Filer Name: LONG POND CAPITAL, LP
CIK: 1499066
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 28
Portfolio Value: $1.97B

Long Pond Capital, Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ADC US AGREE REALTY CORP 3,029,301 $213M 10.83% - -
IRT US INDEPENDENCE REALTY TRUST IN 8,505,173 $169M 8.56% 0.1% -
DHI US DR HORTON INC 1,169,024 $163M 8.29% 3.1% -
CPT US CAMDEN PROPERTY TRUST 1,144,520 $133M 6.74% 12.3% -
LEN US LENNAR CORP-A 920,282 $125M 6.37% 47.5% -
MAA US MID-AMERICA APARTMENT COMM 685,611 $106M 5.38% -4.4% -
PLYA US PLAYA HOTELS & RESORTS NV 7,941,444 $100M 5.10% 16.2% -
JBGS US JBG SMITH PROPERTIES 6,335,832 $97M 4.94% -1.2% -
DOC US HEALTHPEAK PROPERTIES INC 4,286,388 $87M 4.41% 100.0% -
RRR US RED ROCK RESORTS INC-CLASS A 1,474,153 $68M 3.46% 142.5% -
VTMX US CORP INMOBILIARIA VESTA-ADR 2,663,169 $68M 3.46% 1.1% -
WYNN US WYNN RESORTS LTD 761,897 $66M 3.33% 89.5% -
TRTX US TPG RE FINANCE TRUST INC 7,303,626 $62M 3.15% 117.1% -
NNN US NNN REIT INC 1,483,845 $61M 3.07% -17.2% -
REXR US REXFORD INDUSTRIAL REALTY IN 1,515,651 $59M 2.97% 100.0% -
IGT US INTERNATIONAL GAME TECHNOLOG 3,103,069 $55M 2.78% -24.7% -
HGV US HILTON GRAND VACATIONS INC 1,385,255 $54M 2.74% -48.1% -
PGRE US PARAMOUNT GROUP INC 10,053,335 $50M 2.52% 12.5% -
COLD US AMERICOLD REALTY TRUST INC 2,071,821 $44M 2.25% - -
LEN US LENNAR CORP-A 300,000 $41M 2.08% 47.5% Call
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