Stock Taper 
LONG POND CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TPG RE Finance Trust, Inc. | TRTX | 7.03M | $58.83M |
 KKR Real Estate Finance Trust Inc. | KREF | 5.81M | $39.76M |
 Independence Realty Trust, Inc. | IRT | 5.13M | $85.57M |
 JBG SMITH Properties | JBGS | 4.02M | $59.03M |
 Compass, Inc. | COMP | 3.59M | $44.32M |
 Americold Realty Trust, Inc. | COLD | 2.69M | $42.21M |
 Hilton Grand Vacations Inc. | HGV | 1.19M | $62.12M |
 Six Flags Entertainment Corporation | FUN | 979.39K | $20.86M |
 SBA Communications Corporation | SBAC | 898.72K | $158.59M |
 United Parks & Resorts Inc. | PRKS | 776.91K | $37.09M |
 NexPoint Residential Trust, Inc. | NXRT | 452.6K | $12.64M |
 Smartstop Self Storage REIT Inc | SMA | 444.84K | $14.46M |
 Churchill Downs Incorporated | CHDN | 398.42K | $35.71M |
 Wynn Resorts, Limited | WYNN | 306.69K | $29.78M |
 Equity LifeStyle Properties, Inc. | ELS | 306.24K | $19.74M |
 Healthpeak Properties, Inc. | DOC | 257.12K | $5.5M |
 Builders FirstSource, Inc. | BLDR | 245.75K | $21.99M |
 Camden Property Trust | CPT | 182.54K | $20.9M |
 Pool Corporation | POOL | 132.4K | $28.45M |
 Ferguson plc | FERG | 103.5K | $24.56M |