13F HOLDINGS REPORT
Long Pond Capital, LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000845
Total Value
$1.97B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGREE RLTY CORP | 008492100 | 3,029,301 | $213.4M | 10.83% |
| 2 | INDEPENDENCE RLTY TR INC | 45378A106 | 8,505,173 | $168.7M | 8.56% |
| 3 | D R HORTON INC | 23331A109 | 1,169,024 | $163.5M | 8.29% |
| 4 | CAMDEN PPTY TR | 133131102 | 1,144,520 | $132.8M | 6.74% |
| 5 | LENNAR CORP | LEN-B | 920,282 | $125.5M | 6.37% |
| 6 | MID-AMER APT CMNTYS INC | 59522J103 | 685,611 | $106.0M | 5.38% |
| 7 | PLAYA HOTELS & RESORTS NV | N70544106 | 7,941,444 | $100.5M | 5.10% |
| 8 | JBG SMITH PPTYS | 46590V100 | 6,335,832 | $97.4M | 4.94% |
| 9 | HEALTHPEAK PROPERTIES INC | DOC | 4,286,388 | $86.9M | 4.41% |
| 10 | VESTA REAL ESTATE CORP | VTMX | 2,663,169 | $68.2M | 3.46% |
| 11 | RED ROCK RESORTS INC | RRR | 1,474,153 | $68.2M | 3.46% |
| 12 | WYNN RESORTS LTD | WYNN | 761,897 | $65.6M | 3.33% |
| 13 | TPG RE FIN TR INC | TPGXL | 7,303,626 | $62.1M | 3.15% |
| 14 | NNN REIT INC | NNN | 1,483,845 | $60.6M | 3.07% |
| 15 | REXFORD INDL RLTY INC | 76169C100 | 1,515,651 | $58.6M | 2.97% |
| 16 | INTERNATIONAL GAME TECHNOLOG | INTR | 3,103,069 | $54.8M | 2.78% |
| 17 | HILTON GRAND VACATIONS INC | HGV | 1,385,255 | $54.0M | 2.74% |
| 18 | PARAMOUNT GROUP INC | 69924R108 | 10,053,335 | $49.7M | 2.52% |
| 19 | AMERICOLD REALTY TRUST INC | COLD | 2,071,821 | $44.3M | 2.25% |
| 20 | LENNAR CORP | LEN-B | 300,000 | $40.9M | 2.08% |
| 21 | INTERNATIONAL GAME TECHNOLOG | INTR | 2,000,000 | $35.3M | 1.79% |
| 22 | NET LEASE OFFICE PROPERTIES | NLOP | 861,601 | $26.9M | 1.36% |
| 23 | MERITAGE HOMES CORP | MTH | 162,557 | $25.0M | 1.27% |
| 24 | SMARTRENT INC | SMRT | 10,066,093 | $17.6M | 0.89% |
| 25 | SUN CMNTYS INC | 866674104 | 123,994 | $15.2M | 0.77% |
| 26 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 442,295 | $14.8M | 0.75% |
| 27 | SAFEHOLD INC | SAFE | 765,465 | $14.1M | 0.72% |
| 28 | FIVE POINT HOLDINGS LLC | FPH | 195,162 | $737,712 | 0.04% |