Managers / Q1 2025 · view latest →
Long Pond Capital, LP
CIK 0001499066 · 527 MADISON AVENUE, 15TH FLOOR, NEW YORK, NY, 10022 · 212.351.1950
Reported Value
$1.5B
Q1 2025
Positions
34
Filings on Record
32
2019–present window
Filed
May 14, 2025
original filing
Summary
Long Pond Capital, Lp reported $1.5B in U.S.-listed holdings across 34 positions for Q1 2025.
Its largest position, H, represents 12.5% of the portfolio.
Compared with Q4 2024, the fund opened 16 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 63.1% · $971M
- REIT · 26.7% · $411M
- Other · 8.8% · $135M
- ADR · 1.4% · $22M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 33 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $851M | 30 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 28 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.6B | 29 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 34 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.0B | 28 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.2B | 38 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.9B | 36 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.7B | 35 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.2B | 31 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.8B | 28 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.7B | 29 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.9B | 39 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.63T | 38 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.7B | 33 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.0B | 40 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.5B | 35 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.8B | 43 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.7B | 37 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.9B | 42 | Aug 16, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2021 | $2.9B | 38 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $3.0B | 34 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $2.6B | 38 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $2.5B | 38 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $2.0B | 30 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $3.9B | 35 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $3.8B | 35 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $3.3B | 39 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $2.9B | 37 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $2.5B | 32 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.