Long Pond Capital, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.5T
Holdings
33
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JBGSJBG SMITH PPTYS | 8,271,565 | $241.7B | 9.85% | |
| 2 | DHID R HORTON INC | 2,406,013 | $179.3B | 7.31% | |
| 3 | IRTINDEPENDENCE RLTY TR INC | 6,342,473 | $167.7B | 6.83% | |
| 4 | AMHAMERICAN HOMES 4 RENT | 4,180,104 | $167.3B | 6.82% | |
| 5 | COLDAMERICOLD RLTY TR | 5,584,619 | $155.7B | 6.35% | |
| 6 | LVSLAS VEGAS SANDS CORP | 3,943,176 | $153.3B | 6.25% | Call |
| 7 | VICIVICI PPTYS INC | 5,356,839 | $152.5B | 6.21% | |
| 8 | TLTISHARES TR | 1,000,000 | $132.1B | 5.38% | Put |
| 9 | SRCUSDSPIRIT RLTY CAP INC NEW | 2,826,569 | $130.1B | 5.30% | |
| 10 | EXPEEXPEDIA GROUP INC | 622,976 | $121.9B | 4.97% | Call |
| 11 | STAGSTAG INDL INC | 2,364,521 | $97.8B | 3.98% | |
| 12 | FORFORESTAR GROUP INC | 4,681,873 | $83.2B | 3.39% | |
| 13 | MLCOMELCO RESORTS AND ENTMNT LTD | 9,958,518 | $76.1B | 3.10% | |
| 14 | AIVAPARTMENT INVT & MGMT CO | 9,978,759 | $73.0B | 2.98% | |
| 15 | MSGSMADISON SQUARE GRDN SPRT COR | 359,045 | $64.4B | 2.62% | |
| 16 | NTSTNETSTREIT CORP | 2,623,681 | $58.9B | 2.40% | |
| 17 | AREALEXANDRIA REAL ESTATE EQ IN | 265,773 | $53.5B | 2.18% | |
| 18 | ELSEQUITY LIFESTYLE PPTYS INC | 551,909 | $42.2B | 1.72% | |
| 19 | HGVHILTON GRAND VACATIONS INC | 606,861 | $31.6B | 1.29% | |
| 20 | FMXFOMENTO ECONOMICO MEXICANO S | 359,456 | $29.8B | 1.21% | |
| 21 | SMRTSMARTRENT INC | 5,765,692 | $29.2B | 1.19% | |
| 22 | FPHFIVE POINT HOLDINGS LLC | 4,527,395 | $27.7B | 1.13% | |
| 23 | AIRCUSDAPARTMENT INCOME REIT CORP | 505,146 | $27.0B | 1.10% | |
| 24 | HHYATT HOTELS CORP | 278,554 | $26.6B | 1.08% | |
| 25 | GLPIGAMING & LEISURE PPTYS INC | 512,135 | $24.0B | 0.98% | |
| 26 | IVTINVENTRUST PPTYS CORP | 777,844 | $23.9B | 0.98% | |
| 27 | CBRECBRE GROUP INC | 245,584 | $22.5B | 0.92% | |
| 28 | SITCUSDSITE CTRS CORP | 1,266,029 | $21.2B | 0.86% | |
| 29 | BRXBRIXMOR PPTY GROUP INC | 450,000 | $11.6B | 0.47% | |
| 30 | CMTGCLAROS MTG TR INC | 621,010 | $10.6B | 0.43% | |
| 31 | FBRTFRANKLIN BSP RLTY TR INC | 749,354 | $10.5B | 0.43% | |
| 32 | BYDBOYD GAMING CORP | 66,737 | $4.4B | 0.18% | |
| 33 | LTCHLATCH INC | 635,403 | $2.7B | 0.11% |