Long Pond Capital

Long Pond Capital as of March 31, 2015

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 32 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Starwood Hotels & Resorts Worldwide 12.3 $266M 3.2M 83.50
American Homes 4 Rent-a reit (AMH) 11.3 $244M 15M 16.55
McDonald's Corporation (MCD) 10.0 $216M 2.2M 97.44
Blackstone Mtg Tr (BXMT) 6.2 $133M 4.7M 28.37
Taubman Centers 5.5 $119M 1.5M 77.13
Citizens Financial (CFG) 5.4 $117M 4.9M 24.13
Spirit Realty reit 5.3 $114M 9.4M 12.08
Paramount Group Inc reit (PGRE) 3.9 $85M 4.4M 19.30
Starwood Waypoint Residential Trust 3.6 $77M 3.0M 25.85
Macerich Company (MAC) 3.1 $67M 795k 84.33
Fnf (FNF) 2.7 $58M 1.6M 36.76
American Residential Pptys I 2.6 $57M 3.2M 17.99
Boyd Gaming Corporation (BYD) 2.4 $51M 3.6M 14.20
Gramercy Property Trust 2.4 $51M 1.8M 28.07
Macy's (M) 2.2 $47M 727k 64.91
Mohawk Industries (MHK) 2.1 $47M 250k 185.75
D.R. Horton (DHI) 1.9 $41M 1.4M 28.48
Mack-Cali Realty (VRE) 1.8 $39M 2.0M 19.28
Camden Property Trust (CPT) 1.7 $37M 472k 78.13
Equity Commonwealth (EQC) 1.7 $37M 1.4M 26.55
PHH Corporation 1.6 $35M 1.4M 24.17
Post Properties 1.6 $34M 592k 56.93
MGM Resorts International. (MGM) 1.5 $33M 1.6M 21.03
Forest City Enterprises 1.4 $30M 1.2M 25.52
Stonegate Mortgage 1.2 $27M 2.5M 10.82
Caesars Entertainment 1.1 $23M 2.1M 10.53
Silver Bay Rlty Tr 1.0 $22M 1.4M 16.16
Nmi Hldgs Inc cl a (NMIH) 1.0 $22M 2.9M 7.49
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 0.9 $20M 1.4M 14.10
Pennymac Financial Service A 0.5 $10M 591k 16.97
Summit Matls Inc cl a (SUM) 0.3 $5.5M 250k 22.15
Parkway Properties 0.0 $269k 16k 17.35