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LONG POND CAPITAL, LP

AUM: $2.63 B

13-F Portfolio Value: $1.05 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 58.24%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
INN	SUMMIT HOTEL PPTYS	3.97%	9,400,000	$41,548,000		No Change	$4.42	13F
SMRT	SMARTRENT INC	0.8%	5,610,150	$8,415,225		No Change	$1.5	13F