§ 13F · FUND PROFILE
Long Pond Capital, LP.
AUM · $1.0B (13F)Positions · 31Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$136M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | 899K | $159M | 15.2% | +247% |
| 2 | SBAC | SBA COMMUNICATIONS CORP | 490K | $86M | 8.3% | — |
| 3 | IRT | INDEPENDENCE RLTY TR INC | 5.13M | $86M | 8.2% | −10% |
| 4 | JAN | JANUS LIVING INC | 2.57M | $74M | 7.1% | −22% |
| 5 | HGV | HILTON GRAND VACATIONS INC | 1.19M | $62M | 6.0% | +144% |
| 6 | JBGS | JBG SMITH PPTYS | 4.02M | $59M | 5.7% | −9% |
| 7 | TRTX | TPG RE FIN TR INC | 7.03M | $59M | 5.7% | ±0% |
| 8 | COMP | COMPASS INC | 3.59M | $44M | 4.3% | +195% |
| 9 | COLD | AMERICOLD REALTY TRUST INC | 2.69M | $42M | 4.1% | −40% |
| 10 | KREF | KKR REAL ESTATE FIN TR INC | 5.81M | $40M | 3.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONG SIGNAL
AC read
Long Pond Capital, LP is a Other fund managing $1.0 billion in assets. The fund runs a portfolio of 31 positions.
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