LPC
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Long Pond Capital’s Cedar Fair FUN Stock Holding History

Long Pond Capital’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9M Buy
979,395
+228,971
+31% +$4.67M 2.01% 18
2026
Q1 		$13.3M Buy
+750,424
New +$12.7M 1.27% 24
2025
Q4 		– Sell
-290,000
Closed -$6.59M – 34
2025
Q3 		$6.59M Sell
290,000
-3,006,660
-91% -$79.8M 0.48% 24
2025
Q2 		$100M Buy
3,296,660
+1,172,101
+55% +$39.3M 6.47% 5
2025
Q1 		$75.8M Buy
+2,124,559
New +$90.4M 4.93% 6
2024
Q4 		– Sell
-1,448,383
Closed -$58.4M – 32
2024
Q3 		$58.4M Buy
+1,448,383
New +$66.3M 2.62% 14

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Long Pond Capital increased its Cedar Fair (FUN) stake by 31% in Q2 2026, buying an estimated $4.67M and bringing the position to 979,395 shares worth $20.9M. The position accounts for 2.01% of the portfolio, ranked #18.

Long Pond Capital first reported a position in FUN in Q3 2024 and has held it in 6 quarters since. The position peaked at $100M in Q2 2025. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Long Pond Capital held 979,395 shares of Cedar Fair worth $20.9M as of Q2 2026.
  • Long Pond Capital bought 228,971 Cedar Fair shares in Q2 2026, an estimated $4.67M.
  • Cedar Fair made up 2.01% of Long Pond Capital's portfolio in Q2 2026, its #18 holding.
  • Long Pond Capital first reported a position in Cedar Fair in Q3 2024 and has held it in 6 quarters since.
  • Long Pond Capital's Cedar Fair position peaked at $100M in Q2 2025.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

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