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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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