Long-term investor
Long Pond Capital, LP @longpondcapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001499066).
Record
- Tracked since 2025-06-30 (449 days), 144 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +12.0% · 1 year n/a · all +19.4%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SBAC · 15.2% · long · since 2026-06-30
- SBAC_CALL · 8.3% · long · since 2026-03-31
- 45378A106 · 8.2% · long · since 2025-06-30
- JAN · 7.1% · long · since 2026-03-31
- HGV · 6.0% · long · since 2025-06-30
- JBGS · 5.7% · long · since 2025-06-30
- TRTX · 5.7% · long · since 2025-06-30
- COMP · 4.3% · long · since 2025-09-30
- COLD · 4.1% · long · since 2025-09-30
- KREF · 3.8% · long · since 2025-09-30
- PRKS · 3.6% · long · since 2025-12-31
- CHDN · 3.4% · long · since 2026-06-30