account_balance
Investment manager · 13F filer · SEC CIK 1499066
Long Pond Capital, LP
Reported value$954Mas of Jun 30, 2026
Positions30 10 new, 12 sold out
Top 10 weight69.3%SBAC alone is 17%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SBACSba Communications Corp
16.6%New
IRTIndependence Rlty Tr Inc
9.0%Trimmed −10%
JANJanus Living Inc
7.7%Trimmed −22%
HGVHilton Grand Vacations Inc
6.5%Added +144%
JBGSJBG Smith Pptys
6.2%Trimmed −9%
TRTXTPG Re Fin Tr Inc
6.2%
COMPCompass Inc
4.6%Added +195%
COLDAmericold Realty Trust Inc
4.4%Trimmed −40%
KREFKKR Real Estate Fin Tr Inc
4.2%
PRKSUnited Parks & Resorts Inc
3.9%Trimmed −54%
CHDNChurchill Downs Inc
3.7%New
WYNNWynn Resorts Ltd
3.1%Trimmed −42%
SBACSba Communications Corp
16.6%New
IRT9.0%JANJanus Living Inc
7.7%Trimmed −22%
HGVHilton Grand Vacations Inc
6.5%Added +144%
JBGSJBG Smith Pptys
6.2%Trimmed −9%
TRTX6.2%COMP4.6%COLD4.4%KREF4.2%PRKS3.9%CHDN3.7%WYNN3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SBAC Sba Communications Corp 16.6% NewIRT Independence Rlty Tr Inc 9.0% Trimmed −10%JAN Janus Living Inc 7.7% Trimmed −22%HGV Hilton Grand Vacations Inc 6.5% Added +144%JBGS JBG Smith Pptys 6.2% Trimmed −9%TRTX TPG Re Fin Tr Inc 6.2% HeldCOMP Compass Inc 4.6% Added +195%COLD Americold Realty Trust Inc 4.4% Trimmed −40%KREF KKR Real Estate Fin Tr Inc 4.2% HeldPRKS United Parks & Resorts Inc 3.9% Trimmed −54%CHDN Churchill Downs Inc 3.7% NewWYNN Wynn Resorts Ltd 3.1% Trimmed −42%
What changed