Long Pond Capital

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

Portfolio Holdings for Long Pond Capital

Companies in the Long Pond Capital portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Madison Square Garden Cl A 8.46 780792 211.41
Wyndham Hotels And Resorts Inc 8.19 5.07M +328% 31.51
Apartment Invt And Mgmt Co -a 6.34 3.52M +61% 35.15
Hyatt Hotels Corporation (H) 6.13 2.50M -15% 47.90
D.R. Horton (DHI) 5.88 3.37M -61% 34.00
Jbg Smith Properties 5.68 3.48M +29% 31.83
Hilton Worldwide Holdings 5.40 1.54M +15% 68.24
Vornado Realty Trust (VNO) 5.14 2.77M -32% 36.21
Pebblebrook Hotel Trust (PEB) 4.97 8.91M +322% 10.89
Extended Stay America 4.61 12.31M +83% 7.31
Sabra Health Care REIT (SBRA) 4.60 8.22M -5% 10.92
First Industrial Realty Trust (FR) 3.88 2.28M +569% 33.23
Hilton Grand Vacations 3.83 4.74M +90% 15.77
Hudson Pacific Properties (HPP) 3.59 2.76M -5% 25.36
Kilroy Realty Corporation (KRC) 2.77 847312 +40% 63.70
Forestar Group Inc 2.48 4.68M 10.35
Paramount Group Inc reit 2.18 4.83M -52% 8.80
Ryman Hospitality Pptys 2.18 1.18M NEW 35.85
MGM Resorts International. (MGM) 2.11 3.49M NEW 11.80
AvalonBay Communities (AVB) 1.70 225375 NEW 147.17
Marriott Vacations Wrldwde Cp 1.64 574100 NEW 55.58
Five Point Holdings 1.63 6.29M 5.07
* Red Rock Resorts Inc Cl A stock 1.41 3.22M +29% 8.55
Jones Lang LaSalle Incorporated (JLL) 1.30 250267 NEW 100.98
Camden Property Trust (CPT) 0.99 243841 NEW 79.24
Cousins Properties Inc 0.91 609051 NEW 29.27
Essex Property Trust (ESS) 0.91 80480 NEW 220.24
Melco Crown Entertainment (MPEL) 0.64 1.00M NEW 12.40
Mid-America Apartment (MAA) 0.24 45000 NEW 103.02
Playa Hotels & Resorts Nv shs 0.21 2.34M 1.75

Past Filings by Long Pond Capital

View past SEC 13F filings by Long Pond Capital

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