Long Pond Capital, LP - Q42025 Holdings

Long Pond Capital, LP holds 30 stocks with a total portfolio value of $ 851.19M as of Q42025. In Q42025, Long Pond Capital, LP added 11 new positions, increased stakes in 8 stocks, reduced 9 holdings, and fully exited 9 positions. The largest holding is Americold Realty Trust Inc (COLD), representing 8.80% of the total portfolio.