Long Pond (John Koury) discloses updated portfolio positions in 13F filing: New CHDN ELS BLDR positions, Added to HGV KREF, Exited INN NCLH
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: CHDN (398K), ELS (306K), BLDR (246K), FERG (104K), ARE (95K), LPX (94K), LOW (44K), FBIN (30K), HD (30K)
- Increased: HGV (1.2 mln from 485K), FUN (979K from 750K), POOL (132K from 110K), MHO (55K from 48K), KREF (5.8 mln from 5.7 mln)
- Maintained: TRTX (7.0 mln), NXRT (453K)
- Exited: INN (9.4 mln), NCLH (1.7 mln), JHX (1.2 mln), AMH (1.1 mln), KRC (1.1 mln), SAFE (554K), CUBE (435K), LINE (411K), H (224K), CSR (190K)
- Decreased: DOC (257K from 2.5 mln), COLD (2.7 mln from 4.5 mln), PRKS (777K from 1.7 mln), JAN (2.6 mln from 3.3 mln), WH (30K from 702K), IRT (5.1 mln from 5.7 mln), JBGS (4.0 mln from 4.4 mln), WYNN (307K from 529K), CPT (183K from 401K), SMA (445K from 613K)