Long Pond Capital

Long Pond Capital as of Sept. 30, 2012

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 21 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ashford Hospitality Trust 17.8 $27M 3.3M 8.40
Brookfield Asset Management 11.1 $17M 495k 34.51
Morgans Hotel 8.2 $13M 2.0M 6.42
Forest City Enterprises 6.6 $10M 646k 15.85
InterContinental Hotels 6.3 $9.8M 372k 26.25
Av Homes 6.2 $9.6M 648k 14.84
Equity Lifestyle Properties (ELS) 6.0 $9.3M 137k 68.12
Emeritus Corporation 6.0 $9.3M 444k 20.94
Northstar Realty Finance 5.5 $8.4M 1.3M 6.36
M/I Homes (MHO) 4.6 $7.0M 363k 19.34
BRE Properties 4.4 $6.8M 144k 46.89
Home Loan Servicing Solution ord 4.0 $6.2M 381k 16.28
Lowe's Companies (LOW) 3.7 $5.7M 189k 30.24
Associated Estates Realty Corporation 3.5 $5.4M 355k 15.16
MPG Office Trust 2.4 $3.8M 1.1M 3.35
Simon Property (SPG) 1.7 $2.6M 17k 151.82
Glimcher Realty Trust 1.1 $1.7M 160k 10.57
PICO Holdings 0.4 $685k 30k 22.83
Orient-exp Htls 0.3 $505k 57k 8.90
General Growth Properties 0.0 $14k 700k 0.02
iShares Dow Jones US Real Estate (IYR) 0.0 $0 15k 0.00