Long Pond Capital, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Long Pond Capital, LP

CIK Number: 0001499066

1.55B
Market Value
32
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 H Hyatt Hotels Co...
145.27
+1.28% 1.57M +100.00% 191.92M 122.5 12.48% Share
2 TOL Toll Brothers, ...
145.51
+3.35% 1.12M +100.00% 117.87M 105.59 7.66% Share
3 DHI D.R. Horton, In...
176.92
+2.76% 829.07K -29.08% 105.4M 142.32 6.85% Share
4 HLT Hilton Worldwid...
277.95
+1.07% 355.96K +100.00% 81M 227.55 5.27% Share
5 MTH Meritage Homes ...
81.53
+6.18% 1.13M +592.68% 79.81M 77.05 5.19% Share
6 FUN Six Flags Enter...
25.57
+8.07% 2.12M +100.00% 75.78M 35.67 4.93% Share
7 HGV Hilton Grand Va...
48.00
+1.98% 1.83M +32.07% 68.44M 37.5 4.45% Share
8 KRG Kite Realty Gro...
23.02
+1.12% 2.71M +100.00% 60.62M 22.37 3.94% Share
9 TRTX TPG RE Finance ...
9.51
+1.22% 7.3M 0.00% 59.52M 8.29 3.87% Share
10 JBGS JBG SMITH Prope...
21.96
+2.14% 3.6M -43.12% 58.06M 29.25 3.78% Share
11 RRR Red Rock Resort...
61.97
+0.10% 1.21M -17.7% 52.62M 49.44 3.42% Share
12 IGT International G...
16.29
+3.07% 3.22M +3.90% 52.42M 19.97 3.41% Share
13 PGRE Paramount Group...
7.41
+0.54% 11.74M +16.75% 50.47M 4.61 3.28% Share
14 PLYA Playa Hotels & ...
13.48
0.00% 3.76M -52.68% 50.09M 8.3 3.26% Share
15 CUBE CubeSmart
40.97
+0.31% 1.11M +100.00% 47.36M 42.71 3.08% Share
16 WYNN Wynn Resorts, L...
122.89
-2.1% 539.2K -29.23% 45.02M 91.29 2.93% Share
17 CPT Camden Property...
110.36
+0.87% 330.33K -71.14% 40.4M 110.82 2.63% Share
18 TMHC Taylor Morrison...
70.09
+3.84% 671.97K +100.00% 40.35M 60.04 2.62% Share
19 KRC Kilroy Realty C...
41.38
-0.62% 738.2K +100.00% 24.18M 32.76 1.57% Share
20 VTMX Corporación Inm...
27.71
+0.51% 949.94K -64.33% 21.67M 32.56 1.41% Share
21 WH Wyndham Hotels ...
86.17
+0.14% 233.15K +100.00% 21.1M 90.51 1.37% Share
22 REXR Rexford Industr...
42.11
+2.78% 528.58K -65.13% 20.69M 38.66 1.35% Share
23 IRT Independence Re...
17.79
+0.94% 827.81K -90.27% 17.57M 16.09 1.14% Share
24 CZR Caesars Enterta...
25.75
+3.46% 681.19K +54.01% 17.03M 30.47 1.11% Share
25 MAA Mid-America Apa...
144.03
+0.43% 93.53K -86.36% 15.67M 141.98 1.02% Share
26 PHM PulteGroup, Inc...
137.63
+3.24% 137.66K +100.00% 14.15M 102.8 0.92% Share
27 MSGE Madison Square ...
40.52
+0.25% 416.31K +100.00% 13.63M 32.74 0.89% Share
28 SMRT SmartRent, Inc.
1.42
-1.74% 10.07M 0.00% 12.18M 2.42 0.79% Share
29 VAC Marriott Vacati...
78.79
+1.36% 180.09K +100.00% 11.57M 64.24 0.75% Share
30 GDEN Golden Entertai...
24.65
+2.07% 434.77K +100.00% 11.47M 26.39 0.75% Share
31 DEI Douglas Emmett,...
16.57
+2.60% 589.42K +100.00% 9.43M 16 0.61% Share
32 VNO Vornado Realty ...
39.88
+1.40% 178.75K +100.00% 6.61M 36.99 0.43% Share