Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
LONG POND CAPITAL LP 08-13-2019 06-30-2019 39 3,331,156,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
D R HORTON INC COM 1 $495,722,000 11,493,667 14.88 17.80 -846,046 -6.86
VORNADO RLTY TR SH BEN INT 2 $299,625,000 4,674,336 8.99 6.50 1,910,770 69.14
SPDR S&P 500 ETF TR TR UNIT 3 $263,700,000 900,000 7.92 900,000 +Inf
HILTON GRAND VACATIONS INC COM 4 $250,331,000 7,867,092 7.51 6.31 2,000,000 34.09
HYATT HOTELS CORP COM CL A 5 $226,191,000 2,971,119 6.79 6.29 484,279 19.47
OWENS CORNING NEW COM 6 $186,728,000 3,208,385 5.61 5.27 0 0.00
HUDSON PAC PPTYS INC COM 7 $174,152,000 5,234,514 5.23 7.50 -1,015,160 -16.24
PARAMOUNT GROUP INC COM 8 $114,620,000 8,181,308 3.44 3.11 1,903,023 30.31
HILTON WORLDWIDE HLDGS INC COM 9 $107,121,000 1,095,980 3.22 8.00 -1,667,311 -60.34
LOWES COS INC COM Liquidated $0 0 3.21 841,548 +Inf
SL GREEN RLTY CORP COM 11 $91,369,000 1,136,853 2.74 1.71 590,642 108.13
SHERWIN WILLIAMS CO COM Liquidated $0 0 3.48 225,500 +Inf
SPIRIT RLTY CAP INC NEW COM NEW 13 $77,270,000 1,811,310 2.32 0.45 1,489,696 463.19
EXTENDED STAY AMER INC UNIT 99/99/9999B 14 $76,809,000 4,547,620 2.31 0.98 2,988,907 191.75
FORESTAR GROUP INC COM 15 $75,734,000 3,873,873 2.27 2.33 0 0.00
LENNAR CORP CL A 16 $75,540,000 1,558,812 2.27 3.98 -768,821 -33.03
AMERICAN HOMES 4 RENT CL A Liquidated $0 0 2.60 2.94 -485,000 -12.88
JONES LANG LASALLE INC COM 18 $72,297,000 513,873 2.17 513,873 +Inf
MARRIOTT INTL INC NEW CL A Liquidated $0 0 2.68 629,469 +Inf
MOHAWK INDS INC COM Liquidated $0 0 2.63 573,130 +Inf
TAYLOR MORRISON HOME CORP CL A Liquidated $0 0 2.32 3,714,751 +Inf
CENTURY CMNTYS INC COM Liquidated $0 0 2.03 1.77 -176,700 -6.77
EAGLE MATERIALS INC COM 23 $55,150,000 594,935 1.66 1.59 55,000 10.19
LIFE STORAGE INC COM 24 $53,694,000 564,721 1.61 564,721 +Inf
REXFORD INDL RLTY INC COM Liquidated $0 0 2.06 1,776,371 +Inf
FIVE POINT HOLDINGS LLC COM CL A 26 $48,593,000 6,461,780 1.46 1.42 800,000 14.13
OMEGA HEALTHCARE INVS INC COM 27 $48,153,000 1,310,279 1.45 1,310,279 +Inf
LYON WILLIAM HOMES CL A NEW 28 $45,247,000 2,482,026 1.36 1.28 85,000 3.55
BELMOND LTD CL A Liquidated $0 0 1.55 1.76 0 0.00
SUNSTONE HOTEL INVS INC NEW COM 30 $40,343,000 2,942,621 1.21 2,942,621 +Inf
LIBERTY PPTY TR SH BEN INT Liquidated $37,154,000 742,494 1.12 0.26 742,494 +Inf
DUKE REALTY CORP COM NEW 32 $37,067,000 1,172,641 1.11 1,172,641 +Inf
URBAN EDGE PPTYS COM 33 $34,713,000 2,003,037 1.04 2,003,037 +Inf
DIAMONDROCK HOSPITALITY CO COM 34 $33,227,000 3,213,443 1.00 1.08 350,000 12.22
VICI PPTYS INC COM 35 $33,060,000 1,500,000 0.99 1,500,000 +Inf
SPDR DOW JONES INDL AVRG ETF UT SER 1 Liquidated $30,942,000 116,390 0.93 0.88 116,390 +Inf
AMERICOLD RLTY TR COM Liquidated $0 0 1.06 1,000,000 +Inf
JBG SMITH PPTYS COM 38 $29,840,000 758,504 0.90 2.85 -1,215,913 -61.58
WYNDHAM HOTELS & RESORTS INC COM 39 $28,827,000 517,163 0.87 5.12 -2,420,900 -82.40
FIRST INDUSTRIAL REALTY TRUS COM 40 $27,575,000 750,542 0.83 750,542 +Inf
APARTMENT INVT & MGMT CO CL A 41 $27,401,000 546,714 0.82 546,714 +Inf
WYNN RESORTS LTD COM Liquidated $0 0 0.93 223,415 +Inf
CARNIVAL CORP UNIT 99/99/9999 43 $25,835,000 555,000 0.78 555,000 +Inf
HOST HOTELS & RESORTS INC COM 44 $24,597,000 1,350,000 0.74 1,350,000 +Inf
SUMMIT MATLS INC CL A Liquidated $0 0 0.87 1,791,352 +Inf
PLAYA HOTELS & RESORTS NV SHS 46 $18,075,000 2,344,296 0.54 0.37 938,700 66.78
MGM RESORTS INTERNATIONAL COM 47 $17,309,000 605,833 0.52 1.26 -803,567 -57.01
PENNYMAC FINL SVCS INC COM 48 $16,790,000 757,000 0.50 0.59 0 0.00
BOYD GAMING CORP COM 49 $15,769,000 585,332 0.47 585,332 +Inf
MARRIOTT VACATIONS WRLDWDE C COM Liquidated $0 0 0.59 214,419 +Inf
KB HOME COM Liquidated $0 0 0.48 566,680 +Inf
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