Back to Long Pond Capital, LP
Q2 2026 13F filing
Updated 28 days ago31 disclosed positions worth $1B
Portfolio value
$1B
Total holdings
31
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SBAC SBA COMMUNICATIONS CORP | $158.6M | 898.7K | 15.24% | — |
| 2 | S SBAC SBA COMMUNICATIONS CORP | $86.5M | 490.0K | 8.31% | — |
| 3 | I IRT INDEPENDENCE RLTY TR INC | $85.6M | 5.13M | 8.23% | — |
| 4 | J JAN JANUS LIVING INC | $73.8M | 2.57M | 7.10% | — |
| 5 | H HGV HILTON GRAND VACATIONS INC | $62.1M | 1.19M | 5.97% | — |
| 6 | J JBGS JBG SMITH PPTYS | $59M | 4.02M | 5.67% | — |
| 7 | ? N/A TPG RE FIN TR INC | $58.8M | 7.03M | 5.66% | — |
| 8 | C CONE COMPASS INC | $44.3M | 3.59M | 4.26% | — |
| 9 | C COLD AMERICOLD REALTY TRUST INC | $42.2M | 2.69M | 4.06% | — |
| 10 | K KREF-PA KKR REAL ESTATE FIN TR INC | $39.8M | 5.81M | 3.82% | — |
| 11 | P PRKS UNITED PARKS & RESORTS INC | $37.1M | 776.9K | 3.57% | — |
| 12 | C CHDN CHURCHILL DOWNS INC | $35.7M | 398.4K | 3.43% | — |
| 13 | W WYNN WYNN RESORTS LTD | $29.8M | 306.7K | 2.86% | — |
| 14 | P POOL POOL CORP | $28.5M | 132.4K | 2.73% | — |
| 15 | F FERG FERGUSON ENTERPRISES INC | $24.6M | 103.5K | 2.36% | — |
| 16 | B BLDR BUILDERS FIRSTSOURCE INC | $22M | 245.8K | 2.11% | — |
| 17 | C CPT CAMDEN PPTY TR | $20.9M | 182.5K | 2.01% | — |
| 18 | F FUN SIX FLAGS ENTERTAINMENT CORP | $20.9M | 979.4K | 2.01% | — |
| 19 | E ELS EQUITY LIFESTYLE PROPERTIES | $19.7M | 306.2K | 1.90% | — |
| 20 | S SMA SMARTSTOP SELF STORAG REIT I | $14.5M | 444.8K | 1.39% | — |
| 21 | N NXRT NEXPOINT RESIDENTIAL TR INC | $12.6M | 452.6K | 1.21% | — |
| 22 | H HD HOME DEPOT INC | $10.4M | 29.5K | 1.00% | — |
| 23 | L LOW LOWES COS INC | $9.8M | 44.3K | 0.94% | — |
| 24 | M MGPI M/I HOMES INC | $8.9M | 55.2K | 0.85% | — |
| 25 | L LPX LOUISIANA PAC CORP | $7.4M | 94.0K | 0.71% | — |
| 26 | ? N/A SMARTRENT INC | $6.7M | 5.61M | 0.64% | — |
| 27 | M MAA-PI MID-AMER APT CMNTYS INC | $5.6M | 40.5K | 0.54% | — |
| 28 | D DOC HEALTHPEAK PROPERTIES INC | $5.5M | 257.1K | 0.53% | — |
| 29 | A ARE ALEXANDRIA REAL ESTATE EQ IN | $5M | 94.8K | 0.48% | — |
| 30 | W WH WYNDHAM HOTELS & RESORTS INC | $2.5M | 30.0K | 0.24% | — |
| 31 | F FBIN FORTUNE BRANDS INNOVATIONS I | $1.6M | 30.0K | 0.16% | — |