Long Pond Capital

Long Pond Capital as of March 31, 2014

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Homes 4 Rent-a reit (AMH) 13.2 $133M 7.9M 16.71
Blackstone Mtg Tr (BXMT) 10.6 $106M 3.7M 28.75
Starwood Waypoint Residential Trust 8.7 $88M 3.0M 28.79
Hyatt Hotels Corporation (H) 6.1 $61M 1.1M 53.81
Cbre Group Inc Cl A (CBRE) 5.5 $56M 2.0M 27.43
American Tower Reit (AMT) 5.1 $52M 629k 81.87
Emeritus Corporation 5.0 $50M 1.6M 31.44
Boyd Gaming Corporation (BYD) 4.1 $41M 3.1M 13.20
Mohawk Industries (MHK) 3.9 $39M 290k 135.98
Glimcher Realty Trust 3.9 $39M 3.9M 10.03
Pinnacle Entertainment 3.8 $39M 1.6M 23.70
American Residential Pptys I 3.5 $35M 2.0M 17.98
Hilton Worlwide Hldgs 3.3 $33M 1.5M 22.24
Madison Square Garden 3.3 $33M 587k 56.78
Apartment Investment and Management 3.2 $32M 1.1M 30.22
Armstrong World Industries (AWI) 3.0 $30M 569k 53.25
Stonegate Mortgage 2.7 $27M 1.8M 14.86
Wyndham Worldwide Corporation 2.4 $24M 332k 73.23
Forest City Enterprises 2.3 $23M 1.2M 19.10
Crown Castle International 1.8 $18M 242k 73.78
PHH Corporation 1.5 $15M 594k 25.84
Scientific Games (LNW) 1.5 $15M 1.1M 13.73
Norwegian Cruise Line Hldgs (NCLH) 0.5 $4.5M 141k 32.27
Melco Crown Entertainment (MLCO) 0.4 $3.9M 100k 38.65
Ply Gem Holdings 0.3 $3.3M 261k 12.63
Mack-Cali Realty (VRE) 0.3 $3.2M 156k 20.79
Penn National Gaming (PENN) 0.1 $494k 40k 12.32
CommonWealth REIT 0.0 $50k 500k 0.10