Long Pond Capital, Lp Top Holdings and 13F Report (2024) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $2.23 billion in total holdings as of September 30, 2024.Long Pond Capital, Lp owns shares of 38 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 33.58% of the portfolio was purchased this quarter.About 26.60% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 35 new stocks and bought additional shares in 13 stocks.Long Pond Capital, Lp sold shares of 9 stocks and completely divested from 10 stocks this quarter.Largest Holdings Agree Realty $228,197,244D.R. Horton $216,348,442Independence Realty Trust $174,209,882Camden Property Trust $125,889,547Lennar $116,950,024 Largest New Holdings this Quarter Lennar $116,950,024 HoldingSun Communities $65,011,610 HoldingSIX FLAGS ENTERTAINMENT CORP $58,384,319 HoldingStarwood Property Trust $52,070,900 HoldingWynn Resorts $38,553,732 Holding Largest Purchases this Quarter Lennar 623,800 shares (about $116.95M)National Storage Affiliates Trust 1,672,044 shares (about $80.59M)Sun Communities 481,033 shares (about $65.01M)SIX FLAGS ENTERTAINMENT CORP 1,448,383 shares (about $58.38M)Hilton Grand Vacations 1,469,823 shares (about $53.38M) Largest Sales this Quarter Americold Realty Trust 2,313,486 shares (about $65.40M)NETSTREIT 3,298,205 shares (about $54.52M)D.R. Horton 195,000 shares (about $37.20M)Safehold 925,854 shares (about $24.29M)Boyd Gaming 237,728 shares (about $15.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLong Pond Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADCAgree Realty$228,197,244$38,229,975 ▲20.1%3,029,30110.2%FinanceDHID.R. Horton$216,348,442$37,200,150 ▼-14.7%1,134,0809.7%ConstructionIRTIndependence Realty Trust$174,209,882$150,983 ▲0.1%8,498,0437.8%FinanceCPTCamden Property Trust$125,889,547$552,797 ▲0.4%1,019,1015.6%FinanceLENLennar$116,950,024$116,950,024 ▲New Holding623,8005.2%ConstructionMAAMid-America Apartment Communities$113,943,535$11,133,487 ▲10.8%717,0775.1%FinanceJBGSJBG SMITH Properties$112,040,997$8,443,697 ▼-7.0%6,409,6685.0%FinanceNSANational Storage Affiliates Trust$99,533,723$80,592,521 ▲425.5%2,065,0154.5%FinanceHGVHilton Grand Vacations$97,001,386$53,383,971 ▲122.4%2,670,7434.4%Consumer DiscretionaryNNNNNN REIT$86,946,061$5,333,900 ▼-5.8%1,793,0723.9%FinanceVTMXCorporación Inmobiliaria Vesta$70,937,573$27,094,501 ▲61.8%2,633,1693.2%FinanceSUISun Communities$65,011,610$65,011,610 ▲New Holding481,0332.9%FinanceCOLDAmericold Realty Trust$58,570,380$65,402,250 ▼-52.8%2,071,8212.6%FinanceSIX FLAGS ENTERTAINMENT CORP$58,384,319$58,384,319 ▲New Holding1,448,3832.6%COMIGTInternational Game Technology$56,572,033$23,203,112 ▲69.5%2,655,9642.5%Consumer DiscretionaryPLYAPlaya Hotels & Resorts$52,959,323$22,026,934 ▲71.2%6,833,4612.4%Consumer DiscretionarySTWDStarwood Property Trust$52,070,900$52,070,900 ▲New Holding2,555,0002.3%FinanceSAFESafehold$45,554,297$24,285,151 ▼-34.8%1,736,7252.0%FinancePGREParamount Group$43,969,745$7,063,049 ▲19.1%8,936,9402.0%FinanceWYNNWynn Resorts$38,553,732$38,553,732 ▲New Holding402,1041.7%Consumer DiscretionaryRRRRed Rock Resorts$33,090,429$11,299,185 ▲51.9%607,8331.5%Consumer DiscretionaryHLTHilton Worldwide$29,647,141$29,647,141 ▲New Holding128,6211.3%Consumer DiscretionaryTRTXTPG RE Finance Trust$28,701,966$4,366,780 ▲17.9%3,364,8261.3%FinanceNTSTNETSTREIT$27,834,123$54,519,328 ▼-66.2%1,683,8551.2%FinanceNET LEASE OFFICE PROPERTIES$26,382,2230.0%861,6011.2%COMTNLTravel + Leisure$23,915,981$23,915,981 ▲New Holding519,0101.1%Consumer DiscretionaryWHWyndham Hotels & Resorts$21,282,445$21,282,445 ▲New Holding272,3631.0%Consumer DiscretionaryMTHMeritage Homes$19,944,288$19,944,288 ▲New Holding97,2560.9%ConstructionUDRUDR$18,576,750$18,576,750 ▲New Holding409,7210.8%FinanceSMRTSmartRent$17,414,341$1,297,500 ▲8.1%10,066,0930.8%Business ServicesNXRTNexPoint Residential Trust$12,537,833$14,499,491 ▼-53.6%284,8860.6%FinanceKRGKite Realty Group Trust$9,628,0000.0%362,5000.4%FinanceXHRXenia Hotels & Resorts$9,212,965$9,212,965 ▲New Holding623,7620.4%FinanceFPHFive Point$8,939,922$952,354 ▼-9.6%2,154,1980.4%FinanceBYDBoyd Gaming$8,613,190$15,369,115 ▼-64.1%133,2280.4%Consumer DiscretionaryFORForestar Group$8,361,074$8,361,074 ▲New Holding258,2970.4%FinanceSITE CTRS CORP$6,439,560$6,439,560 ▲New Holding106,4390.3%COMCLDTChatham Lodging Trust$5,616,7760.0%659,2460.3%FinanceSBACSBA Communications$0$83,687,009 ▼-100.0%00.0%FinanceSITCSITE Centers$0$80,783,923 ▼-100.0%00.0%FinanceSILA REALTY TRUST INC$0$49,981,439 ▼-100.0%00.0%COMMON STOCKREXRRexford Industrial Realty$0$46,975,788 ▼-100.0%00.0%FinanceCCICrown Castle$0$32,634,731 ▼-100.0%00.0%FinanceCBRECBRE Group$0$29,940,960 ▼-100.0%00.0%FinanceCSGPCoStar Group$0$16,496,150 ▼-100.0%00.0%Computer and TechnologyMSGEMadison Square Garden Entertainment$0$12,407,211 ▼-100.0%00.0%Consumer DiscretionarySMITH DOUGLAS HOMES CORP$0$9,752,079 ▼-100.0%00.0%COM SHS CL AEVRIEveri$0$4,452,781 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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