SEC 13F Intelligence

Long Pond Capital, LP / STAG

Long Pond Capital, LP’s Stag Industrial Inc Position

Does Long Pond Capital, LP own Stag Industrial Inc (STAG)? Not currently — the last reported position was 1.33M shares worth $45M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$45M
Q1 2023
Shares
1.33M
% of Portfolio
+2.41%
Quarters Held
8
position exited

Position History STAG

Reported value by quarter
Q2 ’21: $50MQ2 ’21Q3 ’21: $88MQ3 ’21Q4 ’21: $83MQ4 ’21Q1 ’22: $98MQ1 ’22Q2 ’22: $89MQ2 ’22Q3 ’22: $73MQ3 ’22Q4 ’22: $49MQ4 ’22Q1 ’23: $45MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20231.33M$45M+2.41%
Q4 20221.51M$49M+2.98%
Q3 20222.57M$73M+4.28%
Q2 20222.88M$89M+4.40%
Q1 20222.36M$98M+3.98%
Q4 20211.73M$83M+2.97%
Q3 20212.24M$88M+3.22%
Q2 20211.34M$50M+1.74%

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 STAG.