Long Pond Capital, LP
CIK 1499066
13F filing for Q2 2026・No. 2,513
- Holdings
- US$1.04B
- Quarter change
- −US$6.63M
- Entries
- 31
- Net bought (estimate)
- −US$143.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 12
- Cut 10
- Added 6
- Corporate actions 0
- Unchanged 4
Largest holdings
30 stocks worth US$953.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SBACSBA COMMUNICATIONS CORPCL A | New | 898,715 | US$158.59M | 16.63% |
| INDEPENDENCE RLTY TR INCCOM | Cut | 5,127,246 | US$85.57M | 8.97% |
| JANJANUS LIVING INCCL A-1 | Cut | 2,568,555 | US$73.82M | 7.74% |
| HGVHILTON GRAND VACATIONS INCCOM | Added | 1,186,119 | US$62.12M | 6.51% |
| JBG SMITH PPTYSCOM | Cut | 4,024,019 | US$59.03M | 6.19% |
| TPG RE FIN TR INCCOM | Unchanged | 7,029,102 | US$58.83M | 6.17% |
| COMPCOMPASS INCCL A | Added | 3,594,368 | US$44.32M | 4.65% |
| AMERICOLD REALTY TRUST INCCOM | Cut | 2,685,314 | US$42.21M | 4.43% |
| KKR REAL ESTATE FIN TR INCCOM | Added | 5,813,201 | US$39.76M | 4.17% |
| PRKSUNITED PARKS & RESORTS INCCOM | Cut | 776,909 | US$37.09M | 3.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.