Long Pond Capital, Lp Top Holdings and 13F Report (2025) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $1.97 billion in total holdings as of December 31, 2024.Long Pond Capital, Lp owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 22.28% of the portfolio was purchased this quarter.About 26.87% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 38 new stocks and bought additional shares in 12 stocks.Long Pond Capital, Lp sold shares of 7 stocks and completely divested from 15 stocks this quarter.Largest Holdings Agree Realty $213,414,255Independence Realty Trust $168,742,632Lennar $166,409,856D.R. Horton $163,452,936Camden Property Trust $132,810,101 Largest New Holdings this Quarter Healthpeak Properties $86,885,085 HoldingRexford Industrial Realty $58,595,068 HoldingCaesars Entertainment $14,781,499 Holding Largest Purchases this Quarter Healthpeak Properties 4,286,388 shares (about $86.89M)Lennar 596,482 shares (about $81.34M)Rexford Industrial Realty 1,515,651 shares (about $58.60M)International Game Technology 2,447,105 shares (about $43.22M)Red Rock Resorts 866,320 shares (about $40.06M) Largest Sales this Quarter Hilton Grand Vacations 1,285,488 shares (about $50.07M)Sun Communities 357,039 shares (about $43.91M)Safehold 971,260 shares (about $17.95M)NNN REIT 309,227 shares (about $12.63M)Five Point 1,959,036 shares (about $7.41M) 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$213,414,2550.0%3,029,30110.8%FinanceIRTIndependence Realty Trust$168,742,632$141,459 ▲0.1%8,505,1738.6%FinanceLENLennar$166,409,856$81,342,250 ▲95.6%1,220,2828.4%ConstructionDHID.R. Horton$163,452,936$4,885,870 ▲3.1%1,169,0248.3%ConstructionCPTCamden Property Trust$132,810,101$14,553,621 ▲12.3%1,144,5206.7%FinanceMAAMid-America Apartment Communities$105,974,892$4,863,700 ▼-4.4%685,6115.4%FinancePLYAPlaya Hotels & Resorts$100,459,267$14,015,985 ▲16.2%7,941,4445.1%Consumer DiscretionaryJBGSJBG SMITH Properties$97,381,738$1,134,859 ▼-1.2%6,335,8324.9%FinanceIGTInternational Game Technology$90,120,199$43,215,875 ▲92.1%5,103,0694.6%Consumer DiscretionaryPEAKHealthpeak Properties$86,885,085$86,885,085 ▲New Holding4,286,3884.4%FinanceVTMXCorporación Inmobiliaria Vesta$68,177,126$768,000 ▲1.1%2,663,1693.5%FinanceRRRRed Rock Resorts$68,164,835$40,058,637 ▲142.5%1,474,1533.5%Consumer DiscretionaryWYNNWynn Resorts$65,645,046$30,999,765 ▲89.5%761,8973.3%Consumer DiscretionaryTRTXTPG RE Finance Trust$62,080,821$33,479,800 ▲117.1%7,303,6263.1%FinanceNNNNNN REIT$60,615,068$12,631,923 ▼-17.2%1,483,8453.1%FinanceREXRRexford Industrial Realty$58,595,068$58,595,068 ▲New Holding1,515,6513.0%FinanceHGVHilton Grand Vacations$53,955,682$50,069,757 ▼-48.1%1,385,2552.7%Consumer DiscretionaryPGREParamount Group$49,663,475$5,514,991 ▲12.5%10,053,3352.5%FinanceCOLDAmericold Realty Trust$44,336,9690.0%2,071,8212.2%FinanceNET LEASE OFFICE PROPERTIES$26,890,5670.0%861,6011.4%COMMTHMeritage Homes$25,004,518$10,044,600 ▲67.1%162,5571.3%ConstructionSMRTSmartRent$17,615,6630.0%10,066,0930.9%Business ServicesSUISun Communities$15,247,542$43,905,085 ▼-74.2%123,9940.8%FinanceCZRCaesars Entertainment$14,781,499$14,781,499 ▲New Holding442,2950.7%Consumer DiscretionarySAFESafehold$14,145,793$17,948,885 ▼-55.9%765,4650.7%FinanceFPHFive Point$737,712$7,405,152 ▼-90.9%195,1620.0%FinanceNSANational Storage Affiliates Trust$0$99,533,723 ▼-100.0%00.0%FinanceSIX FLAGS ENTERTAINMENT CORP$0$58,384,319 ▼-100.0%00.0%COMSTWDStarwood Property Trust$0$52,070,900 ▼-100.0%00.0%FinanceHLTHilton Worldwide$0$29,647,141 ▼-100.0%00.0%Consumer DiscretionaryNTSTNETSTREIT$0$27,834,123 ▼-100.0%00.0%FinanceTNLTravel + Leisure$0$23,915,981 ▼-100.0%00.0%Consumer DiscretionaryWHWyndham Hotels & Resorts$0$21,282,445 ▼-100.0%00.0%Consumer DiscretionaryUDRUDR$0$18,576,750 ▼-100.0%00.0%FinanceNXRTNexPoint Residential Trust$0$12,537,833 ▼-100.0%00.0%FinanceKRGKite Realty Group Trust$0$9,628,000 ▼-100.0%00.0%FinanceXHRXenia Hotels & Resorts$0$9,212,965 ▼-100.0%00.0%FinanceBYDBoyd Gaming$0$8,613,190 ▼-100.0%00.0%Consumer DiscretionaryFORForestar Group$0$8,361,074 ▼-100.0%00.0%FinanceSITE CTRS CORP$0$6,439,560 ▼-100.0%00.0%COMCLDTChatham Lodging Trust$0$5,616,776 ▼-100.0%00.0%FinanceShowing 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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