Long Pond Capital

Long Pond Capital as of June 30, 2014

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 31 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Homes 4 Rent-a reit (AMH) 11.4 $170M 9.6M 17.76
Blackstone Mtg Tr (BXMT) 8.3 $125M 4.3M 29.00
Spirit Realty reit 7.7 $115M 10M 11.36
Madison Square Garden 6.5 $96M 1.5M 62.45
Hilton Worlwide Hldgs 6.2 $93M 4.0M 23.30
Starwood Waypoint Residential Trust 5.1 $77M 2.9M 26.21
La Quinta Holdings 5.1 $76M 4.0M 19.14
Starwood Hotels & Resorts Worldwide 4.5 $67M 832k 80.82
Mohawk Industries (MHK) 4.5 $67M 481k 138.34
Cemex SAB de CV (CX) 3.9 $58M 4.4M 13.23
American Tower Reit (AMT) 3.6 $53M 593k 89.98
American Residential Pptys I 3.2 $47M 2.5M 18.75
Crown Castle International 3.0 $45M 605k 74.26
Cbre Group Inc Cl A (CBRE) 2.6 $39M 1.2M 32.04
Apartment Investment and Management 2.3 $34M 1.1M 32.27
Pinnacle Entertainment 2.3 $34M 1.4M 25.18
Armstrong World Industries (AWI) 2.2 $33M 569k 57.43
Diamond Resorts International 2.0 $29M 1.3M 23.27
Boyd Gaming Corporation (BYD) 1.8 $27M 2.2M 12.13
Emeritus Corporation 1.8 $27M 838k 31.65
Stonegate Mortgage 1.7 $26M 1.8M 13.95
Tempur-Pedic International (TPX) 1.7 $25M 418k 59.70
Scientific Games (LNW) 1.6 $25M 2.2M 11.12
Caesar Stone Sdot Yam (CSTE) 1.5 $22M 450k 49.08
Wyndham Worldwide Corporation 1.3 $19M 250k 75.72
MGM Resorts International. (MGM) 1.0 $14M 544k 26.40
Brookdale Senior Living (BKD) 0.9 $13M 390k 33.34
PHH Corporation 0.8 $13M 544k 22.98
iStar Financial 0.8 $12M 775k 14.98
Ellie Mae 0.5 $6.8M 218k 31.13
Colony Financial 0.4 $6.5M 280k 23.22