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LONG POND CAPITAL, LP (Data extracted from 13F, 13D, 13G and Form 4)

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LONG POND CAPITAL, LP

AUM: $2.63 B

13-F Portfolio Value: $4.16 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 68.32%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
AMH	AMERICAN HOMES 4 RENT				-1,111,773	Exited		13F
CSR	CENTERSPACE				-190,000	Exited		13F
CUBE	CUBESMART				-435,429	Exited		13F
H	HYATT HOTELS CORP				-223,989	Exited		13F
KRC	KILROY REALTY CORP				-1,039,178	Exited		13F
LINE	LINEAGE INC				-410,971	Exited		13F
SLG	SL GREEN RLTY CORP				-129,500	Exited		13F
SAFE	SAFEHOLD INC				-553,703	Exited		13F
INN	SUMMIT HOTEL PPTYS				-9,400,000	Exited		13F
TMHC	TAYLOR MORRISON HOME CORP				-174,364	Exited		13F
JHX	JAMES HARDIE INDS PLC				-1,155,000	Exited		13F
NCLH	NORWEGIAN CRUISE LINE HLDGS				-1,730,000	Exited		13F