Stock Taper 
LONG POND CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Home Depot, Inc. | HD | 29.5K | $10.4M |
 Wyndham Hotels & Resorts, Inc. | WH | 30K | $2.53M |
 Mid-America Apartment Communities, Inc. | MAA | 40.5K | $5.63M |
 Lowe's Companies, Inc. | LOW | 44.25K | $9.76M |
 M/I Homes, Inc. | MHO | 55.23K | $8.88M |
 Louisiana-Pacific Corporation | LPX | 94K | $7.39M |
 Alexandria Real Estate Equities, Inc. | ARE | 94.79K | $5.01M |
 Ferguson plc | FERG | 103.5K | $24.56M |
 Pool Corporation | POOL | 132.4K | $28.45M |
 Camden Property Trust | CPT | 182.54K | $20.9M |
 Builders FirstSource, Inc. | BLDR | 245.75K | $21.99M |
 Healthpeak Properties, Inc. | DOC | 257.12K | $5.5M |
 Equity LifeStyle Properties, Inc. | ELS | 306.24K | $19.74M |
 Wynn Resorts, Limited | WYNN | 306.69K | $29.78M |
 Churchill Downs Incorporated | CHDN | 398.42K | $35.71M |
 Smartstop Self Storage REIT Inc | SMA | 444.84K | $14.46M |
 NexPoint Residential Trust, Inc. | NXRT | 452.6K | $12.64M |
 United Parks & Resorts Inc. | PRKS | 776.91K | $37.09M |
 SBA Communications Corporation | SBAC | 898.72K | $158.59M |
 Six Flags Entertainment Corporation | FUN | 979.39K | $20.86M |