Long Pond Capital, LP Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$2.0T
Holdings
39
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JBGSJBG SMITH PPTYS | 8,621,200 | $203.8B | 10.09% | |
| 2 | DHID R HORTON INC | 2,073,176 | $137.2B | 6.79% | |
| 3 | LVSLAS VEGAS SANDS CORP | 3,898,009 | $130.9B | 6.48% | Call |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 894,219 | $99.7B | 4.93% | |
| 5 | LXPUSDLXP INDUSTRIAL TRUST | 9,071,090 | $97.4B | 4.82% | |
| 6 | STAGSTAG INDL INC | 2,876,542 | $88.8B | 4.40% | |
| 7 | IRTINDEPENDENCE RLTY TR INC | 3,958,483 | $82.1B | 4.06% | |
| 8 | SRCUSDSPIRIT RLTY CAP INC NEW | 2,086,429 | $78.8B | 3.90% | |
| 9 | EQREQUITY RESIDENTIAL | 1,024,126 | $74.0B | 3.66% | |
| 10 | AVBAVALONBAY CMNTYS INC | 378,489 | $73.5B | 3.64% | |
| 11 | AIVAPARTMENT INVT & MGMT CO | 10,759,559 | $68.9B | 3.41% | |
| 12 | HHYATT HOTELS CORP | 927,345 | $68.5B | 3.39% | |
| 13 | AIRCUSDAPARTMENT INCOME REIT CORP | 1,559,757 | $64.9B | 3.21% | |
| 14 | FORFORESTAR GROUP INC | 4,681,873 | $64.1B | 3.17% | |
| 15 | AMHAMERICAN HOMES 4 RENT | 1,665,479 | $59.0B | 2.92% | |
| 16 | KRCKILROY RLTY CORP | 963,007 | $50.4B | 2.50% | |
| 17 | RADIGUSDRADIUS GLOBAL INFRASTRCTRE I | 2,939,590 | $44.9B | 2.22% | |
| 18 | VACMARRIOTT VACATIONS WORLDWIDE | 377,294 | $43.8B | 2.17% | |
| 19 | EXPEEXPEDIA GROUP INC | 460,234 | $43.6B | 2.16% | |
| 20 | MLCOMELCO RESORTS AND ENTMNT LTD | 6,893,901 | $39.6B | 1.96% | |
| 21 | COLDAMERICOLD REALTY TRUST INC | 1,301,381 | $39.1B | 1.94% | |
| 22 | PENNPENN NATL GAMING INC | 1,281,715 | $39.0B | 1.93% | |
| 23 | MSGSMADISON SQUARE GRDN SPRT COR | 238,735 | $36.0B | 1.78% | |
| 24 | SAFESAFEHOLD INC | 964,261 | $34.1B | 1.69% | |
| 25 | SMRTSMARTRENT INC | 7,443,720 | $33.6B | 1.67% | |
| 26 | CPTCAMDEN PPTY TR | 230,516 | $31.0B | 1.53% | |
| 27 | PKPARK HOTELS & RESORTS INC | 2,040,936 | $27.7B | 1.37% | |
| 28 | RRRRED ROCK RESORTS INC | 821,970 | $27.4B | 1.36% | |
| 29 | MGMMGM RESORTS INTERNATIONAL | 928,923 | $26.9B | 1.33% | |
| 30 | BYDBOYD GAMING CORP | 389,664 | $19.4B | 0.96% | |
| 31 | HGVHILTON GRAND VACATIONS INC | 533,992 | $19.1B | 0.94% | |
| 32 | FPHFIVE POINT HOLDINGS LLC | 4,527,395 | $17.7B | 0.88% | |
| 33 | SIXEURSIX FLAGS ENTMT CORP NEW | 781,522 | $17.0B | 0.84% | |
| 34 | SHOSUNSTONE HOTEL INVS INC NEW | 1,511,108 | $15.0B | 0.74% | |
| 35 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 457,162 | $7.2B | 0.36% | |
| 36 | UDRUDR INC | 153,501 | $7.1B | 0.35% | |
| 37 | NTSTNETSTREIT CORP | 204,816 | $3.9B | 0.19% | |
| 38 | XHRXENIA HOTELS & RESORTS INC | 222,900 | $3.2B | 0.16% | |
| 39 | CLDTCHATHAM LODGING TR | 115,819 | $1.2B | 0.06% |