Long Pond Capital, LP Portfolio Holdings

Long Pond Capital, LP

  • $1.44 Billion
  • Q2 2025

Long Pond Capital, LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.44 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hyatt Hotels Corp with a value of $129M, Wyndham Hotels & Resorts, Inc. with a value of $122M, International Game Technology PLC with a value of $120M, Camden Property Trust with a value of $115M, and Independence Realty Trust, Inc. with a value of $97.3M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $1.42B to 1.44B.

Long Pond Capital, LP is based out at New York, NY

Below you can find more details about Long Pond Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.44 Billion
Consumer Cyclical: $804 Million
Real Estate: $622 Million
Technology: $9.97 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.05B
$129 Million 8.96% of portfolio
921,222
Q2 2025 Reduced 41.2%
$7.73B
$122 Million 8.52% of portfolio
1,505,781
Q2 2025 Added 545.83%
$2.89B
$120 Million 8.33% of portfolio
7,566,764
Q2 2025 Added 134.7%
$11.2B
$115 Million 8.03% of portfolio
1,022,742
Q2 2025 Added 209.61%
$3.9B
$97.3 Million 6.78% of portfolio
5,500,502
Q2 2025 Added 564.46%
$55B
$96 Million 6.69% of portfolio
744,637
Q2 2025 Reduced 10.18%
$7.16B
$95.9 Million 6.68% of portfolio
1,561,586
Q2 2025 Added 132.39%
$2.75B
$79.9 Million 5.57% of portfolio
2,498,789
Q2 2025 New
$14.5B
$73.3 Million 5.1% of portfolio
641,844
Q2 2025 Reduced 42.5%
$2.28B
$66.3 Million 4.62% of portfolio
3,834,033
Q2 2025 Added 6.39%
$698M
$56.4 Million 3.93% of portfolio
7,303,626
Q4 2024 Added 117.06%
$5.29B
$54.4 Million 3.79% of portfolio
1,310,726
Q2 2025 Reduced 28.36%
$13.6B
$51.4 Million 3.58% of portfolio
200,837
Q2 2025 New
$572M
$47.8 Million 3.33% of portfolio
9,400,000
Q2 2025 New
$3.52B
$47 Million 3.27% of portfolio
902,644
Q2 2025 Reduced 25.6%
$55.4B
$33.5 Million 2.33% of portfolio
208,500
Q2 2025 New
$2.72B
$18.6 Million 1.3% of portfolio
278,334
Q2 2025 Reduced 75.28%
$1.16B
$14.7 Million 1.02% of portfolio
1,697,757
Q2 2025 New
$1.5B
$13.9 Million 0.97% of portfolio
2,282,871
Q2 2025 Reduced 80.55%
$16B
$14 Million 0.97% of portfolio
94,417
Q2 2025 Added 0.95%
$3.75B
$13.7 Million 0.95% of portfolio
122,140
Q2 2025 New
$269M
$9.97 Million 0.69% of portfolio
10,066,093
Q3 2024 Added 8.05%
$96.8B
$3.63 Million 0.25% of portfolio
34,550
Q2 2025 New
$5.28B
$2.58 Million 0.18% of portfolio
90,773
Q2 2025 Reduced 86.67%
$2.27B
$1.24 Million 0.09% of portfolio
150,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $1.44 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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