Long Pond Capital, LP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.02 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Agree Realty Corp with a value of $228M, Horton D R Inc with a value of $216M, Independence Realty Trust, Inc. with a value of $174M, Camden Property Trust with a value of $126M, and Lennar Corp with a value of $117M.

Examining the 13F form we can see an increase of $344M in the current position value, from $1.68B to 2.02B.

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 $2.02 Billion
Real Estate: $1.29 Billion
Consumer Cyclical: $715 Million
Technology: $17.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $2.02 Billion
  • Prior Value $1.68 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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