3M), HGV (-662.7K shares, valued at $27.7M); initiated new positions in JHX (+7.2M shares, valued at $139.2M), COLD (+7.8M shares, valued at $94.9M), AMH (+1.6M shares, valued at $52.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IRT 12.3M shares123.65%2025-09-302025-11-14
CPT CAMDEN PPTY TR1.9M shares90.24%2025-09-302025-11-14 JHX JAMES HARDIE INDS PLC7.2M sharesnew addition2025-09-302025-11-14 NSA 3.8M shares53.93%2025-09-302025-11-14 COLD AMERICOLD REALTY TRUST INC7.8M sharesnew addition2025-09-302025-11-14 TMHC TAYLOR MORRISON HOME CORP1.4M shares-11.66%2025-09-302025-11-14 JBGS JBG SMITH PPTYS3.2M shares-15.78%2025-09-302025-11-14 TRTX TPG RE FIN TR INC6.9M shares-5.55%2025-09-302025-11-14 AMH AMERICAN HOMES 4 RENT1.6M sharesnew addition2025-09-302025-11-14 INN SUMMIT HOTEL PPTYS INC9.4M shares0.00%2025-09-302025-11-14 H HYATT HOTELS CORP317.6K shares-65.53%2025-09-302025-11-14 LXP LXP INDUSTRIAL TRUST3.8M shares2433.33%2025-09-302025-11-14 MHO M/I HOMES INC227.6K shares86.34%2025-09-302025-11-14 HGV HILTON GRAND VACATIONS INC648.0K shares-50.56%2025-09-302025-11-14 CZR CAESARS ENTERTAINMENT INC NE959.2K shares956.67%2025-09-302025-11-14 ELS EQUITY LIFESTYLE PPTYS INC354.9K sharesnew addition2025-09-302025-11-14 KREF KKR REAL ESTATE FIN TR INC2.3M sharesnew addition2025-09-302025-11-14 NXRT NEXPOINT RESIDENTIAL TR INC544.1K sharesnew addition2025-09-302025-11-14 CSR CENTERSPACE213.5K sharesnew addition2025-09-302025-11-14 COMP COMPASS INC1.6M sharesnew addition2025-09-302025-11-14 PLYM PLYMOUTH INDL REIT INC492.5K sharesnew addition2025-09-302025-11-14 MAA MID-AMER APT CMNTYS INC67.5K shares-28.46%2025-09-302025-11-14 SMRT SMARTRENT INC6.1M shares-39.74%2025-09-302025-11-14 FUN SIX FLAGS ENTERTAINMENT CORP290.0K shares-91.20%2025-09-302025-11-14 SHO SUNSTONE HOTEL INVS INC NEW485.2K sharesnew addition2025-09-302025-11-14 MTH MERITAGE HOMES CORP46.5K shares-83.29%2025-09-302025-11-14 EQR EQUITY RESIDENTIAL20.0K sharesnew addition2025-09-302025-11-14 PLD PROLOGIS INC.3.3K shares-90.40%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available