Filed: 11/14/2025ACC: 0001172661-25-004900
📋 What this filing means
LONG POND CAPITAL, LP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$1.38B
Total AUM (reported)
73.98M
Total Shares
Allocation by class
COM$797.93M57.8%
SH BEN INT$209.06M15.1%
ORD SHS$139.23M10.1%
COM SHS BEN IN$116.23M8.4%
CL A$64.44M4.7%
COM CL A$53.63M3.9%
Portfolio Concentration
Top 3$548.62M39.7%
4–10$536.73M38.9%
11–25$290.12M21.0%
Rest$5.04M0.4%
Top 3 weight
39.7%
Top 10 weight
78.6%
Voting Authority Distribution
Total shares with voting rights: 73.98M
Sole
Full voting authority
73.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
CAMDEN PPTY TR
SOLEShares1.95M
TypeSH
Market value$207.76M
15.05%
Sole
1.95M
Shared
0.00
None
0.00
INDEPENDENCE RLTY TR INC
SOLEShares12.30M
TypeSH
Market value$201.62M
14.60%
Sole
12.30M
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares7.25M
TypeSH
Market value$139.23M
10.09%
Sole
7.25M
Shared
0.00
None
0.00
NATIONAL STORAGE AFFILIATES
SOLEShares3.85M
TypeSH
Market value$116.23M
8.42%
Sole
3.85M
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares7.76M
TypeSH
Market value$94.94M
6.88%
Sole
7.76M
Shared
0.00
None
0.00
TAYLOR MORRISON HOME CORP
SOLEShares1.38M
TypeSH
Market value$91.07M
6.60%
Sole
1.38M
Shared
0.00
None
0.00
JBG SMITH PPTYS
SOLEShares3.23M
TypeSH
Market value$71.84M
5.20%
Sole
3.23M
Shared
0.00
None
0.00
TPG RE FIN TR INC
SOLEShares6.90M
TypeSH
Market value$59.05M
4.28%
Sole
6.90M
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT
SOLEShares1.56M
TypeSH
Market value$52.00M
3.77%
Sole
1.56M
Shared
0.00
None
0.00
SUMMIT HOTEL PPTYS INC
SOLEShares9.40M
TypeSH
Market value$51.61M
3.74%
Sole
9.40M
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares317.59K
TypeSH
Market value$45.08M
3.27%
Sole
317.59K
Shared
0.00
None
0.00
LXP INDUSTRIAL TRUST
SOLEShares3.80M
TypeSH
Market value$34.05M
2.47%
Sole
3.80M
Shared
0.00
None
0.00
M/I HOMES INC
SOLEShares227.60K
TypeSH
Market value$32.87M
2.38%
Sole
227.60K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares648.02K
TypeSH
Market value$27.09M
1.96%
Sole
648.02K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares959.17K
TypeSH
Market value$25.92M
1.88%
Sole
959.17K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC
SOLEShares354.91K
TypeSH
Market value$21.54M
1.56%
Sole
354.91K
Shared
0.00
None
0.00
KKR REAL ESTATE FIN TR INC
SOLEShares2.32M
TypeSH
Market value$20.90M
1.51%
Sole
2.32M
Shared
0.00
None
0.00
NEXPOINT RESIDENTIAL TR INC
SOLEShares544.09K
TypeSH
Market value$17.53M
1.27%
Sole
544.09K
Shared
0.00
None
0.00
CENTERSPACE
SOLEShares213.46K
TypeSH
Market value$12.57M
0.91%
Sole
213.46K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares1.55M
TypeSH
Market value$12.45M
0.90%
Sole
1.55M
Shared
0.00
None
0.00
PLYMOUTH INDL REIT INC
SOLEShares492.47K
TypeSH
Market value$11.00M
0.80%
Sole
492.47K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares67.54K
TypeSH
Market value$9.44M
0.68%
Sole
67.54K
Shared
0.00
None
0.00
SMARTRENT INC
SOLEShares6.07M
TypeSH
Market value$8.55M
0.62%
Sole
6.07M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares290K
TypeSH
Market value$6.59M
0.48%
Sole
290K
Shared
0.00
None
0.00
SUNSTONE HOTEL INVS INC NEW
SOLEShares485.24K
TypeSH
Market value$4.55M
0.33%
Sole
485.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAMDEN PPTY TRSOLE | SH BEN INT | 1.95M | SH | $207.76M 15.05% | 1.95M | 0.00 | 0.00 |
INDEPENDENCE RLTY TR INCSOLE | COM | 12.30M | SH | $201.62M 14.60% | 12.30M | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 7.25M | SH | $139.23M 10.09% | 7.25M | 0.00 | 0.00 |
NATIONAL STORAGE AFFILIATESSOLE | COM SHS BEN IN | 3.85M | SH | $116.23M 8.42% | 3.85M | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 7.76M | SH | $94.94M 6.88% | 7.76M | 0.00 | 0.00 |
TAYLOR MORRISON HOME CORPSOLE | COM | 1.38M | SH | $91.07M 6.60% | 1.38M | 0.00 | 0.00 |
JBG SMITH PPTYSSOLE | COM | 3.23M | SH | $71.84M 5.20% | 3.23M | 0.00 | 0.00 |
TPG RE FIN TR INCSOLE | COM | 6.90M | SH | $59.05M 4.28% | 6.90M | 0.00 | 0.00 |
AMERICAN HOMES 4 RENTSOLE | CL A | 1.56M | SH | $52.00M 3.77% | 1.56M | 0.00 | 0.00 |
SUMMIT HOTEL PPTYS INCSOLE | COM | 9.40M | SH | $51.61M 3.74% | 9.40M | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 317.59K | SH | $45.08M 3.27% | 317.59K | 0.00 | 0.00 |
LXP INDUSTRIAL TRUSTSOLE | COM | 3.80M | SH | $34.05M 2.47% | 3.80M | 0.00 | 0.00 |
M/I HOMES INCSOLE | COM | 227.60K | SH | $32.87M 2.38% | 227.60K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 648.02K | SH | $27.09M 1.96% | 648.02K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 959.17K | SH | $25.92M 1.88% | 959.17K | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 354.91K | SH | $21.54M 1.56% | 354.91K | 0.00 | 0.00 |
KKR REAL ESTATE FIN TR INCSOLE | COM | 2.32M | SH | $20.90M 1.51% | 2.32M | 0.00 | 0.00 |
NEXPOINT RESIDENTIAL TR INCSOLE | COM | 544.09K | SH | $17.53M 1.27% | 544.09K | 0.00 | 0.00 |
CENTERSPACESOLE | COM | 213.46K | SH | $12.57M 0.91% | 213.46K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 1.55M | SH | $12.45M 0.90% | 1.55M | 0.00 | 0.00 |
PLYMOUTH INDL REIT INCSOLE | COM | 492.47K | SH | $11.00M 0.80% | 492.47K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 67.54K | SH | $9.44M 0.68% | 67.54K | 0.00 | 0.00 |
SMARTRENT INCSOLE | COM CL A | 6.07M | SH | $8.55M 0.62% | 6.07M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 290K | SH | $6.59M 0.48% | 290K | 0.00 | 0.00 |
SUNSTONE HOTEL INVS INC NEWSOLE | COM | 485.24K | SH | $4.55M 0.33% | 485.24K | 0.00 | 0.00 |
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