Long Pond Capital, LP
13F filer · CIK 1499066 · New York, NY
Summary
Long Pond Capital, LP reported $1.04B across 31 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are SBAC (15.2%), IRT (8.2%), JAN (7.1%). Versus 2026 Q1, leaving options aside, it opened 10 new positions, added to 6, trimmed 10 and sold out of 12.
Reported value$1.04B
Positions31incl. options
Report period2026 Q2
FiledAug 13, 2026
New positions10
Added6
Trimmed10
Sold out12
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.2%Value $158.59MPrice $163.43Shares 899KSince Jun 30 -7.38%
Weight 8.2%Value $85.57MPrice $14.70Shares 5.13M -10.48%Since Jun 30 -11.92%
Weight 7.1%Value $73.82MPrice $30.04Shares 2.57M -21.93%Since Jun 30 +4.52%
Weight 6.0%Value $62.12MPrice $35.94Shares 1.19M +144.36%Since Jun 30 -31.37%
Weight 5.7%Value $59.03MPrice $10.17Shares 4.02M -8.84%Since Jun 30 -30.67%
Weight 5.7%Value $58.83MPrice $6.33Shares 7.03MSince Jun 30 -24.37%
Weight 4.3%Value $44.32MPrice $9.10Shares 3.59M +195.42%Since Jun 30 -26.20%
Weight 4.1%Value $42.21MPrice $14.56Shares 2.69M -40.30%Since Jun 30 -7.38%
Weight 3.8%Value $39.76MPrice $6.26Shares 5.81M +1.39%Since Jun 30 -8.48%
Weight 3.6%Value $37.09MPrice $32.04Shares 777K -53.78%Since Jun 30 -32.89%
Weight 3.4%Value $35.71MPrice $76.16Shares 398KSince Jun 30 -15.04%
Weight 2.9%Value $29.78MPrice $80.51Shares 307K -42.03%Since Jun 30 -17.07%
Weight 2.7%Value $28.45MPrice $163.31Shares 132K +20.91%Since Jun 30 -24.01%
Weight 2.4%Value $24.56MPrice $227.30Shares 104KSince Jun 30 -4.23%
Weight 2.1%Value $21.99MPrice $57.53Shares 246KSince Jun 30 -35.71%
Weight 2.0%Value $20.90MPrice $98.40Shares 183K -54.49%Since Jun 30 -14.05%
Weight 2.0%Value $20.86MPrice $11.54Shares 979K +30.51%Since Jun 30 -45.82%
Weight 1.9%Value $19.74MPrice $59.08Shares 306KSince Jun 30 -8.33%
Weight 1.4%Value $14.46MPrice $31.20Shares 445K -27.49%Since Jun 30 -4.00%
Weight 1.2%Value $12.64MPrice $19.84Shares 453KSince Jun 30 -28.94%
Weight 1.0%Value $10.40MPrice $289.89Shares 30KSince Jun 30 -17.80%
Weight 0.9%Value $9.76MPrice $187.66Shares 44KSince Jun 30 -14.89%
Weight 0.9%Value $8.88MPrice $137.40Shares 55K +16.04%Since Jun 30 -14.55%
Weight 0.7%Value $7.39MPrice $66.06Shares 94KSince Jun 30 -16.02%
Weight 0.6%Value $6.68MPrice $1.19Shares 5.61MSince Jun 30 -0.00%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.2% | $158.59M | -7.38% | — | New | |
| 8.2% | $85.57M | -11.92% | -10.48% | Trim | |
| 7.1% | $73.82M | +4.52% | -21.93% | Trim | |
| 6.0% | $62.12M | -31.37% | +144.36% | Add | |
| 5.7% | $59.03M | -30.67% | -8.84% | Trim | |
| 5.7% | $58.83M | -24.37% | — | Hold | |
| 4.3% | $44.32M | -26.20% | +195.42% | Add | |
| 4.1% | $42.21M | -7.38% | -40.30% | Trim | |
| 3.8% | $39.76M | -8.48% | +1.39% | Add | |
| 3.6% | $37.09M | -32.89% | -53.78% | Trim | |
| 3.4% | $35.71M | -15.04% | — | New | |
| 2.9% | $29.78M | -17.07% | -42.03% | Trim | |
| 2.7% | $28.45M | -24.01% | +20.91% | Add | |
| 2.4% | $24.56M | -4.23% | — | New | |
| 2.1% | $21.99M | -35.71% | — | New | |
| 2.0% | $20.90M | -14.05% | -54.49% | Trim | |
| 2.0% | $20.86M | -45.82% | +30.51% | Add | |
| 1.9% | $19.74M | -8.33% | — | New | |
| 1.4% | $14.46M | -4.00% | -27.49% | Trim | |
| 1.2% | $12.64M | -28.94% | — | Hold | |
| 1.0% | $10.40M | -17.80% | — | New | |
| 0.9% | $9.76M | -14.89% | — | New | |
| 0.9% | $8.88M | -14.55% | +16.04% | Add | |
| 0.7% | $7.39M | -16.02% | — | New | |
| 0.6% | $6.68M | -0.00% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.