LPC
JAN

Long Pond Capital’s Janus Living Inc JAN Stock Holding History

Long Pond Capital’s Portfolio JAN Stock Details JAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.8M Sell
2,568,555
-721,445
-22% -$18.7M 7.1% 4
2026
Q1 		$77.5M Buy
+3,290,000
New +$77.1M 7.41% 2

Other funds holding JAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Long Pond Capital reduced its Janus Living Inc (JAN) stake by 22% in Q2 2026, selling an estimated $18.7M and leaving 2,568,555 shares worth $73.8M. The position accounts for 7.1% of the portfolio, ranked #4.

Long Pond Capital first reported a position in JAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $77.5M in Q1 2026. 140 funds tracked by Wall St. Rank hold JAN as of Q2 2026.

  • Long Pond Capital held 2,568,555 shares of Janus Living Inc worth $73.8M as of Q2 2026.
  • Long Pond Capital sold 721,445 Janus Living Inc shares in Q2 2026, an estimated $18.7M.
  • Janus Living Inc made up 7.1% of Long Pond Capital's portfolio in Q2 2026, its #4 holding.
  • Long Pond Capital first reported a position in Janus Living Inc in Q1 2026 and has held it in 2 quarters since.
  • Long Pond Capital's Janus Living Inc position peaked at $77.5M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Janus Living Inc as of Q2 2026.

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