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Long Pond Capital, LP - Portfolio Stock Holdings

Long Pond Capital, LP disclosed 42 stock positions in a recent SEC 13F filing. $953,859,801 of stock holdings were filed, with the largest holdings including SBAC, IRT, and JAN. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,974,757,539 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

42

Est. Stock Holding Value:

$953,859,801

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Long Pond Capital, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Long Pond Capital, LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.