SEC 13F Intelligence

Long Pond Capital, LP / MSGS

Long Pond Capital, LP’s Madison Square Grdn Sprt Cor Position

Does Long Pond Capital, LP own Madison Square Grdn Sprt Cor (MSGS)? Not currently — the last reported position was 134.8K shares worth $25M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q4 2023
Shares
134.8K
% of Portfolio
+1.97%
Quarters Held
19
position exited

Position History MSGS

Reported value by quarter
Q2 ’19: $9MQ2 ’19Q3 ’19: $156MQ4 ’19: $225MQ1 ’20: $165MQ1 ’20Q2 ’20: $98MQ3 ’20: $113MQ4 ’20: $158MQ4 ’20Q1 ’21: $170MQ2 ’21: $157MQ3 ’21: $150MQ3 ’21Q4 ’21: $98MQ1 ’22: $64MQ2 ’22: $36MQ2 ’22Q3 ’22: $40MQ4 ’22: $41MQ1 ’23: $19MQ1 ’23Q2 ’23: $14MQ3 ’23: $16MQ4 ’23: $25MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023134.8K$25M+1.97%
Q3 202391.7K$16M+0.92%
Q2 202374.2K$14M+0.82%
Q1 202398.7K$19M+1.03%
Q4 2022223.7K$41M+2.51%
Q3 2022295.5K$40M+2.36%
Q2 2022238.7K$36M+1.78%
Q1 2022359.0K$64M+2.62%
Q4 2021563.8K$98M+3.50%
Q3 2021804.2K$150M+5.47%
Q2 2021907.5K$157M+5.44%
Q1 2021947.1K$170M+5.80%
Q4 2020856.5K$158M+5.27%
Q3 2020750.9K$113M+4.33%
Q2 2020664.4K$98M+3.85%
Q1 2020780.8K$165M+8.46%
Q4 2019766.2K$225M+5.76%
Q3 2019592.0K$156M+4.07%
Q2 201933.3K$9M+0.28%

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 MSGS.