13F HOLDINGS REPORT
Long Pond Capital, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001912
Total Value
$1.54B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HYATT HOTELS CORP | H | 1,566,714 | $191.9M | 12.48% |
| 2 | TOLL BROTHERS INC | TOL | 1,116,300 | $117.9M | 7.66% |
| 3 | D R HORTON INC | 23331A109 | 829,067 | $105.4M | 6.85% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 355,961 | $81.0M | 5.27% |
| 5 | MERITAGE HOMES CORP | MTH | 1,125,995 | $79.8M | 5.19% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 2,124,559 | $75.8M | 4.93% |
| 7 | HILTON GRAND VACATIONS INC | HGV | 1,829,495 | $68.4M | 4.45% |
| 8 | KITE RLTY GROUP TR | 49803T300 | 2,709,697 | $60.6M | 3.94% |
| 9 | TPG RE FIN TR INC | TPGXL | 7,303,626 | $59.5M | 3.87% |
| 10 | JBG SMITH PPTYS | 46590V100 | 3,603,883 | $58.1M | 3.78% |
| 11 | RED ROCK RESORTS INC | RRR | 1,213,291 | $52.6M | 3.42% |
| 12 | INTERNATIONAL GAME TECHNOLOG | INTR | 3,223,980 | $52.4M | 3.41% |
| 13 | PARAMOUNT GROUP INC | 69924R108 | 11,737,433 | $50.5M | 3.28% |
| 14 | PLAYA HOTELS & RESORTS NV | N70544106 | 3,757,576 | $50.1M | 3.26% |
| 15 | CUBESMART | CUBE | 1,108,821 | $47.4M | 3.08% |
| 16 | WYNN RESORTS LTD | WYNN | 539,200 | $45.0M | 2.93% |
| 17 | CAMDEN PPTY TR | 133131102 | 330,330 | $40.4M | 2.63% |
| 18 | TAYLOR MORRISON HOME CORP | TMHC | 671,970 | $40.3M | 2.62% |
| 19 | INTERNATIONAL GAME TECHNOLOG | INTR | 2,000,000 | $32.5M | 2.11% |
| 20 | KILROY RLTY CORP | 49427F108 | 738,200 | $24.2M | 1.57% |
| 21 | VESTA REAL ESTATE CORP | VTMX | 949,940 | $21.7M | 1.41% |
| 22 | WYNDHAM HOTELS & RESORTS INC | WH | 233,153 | $21.1M | 1.37% |
| 23 | REXFORD INDL RLTY INC | 76169C100 | 528,584 | $20.7M | 1.35% |
| 24 | INDEPENDENCE RLTY TR INC | 45378A106 | 827,812 | $17.6M | 1.14% |
| 25 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 681,189 | $17.0M | 1.11% |
| 26 | MID-AMER APT CMNTYS INC | 59522J103 | 93,529 | $15.7M | 1.02% |
| 27 | PULTE GROUP INC | 745867101 | 137,655 | $14.2M | 0.92% |
| 28 | MADISON SQUARE GARDEN ENTMT | 558256103 | 416,312 | $13.6M | 0.89% |
| 29 | SMARTRENT INC | SMRT | 10,066,093 | $12.2M | 0.79% |
| 30 | MARRIOTT VACATIONS WORLDWIDE | VAC | 180,091 | $11.6M | 0.75% |
| 31 | GOLDEN ENTMT INC | NVGLF | 434,767 | $11.5M | 0.75% |
| 32 | U HAUL HOLDING COMPANY | UHAL-B | 188,407 | $11.1M | 0.73% |
| 33 | DOUGLAS EMMETT INC | DEI | 589,420 | $9.4M | 0.61% |
| 34 | VORNADO RLTY TR | 929042109 | 178,753 | $6.6M | 0.43% |