SEC 13F Intelligence

Long Pond Capital, LP / VAC

Long Pond Capital, LP’s Marriott Vacations Worldwide Position

Does Long Pond Capital, LP own Marriott Vacations Worldwide (VAC)? Not currently — the last reported position was 180.1K shares worth $12M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q1 2025
Shares
180.1K
% of Portfolio
+0.75%
Quarters Held
10
position exited

Position History VAC

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’20: $32MQ2 ’22: $44MQ2 ’22Q3 ’22: $59MQ4 ’22: $45MQ4 ’22Q1 ’23: $53MQ2 ’23: $84MQ2 ’23Q3 ’23: $72MQ1 ’24: $15MQ1 ’24Q1 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025180.1K$12M+0.75%
Q1 2024141.9K$15M+0.88%
Q3 2023716.2K$72M+4.11%
Q2 2023687.2K$84M+4.97%
Q1 2023395.7K$53M+2.86%
Q4 2022331.8K$45M+2.73%
Q3 2022483.4K$59M+3.45%
Q2 2022377.3K$44M+2.17%
Q1 2020574.1K$32M+1.64%
Q4 2018214.4K$15M+0.59%

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 VAC.