Long Pond Capital’s Hilton Grand Vacations HGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.1M | Buy |
1,186,119
+700,725
| +144% | +$33.8M | 5.97% | 5 |
|
|
2026
Q1 | $19M | Sell |
485,394
-246,627
| -34% | -$11.1M | 1.81% | 20 |
|
|
2025
Q4 | $32.8M | Buy |
732,021
+84,000
| +13% | +$3.57M | 3.85% | 10 |
|
|
2025
Q3 | $27.1M | Sell |
648,021
-662,705
| -51% | -$30.5M | 1.96% | 14 |
|
|
2025
Q2 | $54.4M | Sell |
1,310,726
-518,769
| -28% | -$19.6M | 3.51% | 13 |
|
|
2025
Q1 | $68.4M | Buy |
1,829,495
+444,240
| +32% | +$17.7M | 4.45% | 7 |
|
|
2024
Q4 | $54M | Sell |
1,385,255
-1,285,488
| -48% | -$50.6M | 2.74% | 17 |
|
|
2024
Q3 | $97M | Buy |
2,670,743
+1,469,823
| +122% | +$56.9M | 4.35% | 9 |
|
|
2024
Q2 | $48.6M | Buy |
1,200,920
+823,228
| +218% | +$34.9M | 2.59% | 15 |
|
|
2024
Q1 | $17.8M | Sell |
377,692
-408,900
| -52% | -$17.9M | 1.02% | 21 |
|
|
2023
Q4 | $31.6M | Sell |
786,592
-584,052
| -43% | -$21.9M | 2.54% | 13 |
|
|
2023
Q3 | $55.8M | Buy |
1,370,644
+789,856
| +136% | +$34.8M | 3.18% | 13 |
|
|
2023
Q2 | $26.4M | Buy |
580,788
+243,469
| +72% | +$10.9M | 1.56% | 20 |
|
|
2023
Q1 | $15M | Sell |
337,319
-121,578
| -26% | -$5.51M | 0.8% | 25 |
|
|
2022
Q4 | $17.7M | Sell |
458,897
-327,048
| -42% | -$12.9M | 1.08% | 29 |
|
|
2022
Q3 | $25.9M | Buy |
785,945
+251,953
| +47% | +$10M | 1.51% | 25 |
|
|
2022
Q2 | $19.1M | Sell |
533,992
-72,869
| -12% | -$3.24M | 0.94% | 32 |
|
|
2022
Q1 | $31.6M | Buy |
606,861
+59,396
| +11% | +$2.99M | 1.29% | 21 |
|
|
2021
Q4 | $28.5M | Sell |
547,465
-449,081
| -45% | -$22.5M | 1.02% | 28 |
|
|
2021
Q3 | $47.4M | Sell |
996,546
-113,602
| -10% | -$4.81M | 1.73% | 23 |
|
|
2021
Q2 | $45.9M | Sell |
1,110,148
-670,861
| -38% | -$29.1M | 1.6% | 25 |
|
|
2021
Q1 | $66.8M | Buy |
1,781,009
+80,664
| +5% | +$2.9M | 2.28% | 18 |
|
|
2020
Q4 | $53.3M | Sell |
1,700,345
-280,900
| -14% | -$7.34M | 1.78% | 22 |
|
|
2020
Q3 | $41.6M | Sell |
1,981,245
-597,353
| -23% | -$12.7M | 1.59% | 25 |
|
|
2020
Q2 | $50.4M | Sell |
2,578,598
-2,158,752
| -46% | -$42.6M | 1.99% | 23 |
|
|
2020
Q1 | $74.7M | Buy |
4,737,350
+2,252,492
| +91% | +$61.9M | 3.83% | 13 |
|
|
2019
Q4 | $85.5M | Sell |
2,484,858
-5,382,234
| -68% | -$185M | 2.18% | 18 |
|
|
2019
Q3 | $252M | Hold |
7,867,092
| – | – | 6.57% | 3 |
|
|
2019
Q2 | $250M | Buy |
7,867,092
+2,000,000
| +34% | +$59.5M | 7.51% | 4 |
|
|
2019
Q1 | $181M | Buy |
5,867,092
+515,057
| +10% | +$15.8M | 6.31% | 5 |
|
|
2018
Q4 | $141M | Buy |
5,352,035
+2,896,866
| +118% | +$84M | 5.55% | 6 |
|
|
2018
Q3 | $81.3M | Buy |
+2,455,169
| New | +$81.8M | 2.12% | 17 |
|
Other funds holding HGV
AMH
HPC
CIP
NPCM
MA
Long Pond Capital's HGV Position: Q2 2026 in Review
Long Pond Capital increased its Hilton Grand Vacations (HGV) stake by 144% in Q2 2026, buying an estimated $33.8M and bringing the position to 1,186,119 shares worth $62.1M. The position accounts for 5.97% of the portfolio, ranked #5.
Long Pond Capital first reported a position in HGV in Q3 2018 and has held it in 32 quarters since. The position peaked at $252M in Q3 2019. 302 funds tracked by Wall St. Rank hold HGV as of Q2 2026.
- Long Pond Capital held 1,186,119 shares of Hilton Grand Vacations worth $62.1M as of Q2 2026.
- Long Pond Capital bought 700,725 Hilton Grand Vacations shares in Q2 2026, an estimated $33.8M.
- Hilton Grand Vacations made up 5.97% of Long Pond Capital's portfolio in Q2 2026, its #5 holding.
- Long Pond Capital first reported a position in Hilton Grand Vacations in Q3 2018 and has held it in 32 quarters since.
- Long Pond Capital's Hilton Grand Vacations position peaked at $252M in Q3 2019.
- 302 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2026.
Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.