§ 13F · FUND PROFILE
Long Pond Capital, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 28Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$420M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IRT | INDEPENDENCE RLTY TR INC | 5.73M | $85M | 8.1% | +472% |
| 2 | JAN | JANUS LIVING INC | 3.29M | $78M | 7.4% | NEW |
| 3 | SBAC | SBA COMMUNICATIONS CORP | 400K | $69M | 6.6% | NEW |
| 4 | JBGS | JBG SMITH PPTYS | 4.41M | $64M | 6.2% | +6% |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | 702K | $57M | 5.4% | +108% |
| 6 | TRTX | TPG RE FIN TR INC | 7.03M | $55M | 5.2% | ±0% |
| 7 | PRKS | UNITED PARKS & RESORTS INC | 1.68M | $55M | 5.2% | +97% |
| 8 | WYNN | WYNN RESORTS LTD | 529K | $54M | 5.1% | NEW |
| 9 | COLD | AMERICOLD REALTY TRUST INC | 4.50M | $52M | 4.9% | −23% |
| 10 | INN | SUMMIT HOTEL PPTYS | 9.40M | $42M | 4.0% | ±0% |
§ 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 $1.4 billion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed