Long Pond Capital, LP: 13F holdings
CIK 14990662026Q2
| Positions | 30 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 30 (-3 vs prior quarter) |
|---|
| Reported value | $1.0bn (-0.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SBAC SBA COMMUNICATIONS CORP | 898,715 | $158.6m | 15.2% |
| IRT INDEPENDENCE RLTY TR INC | 5,127,246 | $85.6m | 8.2% |
| JAN JANUS LIVING INC | 2,568,555 | $73.8m | 7.1% |
| HGV HILTON GRAND VACATIONS INC | 1,186,119 | $62.1m | 6.0% |
| JBGS JBG SMITH PPTYS | 4,024,019 | $59.0m | 5.7% |
| TRTX TPG RE FIN TR INC | 7,029,102 | $58.8m | 5.7% |
| COMP COMPASS INC | 3,594,368 | $44.3m | 4.3% |
| COLD AMERICOLD REALTY TRUST INC | 2,685,314 | $42.2m | 4.1% |
| KREF KKR REAL ESTATE FIN TR INC | 5,813,201 | $39.8m | 3.8% |
| PRKS UNITED PARKS & RESORTS INC | 776,909 | $37.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1499066")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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