Long Pond Capital, LP
Long Pond Capital, LP reported 31 positions worth $1.04B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SBAC (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SBAC | SH | $158.6M | 15.24% | 898,715 | — | — | |
| ▸ 2 | SBAC | CALL | $86.5M | 8.31% | 490,000 | — | — | |
| ▸ 3 | IRT | SH | $85.6M | 8.23% | 5,127,246 | — | — | |
| ▸ 4 | JAN | SH | $73.8M | 7.10% | 2,568,555 | — | — | |
| ▸ 5 | HGV | SH | $62.1M | 5.97% | 1,186,119 | — | — | |
| ▸ 6 | JBGS | SH | $59.0M | 5.67% | 4,024,019 | — | — | |
| ▸ 7 | TRTX | SH | $58.8M | 5.66% | 7,029,102 | — | — | |
| ▸ 8 | COMP | SH | $44.3M | 4.26% | 3,594,368 | — | — | |
| ▸ 9 | COLD | SH | $42.2M | 4.06% | 2,685,314 | — | — | |
| ▸ 10 | KREF | SH | $39.8M | 3.82% | 5,813,201 | — | — |
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Frequently Asked Questions
What stocks does Long Pond Capital, LP hold as of Q2 2026?
Long Pond Capital, LP reported 31 positions worth $1.04B in its Q2 2026 13F filing. Largest positions: SBAC (15.2%), SBAC (8.3%), IRT (8.2%), JAN (7.1%) and HGV (6.0%).
What did Long Pond Capital, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Long Pond Capital, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.