Long Pond Capital, LP — 13F holdings

Long Pond Capital, LP reported 31 holdings worth $1.04B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SBAC SBA COMMUNICATIONS CORP NEW — $245M (23.6%)
2. IRT INDEPENDENCE RLTY TR INC — $85.6M (8.2%)
3. JAN Janus Living Inc — $73.8M (7.1%)
4. HGV HILTON GRAND VACATIONS INC — $62.1M (6.0%)
5. JBGS JBG SMITH PPTYS — $59.0M (5.7%)
6. TRTX TPG RE FIN TR INC — $58.8M (5.7%)
7. COMP COMPASS INC — $44.3M (4.3%)
8. COLD AMERICOLD REALTY TRUST INC — $42.2M (4.1%)
9. KREF KKR REAL ESTATE FIN TR INC — $39.8M (3.8%)
10. PRKS UNITED PARKS & RESORTS INC — $37.1M (3.6%)