Long Pond Capital, LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.5T
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HHYATT HOTELS CORP | 1,566,714 | $191.9B | 12.48% | |
| 2 | TOLTOLL BROTHERS INC | 1,116,300 | $117.9B | 7.66% | |
| 3 | DHID R HORTON INC | 829,067 | $105.4B | 6.85% | |
| 4 | IGTINTERNATIONAL GAME TECHNOLOG | 5,223,980 | $84.9B | 5.52% | Call |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 355,961 | $81.0B | 5.27% | |
| 6 | MTHMERITAGE HOMES CORP | 1,125,995 | $79.8B | 5.19% | |
| 7 | FUNSIX FLAGS ENTERTAINMENT CORP | 2,124,559 | $75.8B | 4.93% | |
| 8 | HGVHILTON GRAND VACATIONS INC | 1,829,495 | $68.4B | 4.45% | |
| 9 | KRGKITE RLTY GROUP TR | 2,709,697 | $60.6B | 3.94% | |
| 10 | TRTXTPG RE FIN TR INC | 7,303,626 | $59.5B | 3.87% | |
| 11 | JBGSJBG SMITH PPTYS | 3,603,883 | $58.1B | 3.78% | |
| 12 | RRRRED ROCK RESORTS INC | 1,213,291 | $52.6B | 3.42% | |
| 13 | 6PMPARAMOUNT GROUP INC | 11,737,433 | $50.5B | 3.28% | |
| 14 | PLYAPLAYA HOTELS & RESORTS NV | 3,757,576 | $50.1B | 3.26% | |
| 15 | CUBECUBESMART | 1,108,821 | $47.4B | 3.08% | |
| 16 | WYNNWYNN RESORTS LTD | 539,200 | $45.0B | 2.93% | |
| 17 | CPTCAMDEN PPTY TR | 330,330 | $40.4B | 2.63% | |
| 18 | TMHCTAYLOR MORRISON HOME CORP | 671,970 | $40.3B | 2.62% | |
| 19 | KRCKILROY RLTY CORP | 738,200 | $24.2B | 1.57% | |
| 20 | VTMXVESTA REAL ESTATE CORP | 949,940 | $21.7B | 1.41% | |
| 21 | WHWYNDHAM HOTELS & RESORTS INC | 233,153 | $21.1B | 1.37% | |
| 22 | REXRREXFORD INDL RLTY INC | 528,584 | $20.7B | 1.35% | |
| 23 | IRTINDEPENDENCE RLTY TR INC | 827,812 | $17.6B | 1.14% | |
| 24 | CZRCAESARS ENTERTAINMENT INC NE | 681,189 | $17.0B | 1.11% | |
| 25 | MAAMID-AMER APT CMNTYS INC | 93,529 | $15.7B | 1.02% | |
| 26 | PHMPULTE GROUP INC | 137,655 | $14.2B | 0.92% | |
| 27 | MSGEMADISON SQUARE GARDEN ENTMT | 416,312 | $13.6B | 0.89% | |
| 28 | SMRTSMARTRENT INC | 10,066,093 | $12.2B | 0.79% | |
| 29 | VACMARRIOTT VACATIONS WORLDWIDE | 180,091 | $11.6B | 0.75% | |
| 30 | GDENGOLDEN ENTMT INC | 434,767 | $11.5B | 0.75% | |
| 31 | UHAL/BU HAUL HOLDING COMPANY | 188,407 | $11.1B | 0.73% | |
| 32 | DEIDOUGLAS EMMETT INC | 589,420 | $9.4B | 0.61% | |
| 33 | VNOVORNADO RLTY TR | 178,753 | $6.6B | 0.43% |