Long Pond Capital’s Americold COLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.2M Sell
2,685,314
-1,812,896
-40% -$24.9M 4.06% 9
2026
Q1
$51.5M Sell
4,498,210
-1,326,779
-23% -$16.6M 4.92% 9
2025
Q4
$74.9M Sell
5,824,989
-1,931,304
-25% -$23.7M 8.8% 1
2025
Q3
$94.9M Buy
+7,756,293
New +$116M 6.88% 5
2025
Q1
Sell
-2,071,821
Closed -$44.3M 36
2024
Q4
$44.3M Hold
2,071,821
2.25% 19
2024
Q3
$58.6M Sell
2,071,821
-2,313,486
-53% -$66.1M 2.63% 13
2024
Q2
$112M Buy
4,385,307
+123,440
+3% +$3.03M 5.98% 4
2024
Q1
$106M Buy
+4,261,867
New +$116M 6.08% 8
2022
Q3
Sell
-1,301,381
Closed -$39.1M 37
2022
Q2
$39.1M Sell
1,301,381
-4,283,238
-77% -$119M 1.94% 22
2022
Q1
$156M Buy
5,584,619
+1,659,537
+42% +$46.6M 6.35% 5
2021
Q4
$129M Buy
+3,925,082
New +$121M 4.6% 8
2019
Q2
Sell
-1,000,000
Closed -$30.5M 42
2019
Q1
$30.5M Buy
+1,000,000
New +$28.8M 1.06% 23

Other funds holding COLD

Long Pond Capital's COLD Position: Q2 2026 in Review

Long Pond Capital reduced its Americold (COLD) stake by 40% in Q2 2026, selling an estimated $24.9M and leaving 2,685,314 shares worth $42.2M. The position accounts for 4.06% of the portfolio, ranked #9.

Long Pond Capital first reported a position in COLD in Q1 2019 and has held it in 12 quarters since. The position peaked at $156M in Q1 2022. 410 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

  • Long Pond Capital held 2,685,314 shares of Americold worth $42.2M as of Q2 2026.
  • Long Pond Capital sold 1,812,896 Americold shares in Q2 2026, an estimated $24.9M.
  • Americold made up 4.06% of Long Pond Capital's portfolio in Q2 2026, its #9 holding.
  • Long Pond Capital first reported a position in Americold in Q1 2019 and has held it in 12 quarters since.
  • Long Pond Capital's Americold position peaked at $156M in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Americold as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.