Long Pond Capital, LP

CIK Number: 0001499066

1.54B
Market Value
26
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 ADC Agree Realty Co...
74.91
-1.17% 3.03M 0.00% 213.41M 60.96 10.83%
2 IRT Independence Re...
17.76
+0.03% 8.51M +0.08% 168.74M 16.09 8.56%
3 DHI D.R. Horton, In...
129.59
+0.72% 1.17M +3.08% 163.45M 142.32 8.29%
4 CPT Camden Property...
115.66
-0.52% 1.14M +12.31% 132.81M 110.82 6.74%
5 LEN Lennar Corporat...
111.76
+1.02% 920.28K +47.53% 125.5M 171.01 6.37%
6 MAA Mid-America Apa...
149.26
-0.6% 685.61K -4.39% 105.97M 141.98 5.38%
7 PLYA Playa Hotels & ...
13.48
0.00% 7.94M +16.21% 100.46M 8.3 5.10%
8 JBGS JBG SMITH Prope...
17.15
-2.17% 6.34M -1.15% 97.38M 29.25 4.94%
9 DOC Healthpeak Prop...
17.48
-0.06% 4.29M +100.00% 86.89M 20.27 4.41%
10 VTMX Corporación Inm...
27.26
+1.45% 2.66M +1.14% 68.18M 32.56 3.46%
11 RRR Red Rock Resort...
51.90
+1.90% 1.47M +142.53% 68.16M 49.44 3.46%
12 WYNN Wynn Resorts, L...
91.00
+1.45% 761.9K +89.48% 65.65M 91.29 3.33%
13 TRTX TPG RE Finance ...
7.99
+0.82% 7.3M +117.06% 62.08M 8.29 3.15%
14 NNN National Retail...
42.98
-1% 1.48M -17.25% 60.62M 42.28 3.07%
15 REXR Rexford Industr...
37.26
+0.83% 1.52M +100.00% 58.6M 38.66 2.97%
16 IGT International G...
15.63
+2.73% 3.1M +16.83% 54.8M 20.11 2.78%
17 HGV Hilton Grand Va...
40.91
+2.05% 1.39M -48.13% 53.96M 37.53 2.74%
18 PGRE Paramount Group...
6.25
-2.88% 10.05M +12.49% 49.66M 4.66 2.52%
19 COLD Americold Realt...
17.39
+2.66% 2.07M 0.00% 44.34M 24.51 2.25%
20 NLOP Net Lease Offic...
33.42
+0.09% 861.6K 0.00% 26.89M 18.48 1.36%
21 MTH Meritage Homes ...
67.54
+0.88% 162.56K +67.14% 25M 92.24 1.27%
22 SMRT SmartRent, Inc.
0.93
+2.08% 10.07M 0.00% 17.62M 2.42 0.89%
23 SUI Sun Communities...
128.31
+0.29% 123.99K -74.22% 15.25M 135.15 0.77%
24 CZR Caesars Enterta...
29.61
+3.88% 442.3K +100.00% 14.78M 33.42 0.75%
25 SAFE Safehold Inc.
15.54
-0.42% 765.47K -55.92% 14.15M 23.08 0.72%
26 FPH Five Point Hold...
5.80
+4.88% 195.16K -90.94% 737.71K 10.39 0.04%