Long Pond Capital
$954M 13F equity value
42 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Long Pond Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | 898,715 | $159M | 16.6% |
| IRT | INDEPENDENCE RLTY TR INC | 5,127,246 | $86M | 9.0% |
| JAN | JANUS LIVING INC | 2,568,555 | $74M | 7.7% |
| HGV | HILTON GRAND VACATIONS INC | 1,186,119 | $62M | 6.5% |
| JBGS | JBG SMITH PPTYS | 4,024,019 | $59M | 6.2% |
| TRTX | TPG RE FIN TR INC | 7,029,102 | $59M | 6.2% |
| COMP | COMPASS INC | 3,594,368 | $44M | 4.6% |
| COLD | AMERICOLD REALTY TRUST INC | 2,685,314 | $42M | 4.4% |
| KREF | KKR REAL ESTATE FIN TR INC | 5,813,201 | $40M | 4.2% |
| PRKS | UNITED PARKS & RESORTS INC | 776,909 | $37M | 3.9% |
Track Long Pond Capital's 13F portfolio: $954M in reported holdings, 42 positions. Top holdings and quarterly changes on SentiSense.
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