Daniel E. Karp
Long Pond Capital, Lp
Assets Managed
$1.047B
Holdings
33
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
23%(2Q avg: -7.67%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Long Pond Capital, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.
Assets under management
The assets under management (AUM) of Long Pond Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.047B in assets, with a quarterly growth rate of 23% and a 2-quarter average growth rate of -7.67%. The portfolio is managed by Daniel E. Karp, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IRT Independence Realty Trust In
| 8.15% | $85.279M 5.727M shares@ $14.9 avg price | Increased 472.4% |
JAN Janus Living Inc Cl-a-1
| 7.41% | $77.545M 3.29M shares@ $23.57 avg price | New Position |
SBAC Sba Communications Corp
| 6.58% | $68.844M↑ Call 400,000 shares@ $172.11 avg price | New Position |
JBGS Jbg Smith Properties
| 6.17% | $64.492M 4.414M shares@ $14.61 avg price | Increased 6.44% |
WH Wyndham Hotels & Resorts Inc
| 5.45% | $56.996M 701,663 shares@ $81.23 avg price | Increased 107.72% |
TRTX Tpg Re Finance Trust Inc
| 5.25% | $54.897M 7.029M shares@ $7.82 avg price | Decreased -0.05% |
PRKS United Parks & Resorts Inc
| 5.25% | $54.893M 1.681M shares@ $32.67 avg price | Increased 96.58% |
WYNN Wynn Resorts Ltd
| 5.14% | $53.726M 529,057 shares@ $101.55 avg price | New Position |
COLD Americold Realty Trust Inc
| 4.93% | $51.549M 4.498M shares@ $11.47 avg price | Decreased -22.77% |
INN Summit Hotel Properties Inc
| 3.97% | $41.548M 9.4M shares@ $4.42 avg price |
1-10 of 33