SEC 13F Intelligence

Long Pond Capital, LP / JBGS

Long Pond Capital, LP’s Jbg Smith Pptys Position

Does Long Pond Capital, LP own Jbg Smith Pptys (JBGS)? Yes — 4.41M shares worth $64M (+6.16% of its 13F portfolio) as of Q1 2026, up from 4.15M shares the prior filed quarter.

Position Value
$64M
Q1 2026
Shares
4.41M
% of Portfolio
+6.16%
Quarters Held
30
currently held

Position History JBGS

Reported value by quarter
Q4 ’18: $73MQ4 ’18Q1 ’19: $82MQ2 ’19: $30MQ3 ’19: $45MQ4 ’19: $107MQ4 ’19Q1 ’20: $111MQ2 ’20: $105MQ3 ’20: $106MQ4 ’20: $90MQ4 ’20Q1 ’21: $53MQ2 ’21: $15MQ3 ’21: $97MQ4 ’21: $171MQ4 ’21Q1 ’22: $242MQ2 ’22: $204MQ3 ’22: $160MQ4 ’22: $162MQ4 ’22Q1 ’23: $129MQ2 ’23: $121MQ3 ’23: $111MQ4 ’23: $120MQ4 ’23Q1 ’24: $112MQ2 ’24: $105MQ3 ’24: $112MQ4 ’24: $97MQ4 ’24Q1 ’25: $58MQ2 ’25: $66MQ3 ’25: $72MQ4 ’25: $71MQ4 ’25Q1 ’26: $64Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.41M$64M+6.16%
Q4 20254.15M$71M+8.29%
Q3 20253.23M$72M+5.20%
Q2 20253.83M$66M+4.28%
Q1 20253.60M$58M+3.78%
Q4 20246.34M$97M+4.94%
Q3 20246.41M$112M+5.02%
Q2 20246.89M$105M+5.61%
Q1 20246.98M$112M+6.41%
Q4 20237.03M$120M+9.61%
Q3 20237.66M$111M+6.32%
Q2 20238.04M$121M+7.13%
Q1 20238.56M$129M+6.92%
Q4 20228.52M$162M+9.90%
Q3 20228.62M$160M+9.38%
Q2 20228.62M$204M+10.09%
Q1 20228.27M$242M+9.85%
Q4 20215.96M$171M+6.11%
Q3 20213.27M$97M+3.54%
Q2 2021478.6K$15M+0.52%
Q1 20211.67M$53M+1.81%
Q4 20202.89M$90M+3.01%
Q3 20203.95M$106M+4.05%
Q2 20203.54M$105M+4.13%
Q1 20203.48M$111M+5.68%
Q4 20192.68M$107M+2.73%
Q3 20191.15M$45M+1.18%
Q2 2019758.5K$30M+0.90%
Q1 20191.97M$82M+2.85%
Q4 20182.11M$73M+2.88%

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 JBGS.