Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LONG POND CAPITAL LP 11-13-2019 09-30-2019 35 3,831,749,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
D R HORTON INC COM 1 $477,928,000 9,067,128 12.47 14.88 -2,426,539 -21.11 09-30-2019
VORNADO RLTY TR SH BEN INT 2 $335,021,000 5,261,838 8.74 8.99 587,502 12.57 09-30-2019
HILTON GRAND VACATIONS INC COM 3 $251,747,000 7,867,092 6.57 7.51 0 0.00 09-30-2019
SPDR S&P 500 ETF TR TR UNIT 4 $237,416,000 800,000 6.20 7.92 -100,000 -11.11 09-30-2019
HYATT HOTELS CORP COM CL A 5 $218,882,000 2,971,119 5.71 6.79 0 0.00 09-30-2019
OWENS CORNING NEW COM 6 $204,350,000 3,233,385 5.33 5.61 25,000 0.78 09-30-2019
SPDR DOW JONES INDL AVRG ETF UT SER 1 7 $169,815,000 630,859 4.43 0.93 514,469 442.02 09-30-2019
MADISON SQUARE GARDEN CO NEW CL A 8 $155,998,000 591,977 4.07 0.28 558,635 1675.47 09-30-2019
LENNAR CORP CL A 9 $151,624,000 2,714,845 3.96 2.27 1,156,033 74.16 09-30-2019
HILTON WORLDWIDE HLDGS INC COM 10 $135,744,000 1,457,888 3.54 3.22 361,908 33.02 09-30-2019
EXTENDED STAY AMER INC UNIT 99/99/9999B 11 $129,700,000 8,859,268 3.38 2.31 4,311,648 94.81 09-30-2019
PARAMOUNT GROUP INC COM 12 $120,125,000 8,998,096 3.13 3.44 816,788 9.98 09-30-2019
LIBERTY PPTY TR SH BEN INT 13 $98,861,000 1,925,997 2.58 1.12 1,183,503 159.40 09-30-2019
SL GREEN RLTY CORP COM 14 $95,390,000 1,166,853 2.49 2.74 30,000 2.64 09-30-2019
LOWES COS INC COM Liquidated $0 0 3.21 841,548 +Inf 06-30-2019
HUDSON PAC PPTYS INC COM 16 $89,723,000 2,681,496 2.34 5.23 -2,553,018 -48.77 09-30-2019
HOST HOTELS & RESORTS INC COM 17 $88,594,000 5,123,976 2.31 0.74 3,773,976 279.55 09-30-2019
FORESTAR GROUP INC COM 18 $85,585,000 4,681,873 2.23 2.27 808,000 20.86 09-30-2019
EAGLE MATERIALS INC COM 19 $79,726,000 885,746 2.08 1.66 290,811 48.88 09-30-2019
LAS VEGAS SANDS CORP COM 20 $77,398,000 1,340,000 2.02 1,340,000 +Inf 09-30-2019
SPIRIT RLTY CAP INC NEW COM NEW Liquidated $0 0 2.32 0.45 1,489,696 463.19 09-30-2019
AMERICAN HOMES 4 RENT CL A Liquidated $0 0 2.60 3,281,847 +Inf 06-30-2019
SABRA HEALTH CARE REIT INC COM 23 $73,357,000 3,194,989 1.91 3,194,989 +Inf 09-30-2019
LYON WILLIAM HOMES CL A NEW 24 $64,907,000 3,187,943 1.69 1.36 705,917 28.44 09-30-2019
RED ROCK RESORTS INC CL A 25 $61,159,000 3,012,040 1.60 0.16 2,767,515 1131.79 09-30-2019
CENTURY CMNTYS INC COM Liquidated $0 0 2.03 2,432,176 +Inf 06-30-2019
APARTMENT INVT & MGMT CO CL A 27 $54,905,000 1,053,032 1.43 0.82 506,318 92.61 09-30-2019
KILROY RLTY CORP COM 28 $53,736,000 689,901 1.40 689,901 +Inf 09-30-2019
LIFE STORAGE INC COM Liquidated $0 0 1.61 564,721 +Inf 09-30-2019
VEREIT INC COM 30 $51,345,000 5,250,000 1.34 5,250,000 +Inf 09-30-2019
FIVE POINT HOLDINGS LLC COM CL A 31 $48,463,000 6,461,780 1.26 1.46 0 0.00 09-30-2019
JBG SMITH PPTYS COM 32 $45,214,000 1,153,127 1.18 0.90 394,623 52.03 09-30-2019
BELMOND LTD CL A Liquidated $0 0 1.55 1,788,467 +Inf 06-30-2019
JONES LANG LASALLE INC COM 34 $44,439,000 319,566 1.16 2.17 -194,307 -37.81 09-30-2019
SUNSTONE HOTEL INVS INC NEW COM Liquidated $0 0 1.21 2,942,621 +Inf 09-30-2019
DUKE REALTY CORP COM NEW Liquidated $0 0 1.11 1,172,641 +Inf 09-30-2019
URBAN EDGE PPTYS COM Liquidated $0 0 1.04 2,003,037 +Inf 09-30-2019
DIAMONDROCK HOSPITALITY CO COM Liquidated $0 0 1.00 1.08 350,000 12.22 09-30-2019
VICI PPTYS INC COM Liquidated $0 0 0.99 1,500,000 +Inf 09-30-2019
AMERICOLD RLTY TR COM Liquidated $0 0 1.06 1,000,000 +Inf 06-30-2019
BOYD GAMING CORP COM 41 $27,550,000 1,150,332 0.72 0.47 565,000 96.53 09-30-2019
WYNDHAM HOTELS & RESORTS INC COM 42 $27,435,000 530,245 0.72 0.87 13,082 2.53 09-30-2019
WYNN RESORTS LTD COM Liquidated $0 0 0.93 223,415 +Inf 06-30-2019
CARNIVAL CORP UNIT 99/99/9999 Liquidated $0 0 0.78 555,000 +Inf 09-30-2019
MGM RESORTS INTERNATIONAL COM 45 $25,225,000 910,000 0.66 0.52 304,167 50.21 09-30-2019
PLAYA HOTELS & RESORTS NV SHS 46 $18,356,000 2,344,296 0.48 0.54 0 0.00 09-30-2019
PENNYMAC FINL SVCS INC COM Liquidated $0 0 0.50 0.59 0 0.00 09-30-2019
OMEGA HEALTHCARE INVS INC COM 48 $13,791,000 330,000 0.36 1.45 -980,279 -74.81 09-30-2019
KB HOME COM Liquidated $0 0 0.48 566,680 +Inf 06-30-2019
FIRST INDUSTRIAL REALTY TRUS COM 50 $13,471,000 340,533 0.35 0.83 -410,009 -54.63 09-30-2019
CUSHMAN WAKEFIELD PLC SHS Liquidated $0 0 0.47 750,000 +Inf 06-30-2019
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