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Masterton Capital Management, LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1817145) · Explore on the interactive board

Masterton Capital Management, LP disclosed 24 US equity positions worth $118.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is PLD at 14.0% of the reported book, followed by CBRE, FRT. The top ten holdings are 67.6% of the book, and the portfolio behaves like about 16 equal-weight positions. Versus the prior filing it opened 11 new positions, added to 4, reduced 7 and exited 6. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$118.1mreported US equity book
24positions
14.0%largest position
67.6%top 10 weight
15.95effective positions (1/HHI)
2quarters on file since Q1 2026

What does Masterton Capital Management, LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 11 new, 4 added, 7 reduced, 6 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 PLD PROLOGIS INC. Real Estate 14.0%$16.5m121,800 112% added
2 CBRE CBRE GROUP INC Real Estate 9.1%$10.7m79,700 94% added
3 FRT FEDERAL RLTY INVT TR NEW Real Estate 7.9%$9.3m75,246 -57% reduced
4 ADC AGREE RLTY CORP Real Estate 6.6%$7.8m103,300 56% added
5 SYY SYSCO CORP Consumer Defensive 5.7%$6.8m80,900 new
6 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5.2%$6.2m18,720 new
7 KIM KIMCO REALTY CORP Real Estate 5.2%$6.2m242,913 -33% reduced
8 TRNO TERRENO RLTY CORP Real Estate 4.9%$5.8m89,980 0% held
9 EQR EQUITY RESIDENTIAL Real Estate 4.9%$5.8m85,246 0% held
10 LPX LOUISIANA PAC CORP Industrials 4.0%$4.8m60,700 25% added
11 SUI SUN CMNTYS INC Real Estate 3.9%$4.6m38,700 new
12 LOW LOWES COS INC Consumer Cyclical 3.6%$4.2m19,200 new
13 JHX JAMES HARDIE INDS PLC Basic Materials 3.5%$4.1m157,380 new
14 PSA PUBLIC STORAGE Real Estate 3.4%$4.0m12,714 -36% reduced
15 AMH AMERICAN HOMES 4 RENT Real Estate 3.3%$3.9m115,500 new
16 ESS ESSEX PPTY TR INC Real Estate 3.2%$3.8m12,900 new
17 HD HOME DEPOT INC Consumer Cyclical 2.2%$2.6m7,280 new
18 DPZ DOMINOS PIZZA INC Consumer Cyclical 2.0%$2.3m7,820 -55% reduced
19 MCD MCDONALDS CORP Consumer Cyclical 1.6%$1.9m7,120 new
20 BURL BURLINGTON STORES INC Consumer Cyclical 1.5%$1.8m5,680 new
21 ROST ROSS STORES INC Consumer Cyclical 1.2%$1.4m6,800 -26% reduced
22 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1.2%$1.4m12,738 -88% reduced
23 TJX TJX COS INC NEW Consumer Cyclical 1.1%$1.3m8,400 -68% reduced
24 CCS CENTURY COMMUNITIES INC Real Estate 0.7%$816.9k11,399 new

What did Masterton Capital Management, LP sell? Positions exited since the previous filing

StockPrior weightPrior value
APLE APPLE HOSPITALITY REIT INC31.3%$7.5m
CHEF CHEFS WHSE INC30.4%$7.3m
SKT TANGER INC14.5%$3.5m
REXR REXFORD INDL RLTY INC13.4%$3.2m
WH WYNDHAM HOTELS & RESORTS INC5.4%$1.3m
CHH CHOICE HOTELS INTL INC5.0%$1.2m

Sector mix

SectorWeight
Real Estate67.1%
Consumer Cyclical18.4%
Consumer Defensive6.9%
Industrials4.0%
Basic Materials3.5%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202624$118.1m
Q1 202619$109.8m

How concentrated is Masterton Capital Management, LP's portfolio?

Across every quarter Masterton Capital Management, LP has filed, its median largest position is 15.4% of the book and its median top-ten weight is 70.6%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 6.0 completed holding spells, the median lasted 1.0 quarters; 24.0 positions are still open and their final length is unknown.