Long Pond Capital Q1 2022 holdings

$2.45 Billion is the total value of Long Pond Capital's 35 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 60.5% .

 Value Shares↓ Weighting
JBGS BuyJBG SMITH PPTYS$241,695
+41.2%
8,271,565
+38.7%
9.85%
+61.2%
DHI NewD R HORTON INC$179,2722,406,013
+100.0%
7.31%
IRT BuyINDEPENDENCE RLTY TR INC$167,695
+96.7%
6,342,473
+92.2%
6.83%
+124.6%
AMH BuyAMERICAN HOMES 4 RENTcl a$167,330
-7.0%
4,180,104
+1.3%
6.82%
+6.2%
COLD BuyAMERICOLD RLTY TR$155,699
+21.0%
5,584,619
+42.3%
6.34%
+38.1%
VICI SellVICI PPTYS INC$152,456
-26.5%
5,356,839
-22.2%
6.21%
-16.1%
TLT BuyISHARES TRput$132,080
+18.8%
1,000,000
+33.3%
5.38%
+35.7%
SRC SellSPIRIT RLTY CAP INC NEW$130,079
-22.9%
2,826,569
-19.2%
5.30%
-12.0%
LVS SellLAS VEGAS SANDS CORP$104,684
-35.8%
2,693,176
-37.8%
4.27%
-26.7%
STAG BuySTAG INDL INC$97,773
+17.6%
2,364,521
+36.4%
3.98%
+34.2%
FOR  FORESTAR GROUP INC$83,150
-18.3%
4,681,8730.0%3.39%
-6.8%
MLCO BuyMELCO RESORTS AND ENTMNT LTDadr$76,083
+10.0%
9,958,518
+46.6%
3.10%
+25.5%
AIV BuyAPARTMENT INVT & MGMT COcl a$73,045
+0.1%
9,978,759
+5.6%
2.98%
+14.2%
EXPE SellEXPEDIA GROUP INC$72,980
-52.2%
372,976
-55.9%
2.97%
-45.5%
MSGS SellMADISON SQUARE GRDN SPRT CORcl a$64,398
-34.3%
359,045
-36.3%
2.62%
-24.9%
NTST BuyNETSTREIT CORP$58,875
+24.3%
2,623,681
+26.8%
2.40%
+41.9%
ARE NewALEXANDRIA REAL ESTATE EQ IN$53,487265,773
+100.0%
2.18%
EXPE  EXPEDIA GROUP INCcall$48,918
+8.3%
250,0000.0%1.99%
+23.6%
LVS SellLAS VEGAS SANDS CORPcall$48,588
-64.6%
1,250,000
-65.8%
1.98%
-59.6%
ELS SellEQUITY LIFESTYLE PPTYS INC$42,210
-54.9%
551,909
-48.3%
1.72%
-48.5%
HGV BuyHILTON GRAND VACATIONS INC$31,563
+10.6%
606,861
+10.8%
1.29%
+26.2%
FMX SellFOMENTO ECONOMICO MEXICANO Sspon adr units$29,781
-6.9%
359,456
-12.7%
1.21%
+6.3%
BuySMARTRENT INC$29,174
+128.8%
5,765,692
+337.7%
1.19%
+161.3%
FPH BuyFIVE POINT HOLDINGS LLC$27,662
-6.5%
4,527,395
+0.1%
1.13%
+6.7%
AIRC NewAPARTMENT INCOME REIT CORP$27,005505,146
+100.0%
1.10%
H SellHYATT HOTELS CORP$26,588
-51.9%
278,554
-51.7%
1.08%
-45.1%
GLPI SellGAMING & LEISURE PPTYS INC$24,034
-63.2%
512,135
-61.9%
0.98%
-58.1%
NewINVENTRUST PPTYS CORP$23,942777,844
+100.0%
0.98%
CBRE NewCBRE GROUP INCcl a$22,476245,584
+100.0%
0.92%
SITC NewSITE CTRS CORP$21,1551,266,029
+100.0%
0.86%
BRX NewBRIXMOR PPTY GROUP INC$11,615450,000
+100.0%
0.47%
SellCLAROS MTG TR INC$10,644
-18.7%
621,010
-22.3%
0.43%
-7.1%
NewFRANKLIN BSP RLTY TR INC$10,476749,354
+100.0%
0.43%
BYD NewBOYD GAMING CORP$4,39066,737
+100.0%
0.18%
LTCH BuyLATCH INC$2,713
-22.0%
635,403
+38.3%
0.11%
-10.5%
PGRE ExitPARAMOUNT GROUP INC$0-283,852
-100.0%
-0.08%
CLI ExitVERIS RESIDENTIAL INC$0-249,892
-100.0%
-0.16%
CLDT ExitCHATHAM LODGING TR$0-379,110
-100.0%
-0.19%
PK ExitPARK HOTELS & RESORTS INC$0-300,000
-100.0%
-0.20%
XHR ExitXENIA HOTELS & RESORTS INC$0-415,211
-100.0%
-0.27%
APLE ExitAPPLE HOSPITALITY REIT INC$0-627,755
-100.0%
-0.36%
RLJ ExitRLJ LODGING TR$0-775,713
-100.0%
-0.39%
BKNG ExitBOOKING HOLDINGS INC$0-4,675
-100.0%
-0.40%
TSIBU ExitTISHMAN SPEYER INNOVATION COunit 02/11/2026$0-1,300,000
-100.0%
-0.46%
STAR ExitISTAR INC$0-657,378
-100.0%
-0.61%
PCOR ExitPROCORE TECHNOLOGIES INC$0-263,611
-100.0%
-0.75%
ExitWEWORK INCcl a$0-2,500,000
-100.0%
-0.77%
RRR ExitRED ROCK RESORTS INCcl a$0-777,885
-100.0%
-1.53%
PEAK ExitHEALTHPEAK PROPERTIES INC$0-1,232,546
-100.0%
-1.59%
SIX ExitSIX FLAGS ENTMT CORP NEW$0-1,495,000
-100.0%
-2.27%
INVH ExitINVITATION HOMES INC$0-1,561,681
-100.0%
-2.53%
TNL ExitTRAVEL PLUS LEISURE CO$0-1,675,552
-100.0%
-3.31%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Daniel E. Karp — General Counsel and Chief Compliance Officer

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