Long Pond Capital

Long Pond Capital as of June 30, 2012

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 19 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Starwood Property Trust (STWD) 15.0 $24M 1.1M 21.31
Ashford Hospitality Trust 13.9 $23M 2.7M 8.43
Weyerhaeuser Company (WY) 7.8 $13M 567k 22.36
Corrections Corporation of America 7.8 $13M 429k 29.45
Brookdale Senior Living (BKD) 6.6 $11M 605k 17.74
Capital Senior Living Corporation 6.0 $9.6M 910k 10.60
Av Homes 5.8 $9.4M 648k 14.58
Morgans Hotel 5.7 $9.3M 2.0M 4.70
Cousins Properties 5.1 $8.3M 1.1M 7.75
Nationstar Mortgage 4.7 $7.6M 351k 21.52
M/I Homes (MHO) 3.9 $6.2M 360k 17.32
Gaylord Entertainment Company 3.0 $4.9M 128k 38.56
Owens Corning (OC) 3.0 $4.9M 170k 28.54
J.C. Penney Company 2.9 $4.7M 200k 23.31
Lowe's Companies (LOW) 2.9 $4.7M 164k 28.44
MPG Office Trust 2.5 $4.0M 2.0M 2.01
Forest City Enterprises 1.7 $2.8M 190k 14.60
Emeritus Corporation 1.6 $2.5M 150k 16.83
iShares Dow Jones US Real Estate (IYR) 0.1 $186k 140k 1.33