13F-HR filed by Long Pond Capital, LP
Long Pond Capital, LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 34 holding rows worth $1,537,794,255.
- Accession
- 0001172661-25-001912
- Filer
- CIK 1499066
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 34 entries on the cover page, a total value of $1,537,794,255 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,537,794,255 with VALUE read as dollars as filed, 13F file number 028-14852. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 1,566,714 | $191,922,465 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,116,300 | $117,870,117 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 829,067 | $105,399,288 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 355,961 | $80,998,926 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 1,125,995 | $79,810,526 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 2,124,559 | $75,783,020 | dollars as filed | |
| HILTON GRAND VACATIONS INC COM | 43283X105 | Stock | 1,829,495 | $68,441,408 | dollars as filed | |
| KITE REALTY GROUP TRUST COM NEW | 49803T300 | REIT | 2,709,697 | $60,615,922 | dollars as filed | |
| TPG RE FIN TR INC COM | 87266M107 | REIT | 7,303,626 | $59,524,552 | dollars as filed | |
| JBG SMITH PPTYS COM | 46590V100 | REIT | 3,603,883 | $58,058,555 | dollars as filed | |
| RED ROCK RESORTS INC | 75700L108 | CL A | 1,213,291 | $52,620,431 | dollars as filed | |
| INTERNATIONAL GAME TECHNOLOG | G4863A108 | SHS USD | 3,223,980 | $52,421,915 | dollars as filed | |
| PARAMOUNT GROUP INC | 69924R108 | COM | 11,737,433 | $50,470,962 | dollars as filed | |
| PLAYA HOTELS & RESORTS NV | N70544106 | SHS | 3,757,576 | $50,088,488 | dollars as filed | |
| CUBESMART COM | 229663109 | REIT | 1,108,821 | $47,357,745 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 539,200 | $45,023,200 | dollars as filed | |
| CAMDEN PPTY TR SH BEN INT | 133131102 | REIT | 330,330 | $40,399,359 | dollars as filed | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 671,970 | $40,345,079 | dollars as filed | |
| INTERNATIONAL GAME TECHNOLOG | G4863A108 | SHS USD | 2,000,000 | $32,520,000 | dollars as filed | call |
| KILROY REALTY CORP COM | 49427F108 | REIT | 738,200 | $24,183,432 | dollars as filed | |
| VESTA REAL ESTATE CORP | 92540K109 | ADS | 949,940 | $21,668,131 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 233,153 | $21,102,678 | dollars as filed | |
| REXFORD INDL RLTY INC COM | 76169C100 | REIT | 528,584 | $20,694,064 | dollars as filed | |
| INDEPENDENCE RLTY TR INC | 45378A106 | COM | 827,812 | $17,574,449 | dollars as filed | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 681,189 | $17,029,725 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 93,529 | $15,673,590 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 137,655 | $14,150,934 | dollars as filed | |
| MADISON SQUARE GARDEN ENTMT | 558256103 | COM CL A | 416,312 | $13,630,055 | dollars as filed | |
| SMARTRENT INC | 83193G107 | COMMON STOCK | 10,066,093 | $12,179,973 | dollars as filed | |
| MARRIOTT VACATIONS WORLDWIDE C COM | 57164Y107 | Stock | 180,091 | $11,569,046 | dollars as filed | |
| Golden Entertainment Inc | 381013101 | Common Stock | 434,767 | $11,473,501 | dollars as filed | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 188,407 | $11,149,926 | dollars as filed | |
| DOUGLAS EMMETT INC | 25960P109 | COM | 589,420 | $9,430,720 | dollars as filed | |
| VORNADO RLTY TR | 929042109 | SH BEN INT | 178,753 | $6,612,073 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001912 | this filing | 2025-05-14 | acceptance time not in the bulk data set |