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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
John Khoury
✓ VerifiedInstitutional Investor • Long Pond Capital
Value
$851M
Stocks
30 Stocks
Turnover
0.0%
Top Holdings
SBA(9.81%) IRT(9.71%) JAN(8.37%) HGV(7.04%) JBGS(6.70%)
About Investor
Established investor leading Long Pond Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
John Khoury Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| SBA | None | SBA Communications Corp. | General | $86.5M | 0 | 9.8% | 0 | No Change |
| IRT | None | Independence Realty Trust, Inc. | Real Estate | $85.6M | 0 | 9.7% | 0 | No Change |
| JAN | None | Janus Living, Inc. | General | $73.8M | 0 | 8.4% | 0 | No Change |
| HGV | None | Hilton Grand Vacations | Consumer Discretionary | $62.1M | 0 | 7.0% | 0 | No Change |
| JBGS | None | JBG SMITH Properties | Real Estate | $59.0M | 0 | 6.7% | 0 | No Change |
| TRTX | None | Tpg Re Finance Trust Inc - US REIT | General | $58.8M | 0 | 6.7% | 0 | No Change |
| COMP | None | Compass Inc | Real Estate | $44.3M | 0 | 5.0% | 0 | No Change |
| COLD | None | Americold Realty Trust Inc. | Real Estate | $42.2M | 0 | 4.8% | 0 | No Change |
| KREF | None | KKR REAL ESTATE FIN TR INC | General | $39.8M | 0 | 4.5% | 0 | No Change |
| PRKS | None | United Parks & Resorts | Consumer Discretionary | $37.1M | 0 | 4.2% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
13F Sector Breakdown
General33.4%
Real Estate32.6%
Consumer Discretionary23.6%
Industrials9.5%
Information Technology0.8%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 7 | $294.9M | 33.4% |
| Real Estate | 9 | $287.9M | 32.6% |
| Consumer Discretionary | 8 | $208.2M | 23.6% |
| Industrials | 5 | $84.0M | 9.5% |
| Information Technology | 1 | $6.7M | 0.8% |