Long Pond Capital as of March 31, 2012
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 20 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ashford Hospitality Trust | 10.9 | $18M | 1.9M | 9.01 | |
| Starwood Property Trust (STWD) | 9.4 | $15M | 721k | 21.02 | |
| Equity Lifestyle Properties (ELS) | 9.1 | $15M | 210k | 69.74 | |
| Lowe's Companies (LOW) | 7.0 | $11M | 360k | 31.38 | |
| Brookdale Senior Living (BKD) | 6.8 | $11M | 585k | 18.72 | |
| Two Harbors Investment | 6.0 | $9.6M | 947k | 10.14 | |
| Nationstar Mortgage | 5.6 | $8.9M | 623k | 14.36 | |
| Capital Senior Living Corporation | 5.5 | $8.8M | 950k | 9.24 | |
| Cousins Properties | 5.4 | $8.7M | 1.1M | 7.58 | |
| Av Homes | 4.8 | $7.6M | 628k | 12.18 | |
| Morgans Hotel | 4.7 | $7.5M | 1.5M | 4.95 | |
| Sunstone Hotel Investors (SHO) | 4.1 | $6.6M | 677k | 9.74 | |
| MPG Office Trust | 4.0 | $6.4M | 2.1M | 3.03 | |
| MFA Mortgage Investments | 4.0 | $6.4M | 855k | 7.47 | |
| M/I Homes (MHO) | 3.8 | $6.2M | 498k | 12.36 | |
| Forest City Enterprises | 3.5 | $5.7M | 362k | 15.66 | |
| PennyMac Mortgage Investment Trust (PMT) | 2.7 | $4.3M | 230k | 18.67 | |
| American Assets Trust Inc reit (AAT) | 1.4 | $2.3M | 100k | 22.80 | |
| Terreno Realty Corporation (TRNO) | 1.2 | $1.9M | 132k | 14.31 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $36k | 400k | 0.09 |
