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Disclosery

Long Pond Capital, LP: COLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Pond Capital, LP on COLD, newest first. How the timeline and the estimate are built.

Long Pond Capital, LP held 2,685,314 COLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,685,314 shares
    Change vs previous 13F -1,812,896 shares

    4.43% of the 13F portfolio, value $42,213,136.

    13F-HR 0001172661-26-003415 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,498,210 shares
    Change vs previous 13F -1,326,779 shares

    5.27% of the 13F portfolio, value $51,549,487.

    13F-HR 0001172661-26-001977 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,824,989 shares
    Change vs previous 13F -1,931,304 shares

    8.8% of the 13F portfolio, value $74,909,359.

    13F-HR 0001172661-26-000802 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,756,293 shares
    Change vs previous 13F +7,756,293 shares

    6.88% of the 13F portfolio, value $94,937,026.

    13F-HR 0001172661-25-004900 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,071,821 shares

    13F-HR 0001172661-25-001912 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,071,821 shares
    Change vs previous 13F 0 shares

    2.34% of the 13F portfolio, value $44,336,969.

    13F-HR 0001172661-25-000845 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 2,071,821 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $58,570,380.

    13F-HR 0001172661-24-004700 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).