Long Pond Capital, LP
Hedge Fund • Long/Short
Long Pond Capital, LP is a Long/Short Hedge Fund based in New York, NY led by John Peter Khoury, reporting $2.3B in AUM as of Q3 2025 with 65% Real Estate concentration and 77% concentrated in top 10 holdings.
Managing PartnerJohn Peter Khoury
- Portfolio Value
- $1.5B
- Positions
- 29
- Top Holding
- CPT at 13.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Long Pond Capital, LP's portfolio (77.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
REIT - Residential Real Estate | $207.8M | 13.67% | +$98.6M Bought | 1.82% 1.9M shares | |
REIT - Residential Real Estate | $201.6M | 13.27% | +$111.5M Bought | 5.26% 12.3M shares | |
Unknown Unknown | $139.2M | 9.16% | +$139.2M New | — 7.2M shares | |
Unknown Unknown | $139.2M | 9.16% | +$139.2M New | 1.25% 7.2M shares | |
REIT - Industrial Real Estate | $116.2M | 7.65% | +$40.7M Bought | 5.01% 3.8M shares | |
REIT - Industrial Real Estate | $94.9M | 6.25% | +$94.9M Bought | 2.72% 7.8M shares | |
Residential Construction Consumer Cyclical | $91.1M | 5.99% | -$12.0M Sold | 1.40% 1.4M shares | |
REIT - Office Real Estate | $71.8M | 4.73% | -$13.5M Sold | 5.23% 3.2M shares | |
REIT - Mortgage Real Estate | $59.1M | 3.89% | -$3.5M Sold | 8.78% 6.9M shares | |
REIT - Residential Real Estate | $52.0M | 3.42% | +$52.0M Bought | 0.42% 1.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Long Pond Capital, LP's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Long Pond Capital, LP
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