Long Pond Capital

Latest statistics and disclosures from Long Pond Capital's latest quarterly 13F-HR filing:

Companies in the Long Pond Capital portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
D.R. Horton (DHI) 14.88 11.49M -6% 43.13
Vornado Realty Trust (VNO) 8.99 4.67M +69% 64.10
SPDR S&P; 500 ETF (SPY) 7.92 900000 NEW 293.00
Hilton Grand Vacations 7.51 7.87M +34% 31.82
Hyatt Hotels Corporation (H) 6.79 2.97M +19% 76.13
Owens Corning (OC) 5.61 3.21M 58.20
Hudson Pacific Properties (HPP) 5.23 5.23M -16% 33.27
Paramount Group Inc reit 3.44 8.18M +30% 14.01
Hilton Worldwide Holdings 3.22 1.10M -60% 97.74
SL Green Realty (SLG) 2.74 1.14M +108% 80.37
Spirit Realty Capital Inc 2.32 1.81M +463% 42.66
Extended Stay America 2.31 4.55M +191% 16.89
Lennar Corporation (LEN) 2.27 1.56M -33% 48.46
Forestar Group Inc 2.27 3.87M 19.55
Jones Lang LaSalle Incorporated (JLL) 2.17 513873 NEW 140.69
Eagle Materials (EXP) 1.66 594935 +10% 92.70
Life Storage Inc reit 1.61 564721 NEW 95.08
Five Point Holdings 1.46 6.46M +14% 7.52
Omega Healthcare Investors (OHI) 1.45 1.31M NEW 36.75
Lyon William Homes cl a 1.36 2.48M +3% 18.23
Sunstone Hotel Investors (SHO) 1.21 2.94M NEW 13.71
Liberty Property Trust (LRY) 1.12 742494 NEW 50.04
Duke Realty Corporation (DRE) 1.11 1.17M NEW 31.61
Urban Edge Pptys 1.04 2.00M NEW 17.33
DiamondRock Hospitality Company (DRH) 1.00 3.21M +12% 10.34
Vici Pptys Inc 0.99 1.50M NEW 22.04
SPDR Dow Jones Industrial Average ETF (DIA) 0.93 116390 NEW 265.85
Jbg Smith Properties 0.90 758504 -61% 39.34
Wyndham Hotels And Resorts Inc 0.87 517163 -82% 55.74
First Industrial Realty Trust (FR) 0.83 750542 NEW 36.74
Apartment Invt And Mgmt Co -a 0.82 546714 NEW 50.12
Carnival Corporation (CCL) 0.78 555000 NEW 46.55
Host Hotels & Resorts (HST) 0.74 1.35M NEW 18.22
Playa Hotels & Resorts Nv shs 0.54 2.34M +66% 7.71
MGM Resorts International. (MGM) 0.52 605833 -57% 28.57
Pennymac Financial Services 0.50 757000 22.18
Boyd Gaming Corporation (BYD) 0.47 585332 NEW 26.94
Madison Square Garden Cl A 0.28 33342 NEW 279.95
* Red Rock Resorts Inc Cl A stock 0.16 244525 NEW 21.48

Past 13F-HR SEC Filings by Long Pond Capital

View All Filings