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Long Pond Capital’s Red Rock Resorts RRR Stock Holding History

Long Pond Capital’s Portfolio RRR Stock Details RRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-902,644
Closed -$47M – 37
2025
Q2 		$47M Sell
902,644
-310,647
-26% -$14.2M 3.03% 16
2025
Q1 		$52.6M Sell
1,213,291
-260,862
-18% -$12.3M 3.42% 11
2024
Q4 		$68.2M Buy
1,474,153
+866,320
+143% +$44.1M 3.46% 11
2024
Q3 		$33.1M Buy
607,833
+207,553
+52% +$11.6M 1.48% 21
2024
Q2 		$22M Buy
+400,280
New +$21.7M 1.17% 26
2022
Q4 		– Sell
-730,843
Closed -$25M – 46
2022
Q3 		$25M Sell
730,843
-91,127
-11% -$3.46M 1.47% 26
2022
Q2 		$27.4M Buy
+821,970
New +$32.8M 1.36% 29
2022
Q1 		– Sell
-777,885
Closed -$42.8M – 45
2021
Q4 		$42.8M Buy
+777,885
New +$40.4M 1.53% 25
2020
Q2 		– Sell
-3,219,355
Closed -$27.5M – 48
2020
Q1 		$27.5M Buy
3,219,355
+733,572
+30% +$14.5M 1.41% 23
2019
Q4 		$59.5M Sell
2,485,783
-526,257
-17% -$11.7M 1.52% 22
2019
Q3 		$61.2M Buy
3,012,040
+2,767,515
+1,132% +$57.8M 1.6% 22
2019
Q2 		$5.25M Buy
+244,525
New +$5.94M 0.16% 39

Other funds holding RRR

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Long Pond Capital's RRR Position: Q3 2025 in Review

Long Pond Capital sold out of Red Rock Resorts (RRR) in Q3 2025, closing a stake of 902,644 shares — an estimated $47M sold.

Long Pond Capital first reported a position in RRR in Q2 2019 and held it in 12 quarters. The position peaked at $68.2M in Q4 2024. 249 funds tracked by Wall St. Rank hold RRR as of Q3 2025.

  • Long Pond Capital reported no remaining Red Rock Resorts position as of Q3 2025 after selling out during the quarter.
  • Long Pond Capital sold 902,644 Red Rock Resorts shares in Q3 2025, an estimated $47M.
  • Long Pond Capital first reported a position in Red Rock Resorts in Q2 2019 and held it in 12 quarters.
  • Long Pond Capital's Red Rock Resorts position peaked at $68.2M in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Red Rock Resorts as of Q3 2025.

Based on Long Pond Capital's 13F filing for Q3 2025, filed 14 Nov 2025.