Long Pond Capital as of June 30, 2012
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 19 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Starwood Property Trust (STWD) | 15.0 | $24M | 1.1M | 21.31 | |
| Ashford Hospitality Trust | 13.9 | $23M | 2.7M | 8.43 | |
| Weyerhaeuser Company (WY) | 7.8 | $13M | 567k | 22.36 | |
| Corrections Corporation of America | 7.8 | $13M | 429k | 29.45 | |
| Brookdale Senior Living (BKD) | 6.6 | $11M | 605k | 17.74 | |
| Capital Senior Living Corporation | 6.0 | $9.6M | 910k | 10.60 | |
| Av Homes | 5.8 | $9.4M | 648k | 14.58 | |
| Morgans Hotel | 5.7 | $9.3M | 2.0M | 4.70 | |
| Cousins Properties | 5.1 | $8.3M | 1.1M | 7.75 | |
| Nationstar Mortgage | 4.7 | $7.6M | 351k | 21.52 | |
| M/I Homes (MHO) | 3.9 | $6.2M | 360k | 17.32 | |
| Gaylord Entertainment Company | 3.0 | $4.9M | 128k | 38.56 | |
| Owens Corning (OC) | 3.0 | $4.9M | 170k | 28.54 | |
| J.C. Penney Company | 2.9 | $4.7M | 200k | 23.31 | |
| Lowe's Companies (LOW) | 2.9 | $4.7M | 164k | 28.44 | |
| MPG Office Trust | 2.5 | $4.0M | 2.0M | 2.01 | |
| Forest City Enterprises | 1.7 | $2.8M | 190k | 14.60 | |
| Emeritus Corporation | 1.6 | $2.5M | 150k | 16.83 | |
| iShares Dow Jones US Real Estate (IYR) | 0.1 | $186k | 140k | 1.33 |
