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 September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
D.R. Horton (DHI) 12.47 9.07M -21% 52.71
Vornado Realty Trust (VNO) 8.74 5.26M +12% 63.67
Hilton Grand Vacations 6.57 7.87M 32.00
SPDR S&P; 500 ETF (SPY) 6.20 800000 -11% 296.77
Hyatt Hotels Corporation (H) 5.71 2.97M 73.67
Owens Corning (OC) 5.33 3.23M 63.20
SPDR Dow Jones Industrial Average ETF (DIA) 4.43 630859 +442% 269.18
Madison Square Garden Cl A 4.07 591977 +1675% 263.52
Lennar Corporation (LEN) 3.96 2.71M +74% 55.85
Hilton Worldwide Holdings 3.54 1.46M +33% 93.11
Extended Stay America 3.38 8.86M +94% 14.64
Paramount Group Inc reit 3.13 9.00M +9% 13.35
Liberty Property Trust (LRY) 2.58 1.93M +159% 51.33
SL Green Realty (SLG) 2.49 1.17M +2% 81.75
Hudson Pacific Properties (HPP) 2.34 2.68M -48% 33.46
Host Hotels & Resorts (HST) 2.31 5.12M +279% 17.29
Forestar Group Inc 2.23 4.68M +20% 18.28
Eagle Materials (EXP) 2.08 885746 +48% 90.01
Las Vegas Sands (LVS) 2.02 1.34M NEW 57.76
Sabra Health Care REIT (SBRA) 1.91 3.19M NEW 22.96
Lyon William Homes cl a 1.69 3.19M +28% 20.36
* Red Rock Resorts Inc Cl A stock 1.60 3.01M +1131% 20.30
Apartment Invt And Mgmt Co -a 1.43 1.05M +92% 52.14
Kilroy Realty Corporation (KRC) 1.40 689901 NEW 77.89
Vareit, Inc reits 1.34 5.25M NEW 9.78
Five Point Holdings 1.26 6.46M 7.50
Jbg Smith Properties 1.18 1.15M +52% 39.21
Jones Lang LaSalle Incorporated (JLL) 1.16 319566 -37% 139.06
Boyd Gaming Corporation (BYD) 0.72 1.15M +96% 23.95
Wyndham Hotels And Resorts Inc 0.72 530245 +2% 51.74
MGM Resorts International. (MGM) 0.66 910000 +50% 27.72
Playa Hotels & Resorts Nv shs 0.48 2.34M 7.83
Omega Healthcare Investors (OHI) 0.36 330000 -74% 41.79
First Industrial Realty Trust (FR) 0.35 340533 -54% 39.56
Alexander's (ALX) 0.12 13689 NEW 348.38

Past 13F-HR SEC Filings by Long Pond Capital

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