Long Pond Capital as of Dec. 31, 2011
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 25 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunstone Hotel Investors (SHO) | 11.1 | $18M | 2.3M | 8.15 | |
| Gaylord Entertainment Company | 9.2 | $15M | 632k | 24.14 | |
| Lowe's Companies (LOW) | 7.9 | $13M | 521k | 25.38 | |
| Equity Lifestyle Properties (ELS) | 7.5 | $13M | 187k | 66.69 | |
| Cogdell Spencer | 6.5 | $11M | 2.5M | 4.25 | |
| General Growth Properties | 5.5 | $9.2M | 615k | 15.02 | |
| Cousins Properties | 5.5 | $9.1M | 1.4M | 6.41 | |
| Morgans Hotel | 4.9 | $8.1M | 1.4M | 5.90 | |
| Ashford Hospitality Trust | 4.8 | $8.0M | 1.0M | 8.00 | |
| CapLease | 4.8 | $8.0M | 2.0M | 4.04 | |
| Redwood Trust (RWT) | 4.5 | $7.6M | 743k | 10.18 | |
| Capital Senior Living Corporation | 4.3 | $7.2M | 907k | 7.94 | |
| Pulte (PHM) | 3.5 | $5.8M | 925k | 6.31 | |
| Louisiana-Pacific Corporation (LPX) | 3.3 | $5.5M | 686k | 8.07 | |
| Starwood Property Trust (STWD) | 3.1 | $5.2M | 282k | 18.51 | |
| M/I Homes (MHO) | 2.7 | $4.5M | 465k | 9.60 | |
| MPG Office Trust | 2.4 | $4.0M | 2.0M | 1.99 | |
| Forest City Enterprises | 2.3 | $3.8M | 325k | 11.82 | |
| & PROD CO shares Brookfield | 2.1 | $3.5M | 449k | 7.81 | |
| Lennar Corporation (LEN) | 1.2 | $2.0M | 100k | 19.65 | |
| Gramercy Capital | 1.1 | $1.7M | 697k | 2.50 | |
| Apollo Residential Mortgage | 0.8 | $1.3M | 88k | 15.26 | |
| American Assets Trust Inc reit (AAT) | 0.6 | $1.1M | 51k | 20.52 | |
| Thomas Properties | 0.3 | $503k | 151k | 3.33 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $291k | 20k | 14.56 |
