13F HOLDINGS REPORT
Long Pond Capital, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004900
Total Value
$1.38B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAMDEN PPTY TR | 133131102 | 1,945,698 | $207.8M | 15.05% |
| 2 | INDEPENDENCE RLTY TR INC | 45378A106 | 12,301,684 | $201.6M | 14.60% |
| 3 | JAMES HARDIE INDS PLC | G4253H101 | 7,247,811 | $139.2M | 10.09% |
| 4 | NATIONAL STORAGE AFFILIATES | NSA-PB | 3,846,289 | $116.2M | 8.42% |
| 5 | AMERICOLD REALTY TRUST INC | COLD | 7,756,293 | $94.9M | 6.88% |
| 6 | TAYLOR MORRISON HOME CORP | TMHC | 1,379,577 | $91.1M | 6.60% |
| 7 | JBG SMITH PPTYS | 46590V100 | 3,228,894 | $71.8M | 5.20% |
| 8 | TPG RE FIN TR INC | TPGXL | 6,898,626 | $59.1M | 4.28% |
| 9 | AMERICAN HOMES 4 RENT | AMH-PG | 1,563,780 | $52.0M | 3.77% |
| 10 | SUMMIT HOTEL PPTYS INC | 866082100 | 9,400,000 | $51.6M | 3.74% |
| 11 | HYATT HOTELS CORP | H | 317,589 | $45.1M | 3.27% |
| 12 | LXP INDUSTRIAL TRUST | LXP-PC | 3,800,000 | $34.0M | 2.47% |
| 13 | M/I HOMES INC | MHO | 227,597 | $32.9M | 2.38% |
| 14 | HILTON GRAND VACATIONS INC | HGV | 648,021 | $27.1M | 1.96% |
| 15 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 959,175 | $25.9M | 1.88% |
| 16 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 354,911 | $21.5M | 1.56% |
| 17 | KKR REAL ESTATE FIN TR INC | KKRT | 2,321,672 | $20.9M | 1.51% |
| 18 | NEXPOINT RESIDENTIAL TR INC | NXRT | 544,089 | $17.5M | 1.27% |
| 19 | CENTERSPACE | CSR | 213,463 | $12.6M | 0.91% |
| 20 | COMPASS INC | COMP | 1,550,000 | $12.4M | 0.90% |
| 21 | PLYMOUTH INDL REIT INC | 729640102 | 492,468 | $11.0M | 0.80% |
| 22 | MID-AMER APT CMNTYS INC | 59522J103 | 67,543 | $9.4M | 0.68% |
| 23 | SMARTRENT INC | SMRT | 6,066,093 | $8.6M | 0.62% |
| 24 | SIX FLAGS ENTERTAINMENT CORP | FUN | 290,000 | $6.6M | 0.48% |
| 25 | SUNSTONE HOTEL INVS INC NEW | 867892101 | 485,237 | $4.5M | 0.33% |
| 26 | MERITAGE HOMES CORP | MTH | 46,500 | $3.4M | 0.24% |
| 27 | EQUITY RESIDENTIAL | EQR | 20,037 | $1.3M | 0.09% |
| 28 | PROLOGIS INC. | PLDGP | 3,316 | $379,748 | 0.03% |