Long Pond Capital, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LP Long Pond Capital, LP | Institutional Filer | ▲ 14.91% | $978.1M | 32 |
Current Portfolio Holdings
Showing all 32 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IRT | Independence Realty Trust, Inc. | Real Estate | 5.7M | $85.3M | 8.72% |
| 2 | NaN | JANUS LIVING INC | — | 3.3M | $77.5M | 7.93% |
| 3 | JBGS | JBG SMITH Properties | Real Estate | 4.4M | $64.5M | 6.59% |
| 4 | WH | Wyndham Hotels & Resorts, Inc. | Consumer Cyclical | 702K | $57.0M | 5.83% |
| 5 | TRTX | TPG RE Finance Trust, Inc. | Real Estate | 7.0M | $54.9M | 5.61% |
| 6 | PRKS | United Parks & Resorts Inc. | Consumer Cyclical | 1.7M | $54.9M | 5.61% |
| 7 | WYNN | Wynn Resorts, Limited | Consumer Cyclical | 529K | $53.7M | 5.49% |
| 8 | COLD | Americold Realty Trust, Inc. | Real Estate | 4.5M | $51.5M | 5.27% |
| 9 | INN | Summit Hotel Properties, Inc. | Real Estate | 9.4M | $41.5M | 4.25% |
| 10 | DOC | Healthpeak Properties, Inc. | Real Estate | 2.5M | $40.9M | 4.18% |
| 11 | CPT | Camden Property Trust | Real Estate | 401K | $39.2M | 4.01% |
| 12 | KREF | KKR Real Estate Finance Trust Inc. | Real Estate | 5.7M | $35.1M | 3.59% |
| 13 | NCLH | Norwegian Cruise Line Holdings Ltd. | Consumer Cyclical | 1.7M | $32.4M | 3.31% |
| 14 | H | Hyatt Hotels Corporation | Consumer Cyclical | 224K | $32.2M | 3.29% |
| 15 | AMH | American Homes 4 Rent | Real Estate | 1.1M | $31.0M | 3.17% |
Showing 1 to 15 of 32 holdings