Long Pond Capital, LP Portfolio Holdings

Long Pond Capital, LP

  • $1.42 Billion
  • Q1 2025

Long Pond Capital, LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hyatt Hotels Corp with a value of $192M, Toll Brothers, Inc. with a value of $118M, Horton D R Inc with a value of $105M, Hilton Worldwide Holdings Inc. with a value of $81M, and Meritage Homes Corp with a value of $79.8M.

Examining the 13F form we can see an decrease of $441M in the current position value, from $1.86B to 1.42B.

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 $1.42 Billion
Consumer Cyclical: $993 Million
Real Estate: $411 Million
Technology: $12.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$595M
$59.5 Million 4.21% of portfolio
7,303,626
Q4 2024 Added 117.06%
$1.97B
$58.1 Million 4.1% of portfolio
3,603,883
Q1 2025 Reduced 43.12%
$1.34B
$50.5 Million 3.57% of portfolio
11,737,433
Q1 2025 Added 16.75%
$816M
$11.5 Million 0.81% of portfolio
434,767
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $1.42 Billion
  • Prior Value $1.86 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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