Long Pond Capital, LP Portfolio Holdings by Sector
Long Pond Capital, LP
- $1.86 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Residential | Real Estate
IRT CPT MAA SUI 4 stocks |
$422,773
22.77% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI LEN LEN MTH 4 stocks |
$354,865
19.11% of portfolio
|
  4  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PLYA RRR WYNN HGV CZR 5 stocks |
$303,004
16.32% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
ADC NNN 2 stocks |
$274,029
14.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
JBGS PGRE 2 stocks |
$147,044
7.92% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
REXR COLD 2 stocks |
$102,931
5.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
IGT IGT 2 stocks |
$90,120
4.85% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
PEAK 1 stocks |
$81,312
4.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
TRTX 1 stocks |
$62,080
3.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
SMRT 1 stocks |
$17,615
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate—Development | Real Estate
FPH 1 stocks |
$737
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|