Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q2 2026 13F · SEC CIK 1499066

Long Pond Capital, LP

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$953.9M
Reported positions
30
Top holdings a year, 3 yrs
+6.0%
Assets under management
$2.0B

Long Pond Capital, LP is a hedge fund that reported 30 positions worth $953.9M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Sba Communications Corp (SBAC, 16.6%), Independence Rlty Tr Inc (IRT, 9.0%), Janus Living Inc (JAN, 7.7%). A portfolio copying its top holdings returned 6.0% a year over the last 3 years, against 20.4% for the S&P 500.

Long Pond Capital, LP holdings all 30 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Long Pond Capital, LP 13F holdings
Stock% of 13F valueShare changeReported value
SBACSba Communications Corp16.6%—$158.6M
IRTIndependence Rlty Tr Inc9.0%-10.5%$85.6M
JANJanus Living Inc7.7%-21.9%$73.8M
HGVHilton Grand Vacations Inc6.5%+144.4%$62.1M
JBGSJbg Smith Pptys6.2%-8.8%$59.0M
TRTXTpg Re Fin Tr Inc6.2%+0.0%$58.8M
COMPCompass Inc4.6%+195.4%$44.3M
COLDAmericold Realty Trust Inc4.4%-40.3%$42.2M
KREFKkr Real Estate Fin Tr Inc4.2%+1.4%$39.8M
PRKSUnited Parks & Resorts Inc3.9%-53.8%$37.1M
CHDNChurchill Downs Inc3.7%—$35.7M
WYNNWynn Resorts Ltd3.1%-42.0%$29.8M
POOLPool Corp3.0%+20.9%$28.5M
FERGFerguson Enterprises Inc Common Stock Ne2.6%—$24.6M
BLDRBuilders Firstsource Inc2.3%—$22.0M
CPTCamden Ppty Tr2.2%-54.5%$20.9M
FUNSix Flags Entertainment Corp2.2%+30.5%$20.9M
ELSEquity Lifestyle Properties2.1%—$19.7M
SMASmartstop Self Storag REIT I1.5%-27.5%$14.5M
NXRTNexpoint Residential Tr Inc1.3%+0.0%$12.6M
HDHome Depot Inc1.1%—$10.4M
LOWLowes Cos Inc1.0%—$9.8M
MHOM/i Homes Inc0.9%+16.0%$8.9M
LPXLouisiana Pac Corp0.8%—$7.4M
SMRTSmartrent Inc0.7%+0.0%$6.7M
MAAMid-Amer Apt Cmntys Inc0.6%+0.0%$5.6M
PEAKHealthpeak Properties Inc0.6%-89.7%$5.5M
AREAlexandria Real Estate Eq in0.5%—$5.0M
WHWyndham Hotels & Resorts Inc0.3%-95.7%$2.5M
FBHSFortune Brands Innovations I0.2%—$1.6M

What Long Pond Capital, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+8.4% /yr
S&P 500 +20.1%
3 years
+6.0% /yr
S&P 500 +20.4%
5 years
+1.9% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$953.9M30
Q1 2026$978.1M32
Q4 2025$851.2M30
Q3 2025$1.4B28
Q2 2025$1.5B28
Q1 2025$1.5B33
Q4 2024$1.9B26
Q3 2024$2.2B38
Q2 2024$1.8B35
Q1 2024$1.7B34
Q4 2023$1.2B31
Q3 2023$1.5B26

Questions about Long Pond Capital, LP's portfolio

What stocks does Long Pond Capital, LP own?

Long Pond Capital, LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 30 positions worth $953.9M. The largest are Sba Communications Corp (SBAC) at 16.6%, Independence Rlty Tr Inc (IRT) at 9.0%, Janus Living Inc (JAN) at 7.7%, Hilton Grand Vacations Inc (HGV) at 6.5% and Jbg Smith Pptys (JBGS) at 6.2%.

What did Long Pond Capital, LP buy last quarter?

In Q2 2026, Long Pond Capital, LP added a new position in Sba Communications Corp (SBAC), a new position in Churchill Downs Inc (CHDN), a new position in Ferguson Enterprises Inc Common Stock Ne (FERG), a new position in Builders Firstsource Inc (BLDR), a new position in Equity Lifestyle Properties (ELS), Compass Inc (COMP) (+195.4% shares), Hilton Grand Vacations Inc (HGV) (+144.4% shares) and Six Flags Entertainment Corp (FUN) (+30.5% shares), compared with its Q1 2026 filing.

What did Long Pond Capital, LP sell last quarter?

In Q2 2026, Long Pond Capital, LP sold all of Summit Hotel Pptys Inc Com (INN), sold all of Norwegian Cruise Line Hldgs (NCLH), sold all of Hyatt Hotels Corp (H), sold all of American Homes 4 Rent (AMH), sold all of Kilroy Realty Corp (KRC), Wyndham Hotels & Resorts Inc (WH) (-95.7% shares), Healthpeak Properties Inc (PEAK) (-89.7% shares) and Camden Ppty Tr (CPT) (-54.5% shares), compared with its Q1 2026 filing.

How has Long Pond Capital, LP's portfolio performed?

A portfolio copying Long Pond Capital, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.4% against +20.1%. Over 5 years: +1.9% a year against +11.6%.

When is Long Pond Capital, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Long Pond Capital, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Long Pond Capital, LP manage?

Long Pond Capital, LP reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $953.9M.