Long-Pond-Capital-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "H",
  "KRG",
  "HGV",
  "MSGE",
  "FUN",
  "VTMX",
  "SMRT",
  "HLT",
  "IGT",
  "PGRE",
  "PLYA",
  "RRR",
  "MAA",
  "IRT",
  "PHM",
  "UHAL-B",
  "TRTX",
  "GDEN",
  "VNO",
  "TMHC",
  "TOL",
  "DHI",
  "REXR",
  "WH",
  "WYNN",
  "KRC",
  "DEI",
  "VAC",
  "JBGS",
  "MTH",
  "CZR",
  "CPT",
  "CUBE"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 33
Total Value: 1485372340
Accession Number: 0001172661-25-001912
Form Type: 13F-HR
CIK: long-pond-capital-lp
Manager Name: Long-Pond-Capital-Lp

Data Enrichment

100% identified

33 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $1,485,372.34K total value

33 positions

Manager:

SEC FilingSEC DataHachi Filing

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WYNDHAM HOTELS & RESORTS, INC.

WH|98311A105

Shares:233.2K

Value:$21.1M

Rexford Industrial Realty, Inc.

REXR|76169C100

Shares:528.6K

Value:$20.7M

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:827.8K

Value:$17.6M

Caesars Entertainment, Inc.

CZR|12769G100

Shares:681.2K

Value:$17.0M

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:93.5K

Value:$15.7M

PULTEGROUP INC/MI/

PHM|745867101

Shares:137.7K

Value:$14.2M

Madison Square Garden Entertainment Corp.

MSGE|558256103

Shares:416.3K

Value:$13.6M

SmartRent, Inc.

SMRT|83193G107

Shares:10.1M

Value:$12.2M

MARRIOTT VACATIONS WORLDWIDE Corp

VAC|57164Y107

Shares:180.1K

Value:$11.6M

GOLDEN ENTERTAINMENT, INC.

GDEN|381013101

Shares:434.8K

Value:$11.5M

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:188.4K

Value:$11.1M

Douglas Emmett Inc

DEI|25960P109

Shares:589.4K

Value:$9.4M

VORNADO REALTY TRUST

VNO|929042109

Shares:178.8K

Value:$6.6M

Instrument	Shares		Other Manager	Value
WYNDHAM HOTELS & RESORTS, INC.(WHcusip98311A105)	233.2K	QoQ NEW(+233.2K) YoY NEW(+233.2K)	All Managers (Combined)	$21.1M	QoQ NEW(+$21.1M) YoY NEW(+$21.1M)
Rexford Industrial Realty, Inc.(REXRcusip76169C100)	528.6K	QoQ -65.12% (-987.1K) YoY -48.69% (-501.6K)	All Managers (Combined)	$20.7M	QoQ -64.68% (-$37.9M) YoY -60.06% (-$31.1M)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	827.8K	QoQ -90.26% (-7.7M) YoY -92.05% (-9.6M)	All Managers (Combined)	$17.6M	QoQ -89.58% (-$151.2M) YoY -89.53% (-$150.4M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	681.2K	QoQ +54.01% (+238.9K) YoY +2392.36% (+653.9K)	All Managers (Combined)	$17.0M	QoQ +15.20% (+$2.2M) YoY +1324.53% (+$15.8M)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	93.5K	QoQ -86.35% (-592.1K) YoY -5.91% (-5.9K)	All Managers (Combined)	$15.7M	QoQ -85.21% (-$90.3M) YoY +19.83% (-$2.6M)
PULTEGROUP INC/MI/(PHMcusip745867101)	137.7K	QoQ NEW(+137.7K) YoY NEW(+137.7K)	All Managers (Combined)	$14.2M	QoQ NEW(+$14.2M) YoY NEW(+$14.2M)
Madison Square Garden Entertainment Corp.(MSGEcusip558256103)	416.3K	QoQ NEW(+416.3K) YoY NEW(+416.3K)	All Managers (Combined)	$13.6M	QoQ NEW(+$13.6M) YoY NEW(+$13.6M)
SmartRent, Inc.(SMRTcusip83193G107)	10.1M	QoQ 0.00% (-0) YoY +151.90% (+6.1M)	All Managers (Combined)	$12.2M	QoQ -30.85% (-$5.4M) YoY +13.73% (+$1.5M)
MARRIOTT VACATIONS WORLDWIDE Corp(VACcusip57164Y107)	180.1K	QoQ NEW(+180.1K) YoY +26.87% (-38.1K)	All Managers (Combined)	$11.6M	QoQ NEW(+$11.6M) YoY -24.34% (-$3.7M)
GOLDEN ENTERTAINMENT, INC.(GDENcusip381013101)	434.8K	QoQ NEW(+434.8K) YoY NEW(+434.8K)	All Managers (Combined)	$11.5M	QoQ NEW(+$11.5M) YoY NEW(+$11.5M)
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	188.4K	QoQ NEW(+188.4K) YoY NEW(+188.4K)	All Managers (Combined)	$11.1M	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
Douglas Emmett Inc(DEIcusip25960P109)	589.4K	QoQ NEW(+589.4K) YoY NEW(+589.4K)	All Managers (Combined)	$9.4M	QoQ NEW(+$9.4M) YoY NEW(+$9.4M)
VORNADO REALTY TRUST(VNOcusip929042109)	178.8K	QoQ NEW(+178.8K) YoY NEW(+178.8K)	All Managers (Combined)	$6.6M	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)