Long Pond Capital
Long Pond Capital reported 30 stocks worth $954M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SBAC (16.6%), IRT (9.0%) and JAN (7.7%). Compared with Q1 2026, the fund opened new positions in SBAC, CHDN and FERG, added to HGV, COMP and KREF, trimmed IRT, JAN and JBGS and sold out of INN, NCLH and H.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SBAC Sba Communications Corp New | $159M | 16.6% | 899K | New position | 1 of 8 | |
| 2 |  IRT Independence Rlty TR Inc | $85.6M | 9.0% | 5.1M | −600K (−10%) | 8 of 8 | |
| 3 |  JAN Janus Living Inc | $73.8M | 7.7% | 2.6M | −721K (−22%) | 2 of 8 | |
| 4 |  HGV Hilton Grand Vacations Inc | $62.1M | 6.5% | 1.2M | +701K (+144%) | 8 of 8 | |
| 5 |  JBGS Jbg Smith Pptys | $59M | 6.2% | 4M | −390K (−9%) | 8 of 8 | |
| 6 |  TRTX Tpg RE Fin TR Inc | $58.8M | 6.2% | 7M | No change | 8 of 8 | |
| 7 |  COMP Compass Inc | $44.3M | 4.7% | 3.6M | +2.4M (+195%) | 4 of 8 | |
| 8 |  COLD Americold Realty Trust Inc | $42.2M | 4.4% | 2.7M | −1.8M (−40%) | 6 of 8 | |
| 9 |  KREF KKR Real Estate Fin TR Inc | $39.8M | 4.2% | 5.8M | +80K (+1%) | 4 of 8 | |
| 10 |  PRKS UNITED PARKS & RESORTS INC | $37.1M | 3.9% | 777K | −904K (−54%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INN Summit Hotel Pptys Inc | $41.5M | 9.4M |
 NCLH Norwegian Cruise Line Hldg L | $32.4M | 1.7M |
 H Hyatt Hotels Corp | $32.2M | 224K |
 AMH American Homes 4 Rent | $31M | 1.1M |
 KRC Kilroy Rlty Corp | $29.3M | 1M |
🔒 Free account: see all 12.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SBAC Sba Communications Corp New | Call | $86.5M | 490K | +90,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Long Pond Capital 13F FAQ
What does Long Pond Capital own?
Long Pond Capital reported 30 stocks worth $954M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SBAC (16.6%), IRT (9.0%) and JAN (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Long Pond Capital buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 6 added to, 10 trimmed and 12 sold out. New positions include SBAC, CHDN and FERG. It sold all of INN, NCLH and H.
When will Long Pond Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Long Pond Capital's portfolio worth?
The Q2 2026 filing reports $954M in US stocks ($1B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.