Long Pond Capital, LP
CIK 0001499066 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.04B
2026 Q2
Positions
31
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SBAC
SBA COMMUNICATIONS CORP
15.2%
SBACCALL
SBA COMMUNICATIONS CORP
8.3%
IRT
INDEPENDENCE RLTY TR INC
8.2%
JAN
JANUS LIVING INC
7.1%
HGV
HILTON GRAND VACATIONS INC
6.0%
JBGS
JBG SMITH PPTYS
5.7%
TRTX
TPG RE FIN TR INC
5.7%
COMP
COMPASS INC
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.