Long Pond (John Koury) discloses updated portfolio positions in 13F filing: New GLPI SAFE PRKS positions, Exited JHX LXP AMH
Highlights from Q4 2025 filing as compared to Q3 2025 (all amounts are approximate):
- New: GLPI (994K), SAFE (945K), PRKS (855K), TREX (484K), ARE (479K), CUBE (347K), WH (338K), LINE (184K), VRE (150K)
- Increased: JBGS (4.1 mln from 3.2 mln), CZR (1.5 mln from 959K), PLD (350K from 3K), NXRT (843K from 544K), CSR (444K from 213K), HGV (732K from 648K)
- Maintained: INN (9.4 mln), TRTX (7.0 mln)
- Exited: JHX (7.25 mln), LXP (3.8 mln), AMH (1.56 mln), TMHC (1.38 mln), PLYM (492K), ELS (355K), FUN (290K)
- Decreased: IRT (1.0 mln from 1.2 mln), COLD (5.8 mln from 7.8 mln), CPT (54K from 1.9 mln), NSA (2.6 mln from 3.8 mln), KREF (1.6 mln from 2.3 mln), SMRT (5.6 mln from 6.1 mln), MHO (71K from 228K), H (203K from 318K), MAA (40K from 68K)