LONG POND CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INN | 9.40M | $41.55M |
 | TRTX | 7.03M | $54.90M |
 | KREF | 5.73M | $35.09M |
 | IRT | 5.73M | $85.28M |
 | SMRT | 5.61M | $8.42M |
 | COLD | 4.50M | $51.55M |
 | JBGS | 4.41M | $64.49M |
 | DOC | 2.49M | $40.92M |
 | NCLH | 1.73M | $32.35M |
 | PRKS | 1.68M | $54.89M |
 | COMP | 1.22M | $8.89M |
 | JHX | 1.16M | $21.88M |
 | AMH | 1.11M | $31.04M |
 | KRC | 1.04M | $29.32M |
 | FUN | 750K | $13.32M |
 | WH | 702K | $57.00M |
 | SMA | 613K | $18.58M |
 | SAFE | 554K | $7.49M |
 | WYNN | 529K | $53.73M |
 | HGV | 485K | $18.99M |
Summit Hotel Properties, Inc.
INN
Shares Held
9.40M
Value
$41.55M
TPG RE Finance Trust, Inc.
TRTX
Shares Held
7.03M
Value
$54.90M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
5.73M
Value
$35.09M
Independence Realty Trust, Inc.
IRT
Shares Held
5.73M
Value
$85.28M
SmartRent, Inc.
SMRT
Shares Held
5.61M
Value
$8.42M
Americold Realty Trust, Inc.
COLD
Shares Held
4.50M
Value
$51.55M
JBG SMITH Properties
JBGS
Shares Held
4.41M
Value
$64.49M
Healthpeak Properties, Inc.
DOC
Shares Held
2.49M
Value
$40.92M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
1.73M
Value
$32.35M
United Parks & Resorts Inc.
PRKS
Shares Held
1.68M
Value
$54.89M
Compass, Inc.
COMP
Shares Held
1.22M
Value
$8.89M
James Hardie Industries plc
JHX
Shares Held
1.16M
Value
$21.88M
American Homes 4 Rent
AMH
Shares Held
1.11M
Value
$31.04M
Kilroy Realty Corporation
KRC
Shares Held
1.04M
Value
$29.32M
Six Flags Entertainment Corporation
FUN
Shares Held
750K
Value
$13.32M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
702K
Value
$57.00M
Smartstop Self Storage REIT Inc
SMA
Shares Held
613K
Value
$18.58M
Safehold Inc.
SAFE
Shares Held
554K
Value
$7.49M
Wynn Resorts, Limited
WYNN
Shares Held
529K
Value
$53.73M
Hilton Grand Vacations Inc.
HGV
Shares Held
485K
Value
$18.99M