Long Pond Capital 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Long Pond Capital disclosed 32 US equity positions worth $978.1m in its Q1 2026 13F filing. The largest position was IRT at 8.7% of the reported book, followed by JAN and JBGS. Against the Q4 2025 filing, it opened 11 new positions, added to 10 and reduced 8 among the top 32 holdings.
What did Long Pond Capital own in Q1 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IRT INDEPENDENCE RLTY TR INC | Real Estate | 8.7% | $85.3m | 5,727,238 | 472% | added |
| 2 | JAN JANUS LIVING INC | 7.9% | $77.5m | 3,290,000 | – | new | |
| 3 | JBGS JBG SMITH PPTYS | Real Estate | 6.6% | $64.5m | 4,414,269 | 6% | added |
| 4 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 5.8% | $57.0m | 701,663 | 108% | added |
| 5 | TRTX TPG RE FIN TR INC | Real Estate | 5.6% | $54.9m | 7,029,102 | -0% | held |
| 6 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 5.6% | $54.9m | 1,680,727 | 97% | added |
| 7 | WYNN WYNN RESORTS LTD | Consumer Cyclical | 5.5% | $53.7m | 529,057 | – | new |
| 8 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 5.3% | $51.5m | 4,498,210 | -23% | reduced |
| 9 | INN SUMMIT HOTEL PPTYS | Real Estate | 4.2% | $41.5m | 9,400,000 | 0% | held |
| 10 | DOC HEALTHPEAK PROPERTIES INC | Real Estate | 4.2% | $40.9m | 2,490,700 | – | new |
| 11 | CPT CAMDEN PPTY TR | Real Estate | 4.0% | $39.2m | 401,134 | 647% | added |
| 12 | KKR REAL ESTATE FIN TR INC | 3.6% | $35.1m | 5,733,513 | 267% | added | |
| 13 | NCLH NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 3.3% | $32.4m | 1,730,000 | – | new |
| 14 | H HYATT HOTELS CORP | Consumer Cyclical | 3.3% | $32.2m | 223,989 | 10% | added |
| 15 | AMH AMERICAN HOMES 4 RENT | Real Estate | 3.2% | $31.0m | 1,111,773 | – | new |
| 16 | KRC KILROY REALTY CORP | Real Estate | 3.0% | $29.3m | 1,039,178 | – | new |
| 17 | POOL POOL CORP | Industrials | 2.3% | $22.2m | 109,500 | – | new |
| 18 | JAMES HARDIE INDS PLC | 2.2% | $21.9m | 1,155,000 | – | new | |
| 19 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 1.9% | $19.0m | 485,394 | -34% | reduced |
| 20 | SMARTSTOP SELF STORAG REIT I | 1.9% | $18.6m | 613,458 | – | new | |
| 21 | CUBE CUBESMART | Real Estate | 1.6% | $16.0m | 435,429 | 26% | added |
| 22 | LINE LINEAGE INC | 1.4% | $13.5m | 410,971 | 123% | added | |
| 23 | SIX FLAGS ENTERTAINMENT CORP | 1.4% | $13.3m | 750,424 | – | new | |
| 24 | NXRT NEXPOINT RESIDENTIAL TR INC | Real Estate | 1.2% | $11.3m | 452,604 | -46% | reduced |
| 25 | CSR CENTERSPACE | Real Estate | 1.1% | $10.9m | 190,000 | -57% | reduced |
| 26 | TMHC* TAYLOR MORRISON HOME CORP | 1.0% | $10.2m | 174,364 | – | new | |
| 27 | COMP COMPASS INC | Real Estate | 0.9% | $8.9m | 1,216,711 | -76% | reduced |
| 28 | SMRT SMARTRENT INC | 0.9% | $8.4m | 5,610,150 | 0% | held | |
| 29 | SAFE SAFEHOLD INC | 0.8% | $7.5m | 553,703 | -41% | reduced | |
| 30 | MHO M/I HOMES INC | Consumer Cyclical | 0.6% | $5.8m | 47,595 | -33% | reduced |
| 31 | MAA MID-AMER APT CMNTYS INC | Real Estate | 0.5% | $4.9m | 40,503 | 2% | added |
| 32 | SLG SL GREEN RLTY CORP | Real Estate | 0.5% | $4.8m | 129,500 | -6% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.