Long Pond Capital, LP Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$2229.8T
Holdings
38
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADCAGREE RLTY CORP | 3,029,301 | $228.2T | 10.23% | |
| 2 | DHID R HORTON INC | 1,134,080 | $216.3T | 9.70% | |
| 3 | IRTINDEPENDENCE RLTY TR INC | 8,498,043 | $174.2T | 7.81% | |
| 4 | CPTCAMDEN PPTY TR | 1,019,101 | $125.9T | 5.65% | |
| 5 | LENLENNAR CORP | 623,800 | $117.0T | 5.24% | |
| 6 | MAAMID-AMER APT CMNTYS INC | 717,077 | $113.9T | 5.11% | |
| 7 | JBGSJBG SMITH PPTYS | 6,409,668 | $112.0T | 5.02% | |
| 8 | NSANATIONAL STORAGE AFFILIATES | 2,065,015 | $99.5T | 4.46% | |
| 9 | HGVHILTON GRAND VACATIONS INC | 2,670,743 | $97.0T | 4.35% | |
| 10 | NNNNNN REIT INC | 1,793,072 | $86.9T | 3.90% | |
| 11 | VTMXVESTA REAL ESTATE CORP | 2,633,169 | $70.9T | 3.18% | |
| 12 | SUISUN CMNTYS INC | 481,033 | $65.0T | 2.92% | |
| 13 | COLDAMERICOLD REALTY TRUST INC | 2,071,821 | $58.6T | 2.63% | |
| 14 | FUNSIX FLAGS ENTERTAINMENT CORP | 1,448,383 | $58.4T | 2.62% | |
| 15 | IGTINTERNATIONAL GAME TECHNOLOG | 2,655,964 | $56.6T | 2.54% | |
| 16 | PLYAPLAYA HOTELS & RESORTS NV | 6,833,461 | $53.0T | 2.38% | |
| 17 | STWDSTARWOOD PPTY TR INC | 2,555,000 | $52.1T | 2.34% | |
| 18 | SAFESAFEHOLD INC | 1,736,725 | $45.6T | 2.04% | |
| 19 | 6PMPARAMOUNT GROUP INC | 8,936,940 | $44.0T | 1.97% | |
| 20 | WYNNWYNN RESORTS LTD | 402,104 | $38.6T | 1.73% | |
| 21 | RRRRED ROCK RESORTS INC | 607,833 | $33.1T | 1.48% | |
| 22 | HLTHILTON WORLDWIDE HLDGS INC | 128,621 | $29.6T | 1.33% | |
| 23 | TRTXTPG RE FIN TR INC | 3,364,826 | $28.7T | 1.29% | |
| 24 | NTSTNETSTREIT CORP | 1,683,855 | $27.8T | 1.25% | |
| 25 | NLOPNET LEASE OFFICE PROPERTIES | 861,601 | $26.4T | 1.18% | |
| 26 | TNLTRAVEL PLUS LEISURE CO | 519,010 | $23.9T | 1.07% | |
| 27 | WHWYNDHAM HOTELS & RESORTS INC | 272,363 | $21.3T | 0.95% | |
| 28 | MTHMERITAGE HOMES CORP | 97,256 | $19.9T | 0.89% | |
| 29 | UDRUDR INC | 409,721 | $18.6T | 0.83% | |
| 30 | SMRTSMARTRENT INC | 10,066,093 | $17.4T | 0.78% | |
| 31 | NXRTNEXPOINT RESIDENTIAL TR INC | 284,886 | $12.5T | 0.56% | |
| 32 | KRGKITE RLTY GROUP TR | 362,500 | $9.6T | 0.43% | |
| 33 | XHRXENIA HOTELS & RESORTS INC | 623,762 | $9.2T | 0.41% | |
| 34 | FPHFIVE POINT HOLDINGS LLC | 2,154,198 | $8.9T | 0.40% | |
| 35 | BYDBOYD GAMING CORP | 133,228 | $8.6T | 0.39% | |
| 36 | FORFORESTAR GROUP INC | 258,297 | $8.4T | 0.37% | |
| 37 | SITCSITE CTRS CORP | 106,439 | $6.4T | 0.29% | |
| 38 | CLDTCHATHAM LODGING TR | 659,246 | $5.6T | 0.25% |