Long Pond Capital, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Long Pond Capital, LP held in its portfolio 30 assets valued at $851,193,431 (i.e. $851.19M).

The most valuable assets in the portfolio included: AMERICOLD REALTY TRUST INC ($74.91M), NATIONAL STORAGE AFFILIATES ($73.10M), and JBG SMITH PPTYS ($70.55M).

The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Long Pond Capital, LP Portfolio
AMERICOLD REALTY TRUST INC
NATIONAL STORAGE AFFILIATES
JBG SMITH PPTYS
TPG RE FIN TR INC
COMPASS INC
SUMMIT HOTEL PPTYS INC
PROLOGIS INC.
GAMING & LEISURE PPTYS INC
CAESARS ENTERTAINMENT INC NE
HILTON GRAND VACATIONS INC
Long Pond Capital, LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
AMERICOLD REALTY TRUST INC 5824989 74909359 COM
NATIONAL STORAGE AFFILIATES 2591313 73100940 COM SHS BEN IN
JBG SMITH PPTYS 4147399 70547257 COM
TPG RE FIN TR INC 7032626 60550910 COM
COMPASS INC 5000000 52850000 CL A
SUMMIT HOTEL PPTYS INC 9400000 45778000 COM
PROLOGIS INC. 350000 44681000 COM
GAMING & LEISURE PPTYS INC 993810 44413369 COM
CAESARS ENTERTAINMENT INC NE 1479336 34601669 COM
HILTON GRAND VACATIONS INC 732021 32757940 COM
HYATT HOTELS CORP 203489 32623356 COM CL A
UNITED PARKS & RESORTS INC 855000 31036500 COM
CENTERSPACE 444101 29630419 COM
WYNDHAM HOTELS & RESORTS INC 337800 25524168 COM
AVALONBAY CMNTYS INC 140000 25383400 COM
NEXPOINT RESIDENTIAL TR INC 842870 25370387 COM
ALEXANDRIA REAL ESTATE EQ IN 479200 23452048 COM
INDEPENDENCE RLTY TR INC 1000578 17490103 COM
TREX CO INC 484286 16988753 COM
SAFEHOLD INC 944939 12936215 COM
KKR REAL ESTATE FIN TR INC 1563088 12848583 COM
CUBESMART 346928 12506754 COM
SMARTRENT INC 5610150 11332503 COM CL A
M/I HOMES INC 71096 9096733 COM
LINEAGE INC 184158 6445530 COM
SL GREEN RLTY CORP 138230 6340610 COM
CAMDEN PPTY TR 53679 5908984 SH BEN INT
MID-AMER APT CMNTYS INC 39723 5517922 COM
SUNSTONE HOTEL INVS INC NEW 485237 4338019 COM
VERIS RESIDENTIAL INC 150000 2232000 COM