SEC 13F Intelligence

Long Pond Capital, LP / AMH

Long Pond Capital, LP’s American Homes 4 Rent Position

Does Long Pond Capital, LP own American Homes 4 Rent (AMH)? Yes1.11M shares worth $31M (+2.96% of its 13F portfolio) as of Q1 2026, down from 1.56M shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
1.11M
% of Portfolio
+2.96%
Quarters Held
13
currently held

Position History AMH

Reported value by quarter
Q4 ’18: $75MQ4 ’18Q1 ’19: $75MQ4 ’20: $101MQ4 ’20Q1 ’21: $201MQ2 ’21: $103MQ2 ’21Q3 ’21: $146MQ4 ’21: $180MQ4 ’21Q1 ’22: $167MQ2 ’22: $59MQ2 ’22Q4 ’22: $35MQ1 ’23: $90MQ1 ’23Q3 ’25: $52MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.11M$31M+2.96%
Q3 20251.56M$52M+3.77%
Q1 20232.86M$90M+4.83%
Q4 20221.16M$35M+2.14%
Q2 20221.67M$59M+2.92%
Q1 20224.18M$167M+6.82%
Q4 20214.12M$180M+6.42%
Q3 20213.84M$146M+5.36%
Q2 20212.66M$103M+3.58%
Q1 20216.04M$201M+6.87%
Q4 20203.37M$101M+3.38%
Q1 20193.28M$75M+2.60%
Q4 20183.77M$75M+2.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Long Pond Capital, LP’s full portfolio or all institutional holders of AMH.