Long Pond Capital 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Long Pond Capital disclosed 30 US equity positions worth $953.9m in its Q2 2026 13F filing. The largest position was SBAC at 16.6% of the reported book, followed by IRT and JAN. Against the Q1 2026 filing, it opened 10 new positions, added to 6 and reduced 10 among the top 30 holdings.
What did Long Pond Capital own in Q2 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 16.6% | $158.6m | 898,715 | – | new |
| 2 | IRT INDEPENDENCE RLTY TR INC | Real Estate | 9.0% | $85.6m | 5,127,246 | -10% | reduced |
| 3 | JAN JANUS LIVING INC | 7.7% | $73.8m | 2,568,555 | -22% | reduced | |
| 4 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 6.5% | $62.1m | 1,186,119 | 144% | added |
| 5 | JBGS JBG SMITH PPTYS | Real Estate | 6.2% | $59.0m | 4,024,019 | -9% | reduced |
| 6 | TRTX TPG RE FIN TR INC | Real Estate | 6.2% | $58.8m | 7,029,102 | 0% | held |
| 7 | COMP COMPASS INC | Real Estate | 4.6% | $44.3m | 3,594,368 | 195% | added |
| 8 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 4.4% | $42.2m | 2,685,314 | -40% | reduced |
| 9 | KKR REAL ESTATE FIN TR INC | 4.2% | $39.8m | 5,813,201 | 1% | added | |
| 10 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 3.9% | $37.1m | 776,909 | -54% | reduced |
| 11 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 3.7% | $35.7m | 398,419 | – | new |
| 12 | WYNN WYNN RESORTS LTD | Consumer Cyclical | 3.1% | $29.8m | 306,689 | -42% | reduced |
| 13 | POOL POOL CORP | Industrials | 3.0% | $28.5m | 132,400 | 21% | added |
| 14 | FERG FERGUSON ENTERPRISES INC | Industrials | 2.6% | $24.6m | 103,500 | – | new |
| 15 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 2.3% | $22.0m | 245,750 | – | new |
| 16 | CPT CAMDEN PPTY TR | Real Estate | 2.2% | $20.9m | 182,538 | -54% | reduced |
| 17 | SIX FLAGS ENTERTAINMENT CORP | 2.2% | $20.9m | 979,395 | 31% | added | |
| 18 | ELS EQUITY LIFESTYLE PROPERTIES | Real Estate | 2.1% | $19.7m | 306,244 | – | new |
| 19 | SMARTSTOP SELF STORAG REIT I | 1.5% | $14.5m | 444,839 | -27% | reduced | |
| 20 | NXRT NEXPOINT RESIDENTIAL TR INC | Real Estate | 1.3% | $12.6m | 452,604 | 0% | held |
| 21 | HD HOME DEPOT INC | Consumer Cyclical | 1.1% | $10.4m | 29,500 | – | new |
| 22 | LOW LOWES COS INC | Consumer Cyclical | 1.0% | $9.8m | 44,250 | – | new |
| 23 | MHO M/I HOMES INC | Consumer Cyclical | 0.9% | $8.9m | 55,230 | 16% | added |
| 24 | LPX LOUISIANA PAC CORP | Industrials | 0.8% | $7.4m | 94,000 | – | new |
| 25 | SMRT SMARTRENT INC | 0.7% | $6.7m | 5,610,150 | 0% | held | |
| 26 | MAA MID-AMER APT CMNTYS INC | Real Estate | 0.6% | $5.6m | 40,503 | 0% | held |
| 27 | DOC HEALTHPEAK PROPERTIES INC | Real Estate | 0.6% | $5.5m | 257,116 | -90% | reduced |
| 28 | ARE ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 0.5% | $5.0m | 94,786 | – | new |
| 29 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 0.3% | $2.5m | 30,000 | -96% | reduced |
| 30 | FBIN FORTUNE BRANDS INNOVATIONS I | Industrials | 0.2% | $1.6m | 30,000 | – | new |
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.