Long Pond Capital, LP Portfolio Holdings

Long Pond Capital, LP

  • $1.24 Billion
  • Q3 2025

Long Pond Capital, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Camden Property Trust with a value of $208M, Independence Realty Trust, Inc. with a value of $202M, National Storage Affiliates Trust with a value of $116M, Americold Realty Trust with a value of $94.9M, and Taylor Morrison Home Corp with a value of $91.1M.

Examining the 13F form we can see an decrease of $201M in the current position value, from $1.44B to 1.24B.

Long Pond Capital, LP is based out at New York, NY

Below you can find more details about Long Pond Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
Real Estate: $989 Million
Consumer Cyclical: $225 Million
Technology: $21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.9B
$208 Million 16.82% of portfolio
1,945,698
Q3 2025 Added 90.24%
$3.71B
$202 Million 16.33% of portfolio
12,301,684
Q3 2025 Added 123.65%
$2.7B
$116 Million 9.41% of portfolio
3,846,289
Q3 2025 Added 53.93%
$2.91B
$94.9 Million 7.69% of portfolio
7,756,293
Q3 2025 New
$6.47B
$91.1 Million 7.37% of portfolio
1,379,577
Q3 2025 Reduced 11.66%
$2.05B
$71.8 Million 5.82% of portfolio
3,228,894
Q3 2025 Reduced 15.78%
$693M
$59.1 Million 4.78% of portfolio
6,898,626
Q3 2025 Reduced 5.55%
$11.1B
$52 Million 4.21% of portfolio
1,563,780
Q3 2025 New
$574M
$51.6 Million 4.18% of portfolio
9,400,000
Q2 2025 New
$7.63B
$45.1 Million 3.65% of portfolio
317,589
Q3 2025 Reduced 65.53%
$12.9B
$34 Million 2.76% of portfolio
3,800,000
Q3 2025 Added 2,433.33%
$3.53B
$32.9 Million 2.66% of portfolio
227,597
Q3 2025 Added 86.34%
$4.63B
$27.1 Million 2.19% of portfolio
648,021
Q3 2025 Reduced 50.56%
$4.24B
$25.9 Million 2.1% of portfolio
959,175
Q3 2025 Added 956.67%
$11.6B
$21.5 Million 1.74% of portfolio
354,911
Q3 2025 New
$574M
$20.9 Million 1.69% of portfolio
2,321,672
Q3 2025 New
$1.03B
$12.6 Million 1.02% of portfolio
213,463
Q3 2025 New
$3.88B
$12.4 Million 1.01% of portfolio
1,550,000
Q3 2025 New
$895M
$11 Million 0.89% of portfolio
492,468
Q3 2025 New
$15.1B
$9.44 Million 0.76% of portfolio
67,543
Q3 2025 Reduced 28.46%
$285M
$8.55 Million 0.69% of portfolio
6,066,093
Q3 2025 Reduced 39.74%
$2.16B
$4.93 Million 0.4% of portfolio
485,237
Q3 2025 New
$2.44B
$3.37 Million 0.27% of portfolio
46,500
Q3 2025 Reduced 83.29%
$22.5B
$1.3 Million 0.1% of portfolio
20,037
Q3 2025 New
$114B
$379,000 0.03% of portfolio
3,316
Q3 2025 Reduced 90.4%
Six Flags Entertainment Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 91.2%
James Hardie Inds PLC
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $1.24 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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