Long Pond Capital, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.4T
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPTCAMDEN PPTY TR | 1,945,698 | $207.8B | 15.05% | |
| 2 | IRTINDEPENDENCE RLTY TR INC | 12,301,684 | $201.6B | 14.60% | |
| 3 | JHXJAMES HARDIE INDS PLC | 7,247,811 | $139.2B | 10.09% | |
| 4 | NSANATIONAL STORAGE AFFILIATES | 3,846,289 | $116.2B | 8.42% | |
| 5 | COLDAMERICOLD REALTY TRUST INC | 7,756,293 | $94.9B | 6.88% | |
| 6 | TMHCTAYLOR MORRISON HOME CORP | 1,379,577 | $91.1B | 6.60% | |
| 7 | JBGSJBG SMITH PPTYS | 3,228,894 | $71.8B | 5.20% | |
| 8 | TRTXTPG RE FIN TR INC | 6,898,626 | $59.1B | 4.28% | |
| 9 | AMHAMERICAN HOMES 4 RENT | 1,563,780 | $52.0B | 3.77% | |
| 10 | INNSUMMIT HOTEL PPTYS INC | 9,400,000 | $51.6B | 3.74% | |
| 11 | HHYATT HOTELS CORP | 317,589 | $45.1B | 3.27% | |
| 12 | LXPUSDLXP INDUSTRIAL TRUST | 3,800,000 | $34.0B | 2.47% | |
| 13 | MHOM/I HOMES INC | 227,597 | $32.9B | 2.38% | |
| 14 | HGVHILTON GRAND VACATIONS INC | 648,021 | $27.1B | 1.96% | |
| 15 | CZRCAESARS ENTERTAINMENT INC NE | 959,175 | $25.9B | 1.88% | |
| 16 | ELSEQUITY LIFESTYLE PPTYS INC | 354,911 | $21.5B | 1.56% | |
| 17 | KREFKKR REAL ESTATE FIN TR INC | 2,321,672 | $20.9B | 1.51% | |
| 18 | NXRTNEXPOINT RESIDENTIAL TR INC | 544,089 | $17.5B | 1.27% | |
| 19 | CSRCENTERSPACE | 213,463 | $12.6B | 0.91% | |
| 20 | COMPCOMPASS INC | 1,550,000 | $12.4B | 0.90% | |
| 21 | PLYMPLYMOUTH INDL REIT INC | 492,468 | $11.0B | 0.80% | |
| 22 | MAAMID-AMER APT CMNTYS INC | 67,543 | $9.4B | 0.68% | |
| 23 | SMRTSMARTRENT INC | 6,066,093 | $8.6B | 0.62% | |
| 24 | FUNSIX FLAGS ENTERTAINMENT CORP | 290,000 | $6.6B | 0.48% | |
| 25 | SHOSUNSTONE HOTEL INVS INC NEW | 485,237 | $4.5B | 0.33% | |
| 26 | MTHMERITAGE HOMES CORP | 46,500 | $3.4B | 0.24% | |
| 27 | EQREQUITY RESIDENTIAL | 20,037 | $1.3B | 0.09% | |
| 28 | PLDPROLOGIS INC. | 3,316 | $379.7M | 0.03% |