Long Pond Capital, LP Purchases and Sells in Q2 2024

Long Pond Capital, LP

$1.68 Billion
Q2 2024

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MAA	548K + 550.89%	$123.79 - $143.32 $67.8M - $78.5M	647K $92.3M
DHI	509K + 77.2%	$139.4 - $161.88 $71M - $82.4M	1.17M $165M
HGV	823K + 217.96%	$39.4 - $46.75 $32.4M - $38.5M	1.2M $48.6M
PGRE	4.26M + 131.4%	$4.37 - $4.89 $18.6M - $20.8M	7.5M $34.7M
SMRT	5.32M + 133.14%	$2.26 - $2.83 $12M - $15.1M	9.32M $22.3M
TRTX	698K + 32.38%	$7.09 - $8.87 $4.95M - $6.19M	2.85M $24.6M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBAC	426K New	$186.12 - $218.6 $79.3M - $93.2M	426K $83.7M
CCI	334K New	$93.05 - $104.26 $31.1M - $34.8M	334K $32.6M
IGT	1.57M New	$19.1 - $22.03 $29.9M - $34.5M	1.57M $32.1M
CBRE	336K New	$84.9 - $96.51 $28.5M - $32.4M	336K $29.9M
NXRT	614K New	$30.6 - $39.51 $18.8M - $24.3M	614K $24.3M
RRR	400K New	$48.57 - $62.48 $19.4M - $25M	400K $22M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CPT	-602K - 37.23%	$95.05 - $111.1 $57.2M - $66.9M	1.01M $111M
NNN	-741K - 28.04%	$39.37 - $42.77 $29.2M - $31.7M	1.9M $81.1M
NTST	-985K - 16.51%	$16.1 - $18.25 $15.9M - $18M	4.98M $80.2M
IRT	-1.92M - 18.47%	$15.37 - $18.74 $29.6M - $36.1M	8.49M $159M
ADC	-347K - 12.09%	$54.9 - $61.95 $19M - $21.5M	2.52M $156M
JBGS	-82.6K - 1.18%	$13.84 - $16.16 $1.14M - $1.34M	6.89M $105M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHI	160K New	$139.4 - $161.88 $22.3M - $25.9M	160K $22.5M

Activity Summary All Purchases 25 New Holdings 14 Increased Positions 11 All Sells 7 Reductions 7 Sold out 0 Calls 1 Puts 0

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