Long Pond Capital, LP
New York NY · SEC CIK 0001499066
$10.40亿2026Q2 申报市值
31持仓数
68.3%前十大占比 · 第一大 15.2%
9 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SBAC 新建仓+$1.59亿
HGV 加仓+$3,669.70万
CHDN 新建仓+$3,571.43万
COMP 加仓+$2,931.65万
FERG 新建仓+$2,456.37万
2026Q2 卖出最多 按季末市值估算
WH 减仓-$5,656.07万
DOC 减仓-$4,779.87万
PRKS 减仓-$4,314.83万
INN 清仓-$4,154.80万
NCLH 清仓-$3,235.10万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | $1.59亿 | 15.24% | 898,715 | 898,715 | — | $1.59亿 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP 看涨期权 | $8,646.54万 | 8.31% | 490,000 | 90,000 | 22.5% | $1,588.14万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $8,557.37万 | 8.23% | 5,127,246 | -599,992 | -10.5% | -$1,001.39万 | 减仓 |
| JAN | JANUS LIVING INC | $7,382.03万 | 7.10% | 2,568,555 | -721,445 | -21.9% | -$2,073.43万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $6,211.71万 | 5.97% | 1,186,119 | 700,725 | 144.4% | $3,669.70万 | 加仓 |
| JBGS | JBG SMITH PPTYS | $5,903.24万 | 5.67% | 4,024,019 | -390,250 | -8.8% | -$572.50万 | 减仓 |
| TRTX | TPG RE FIN TR INC | $5,883.36万 | 5.66% | 7,029,102 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $4,431.86万 | 4.26% | 3,594,368 | 2,377,657 | 195.4% | $2,931.65万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $4,221.31万 | 4.06% | 2,685,314 | -1,812,896 | -40.3% | -$2,849.87万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $3,976.23万 | 3.82% | 5,813,201 | 79,688 | 1.4% | $54.51万 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $3,708.96万 | 3.57% | 776,909 | -903,818 | -53.8% | -$4,314.83万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $3,571.43万 | 3.43% | 398,419 | 398,419 | — | $3,571.43万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $2,977.64万 | 2.86% | 306,689 | -222,368 | -42.0% | -$2,158.97万 | 减仓 |
| POOL | POOL CORP | $2,845.28万 | 2.73% | 132,400 | 22,900 | 20.9% | $492.12万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,456.37万 | 2.36% | 103,500 | 103,500 | — | $2,456.37万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,198.97万 | 2.11% | 245,750 | 245,750 | — | $2,198.97万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $2,089.88万 | 2.01% | 182,538 | -218,596 | -54.5% | -$2,502.71万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,086.11万 | 2.01% | 979,395 | 228,971 | 30.5% | $487.71万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,973.74万 | 1.90% | 306,244 | 306,244 | — | $1,973.74万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $1,445.73万 | 1.39% | 444,839 | -168,619 | -27.5% | -$548.01万 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $1,263.67万 | 1.21% | 452,604 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $1,040.41万 | 1.00% | 29,500 | 29,500 | — | $1,040.41万 | 新建仓 |
| LOW | LOWES COS INC | $975.67万 | 0.94% | 44,250 | 44,250 | — | $975.67万 | 新建仓 |
| MHO | M/I HOMES INC | $888.04万 | 0.85% | 55,230 | 7,635 | 16.0% | $122.76万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $739.40万 | 0.71% | 94,000 | 94,000 | — | $739.40万 | 新建仓 |
| SMRT | SMARTRENT INC | $667.61万 | 0.64% | 5,610,150 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $562.75万 | 0.54% | 40,503 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $550.23万 | 0.53% | 257,116 | -2,233,584 | -89.7% | -$4,779.87万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $500.94万 | 0.48% | 94,786 | -384,414 | -80.2% | -$2,031.63万 | 重新持有 |
| WH | WYNDHAM HOTELS & RESORTS INC | $252.63万 | 0.24% | 30,000 | -671,663 | -95.7% | -$5,656.07万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $164.70万 | 0.16% | 30,000 | 30,000 | — | $164.70万 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -9,400,000 | -100.0% | -$4,154.80万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -1,730,000 | -100.0% | -$3,235.10万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -223,989 | -100.0% | -$3,220.74万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -1,111,773 | -100.0% | -$3,104.07万 | 清仓 |
| KRC | KILROY REALTY CORP | $0 | 0.00% | 0 | -1,039,178 | -100.0% | -$2,931.52万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -1,155,000 | -100.0% | -$2,187.57万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -435,429 | -100.0% | -$1,595.85万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -410,971 | -100.0% | -$1,346.34万 | 清仓 |
| CSR | CENTERSPACE | $0 | 0.00% | 0 | -190,000 | -100.0% | -$1,091.55万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -174,364 | -100.0% | -$1,015.50万 | 清仓 |
| SAFE | SAFEHOLD INC | $0 | 0.00% | 0 | -553,703 | -100.0% | -$749.16万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -129,500 | -100.0% | -$478.37万 | 清仓 |