Long Pond Capital, LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.0T
Holdings
26
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADCAGREE RLTY CORP | 3,029,301 | $213.4B | 10.83% | |
| 2 | IRTINDEPENDENCE RLTY TR INC | 8,505,173 | $168.7B | 8.56% | |
| 3 | LENLENNAR CORP | 1,220,282 | $166.4B | 8.44% | Call |
| 4 | DHID R HORTON INC | 1,169,024 | $163.5B | 8.29% | |
| 5 | CPTCAMDEN PPTY TR | 1,144,520 | $132.8B | 6.74% | |
| 6 | MAAMID-AMER APT CMNTYS INC | 685,611 | $106.0B | 5.38% | |
| 7 | PLYAPLAYA HOTELS & RESORTS NV | 7,941,444 | $100.5B | 5.10% | |
| 8 | JBGSJBG SMITH PPTYS | 6,335,832 | $97.4B | 4.94% | |
| 9 | IGTINTERNATIONAL GAME TECHNOLOG | 5,103,069 | $90.1B | 4.57% | Call |
| 10 | DOCHEALTHPEAK PROPERTIES INC | 4,286,388 | $86.9B | 4.41% | |
| 11 | VTMXVESTA REAL ESTATE CORP | 2,663,169 | $68.2B | 3.46% | |
| 12 | RRRRED ROCK RESORTS INC | 1,474,153 | $68.2B | 3.46% | |
| 13 | WYNNWYNN RESORTS LTD | 761,897 | $65.6B | 3.33% | |
| 14 | TRTXTPG RE FIN TR INC | 7,303,626 | $62.1B | 3.15% | |
| 15 | NNNNNN REIT INC | 1,483,845 | $60.6B | 3.07% | |
| 16 | REXRREXFORD INDL RLTY INC | 1,515,651 | $58.6B | 2.97% | |
| 17 | HGVHILTON GRAND VACATIONS INC | 1,385,255 | $54.0B | 2.74% | |
| 18 | 6PMPARAMOUNT GROUP INC | 10,053,335 | $49.7B | 2.52% | |
| 19 | COLDAMERICOLD REALTY TRUST INC | 2,071,821 | $44.3B | 2.25% | |
| 20 | NLOPNET LEASE OFFICE PROPERTIES | 861,601 | $26.9B | 1.36% | |
| 21 | MTHMERITAGE HOMES CORP | 162,557 | $25.0B | 1.27% | |
| 22 | SMRTSMARTRENT INC | 10,066,093 | $17.6B | 0.89% | |
| 23 | SUISUN CMNTYS INC | 123,994 | $15.2B | 0.77% | |
| 24 | CZRCAESARS ENTERTAINMENT INC NE | 442,295 | $14.8B | 0.75% | |
| 25 | SAFESAFEHOLD INC | 765,465 | $14.1B | 0.72% | |
| 26 | FPHFIVE POINT HOLDINGS LLC | 195,162 | $737.7M | 0.04% |