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Long Pond Capital, LP: JBGS position timeline

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

Long Pond Capital, LP held 4,024,019 JBGS 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 4,024,019 shares
    Change vs previous 13F -390,250 shares

    6.19% of the 13F portfolio, value $59,032,359.

    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 4,414,269 shares
    Change vs previous 13F +266,870 shares

    6.59% of the 13F portfolio, value $64,492,470.

    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 4,147,399 shares
    Change vs previous 13F +918,505 shares

    8.29% of the 13F portfolio, value $70,547,257.

    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 3,228,894 shares
    Change vs previous 13F -605,139 shares

    5.2% of the 13F portfolio, value $71,842,892.

    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 ended2025-06-30
    13F 3,834,033 shares
    Change vs previous 13F +230,150 shares

    4.37% of the 13F portfolio, value $66,328,771.

    13F-HR 0001172661-25-003189 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).

  6. period ended2025-03-31
    13F 3,603,883 shares
    Change vs previous 13F -2,731,949 shares

    3.86% of the 13F portfolio, value $58,058,555.

    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).

  7. period ended2024-12-31
    13F 6,335,832 shares
    Change vs previous 13F -73,836 shares

    5.14% of the 13F portfolio, value $97,381,738.

    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).

  8. period ended2024-09-30
    13F 6,409,668 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $112,040,997.

    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).