Long Pond Capital as of Dec. 31, 2012
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 27 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Strategic Hotels & Resorts | 13.6 | $49M | 7.7M | 6.40 | |
| Hyatt Hotels Corporation (H) | 10.4 | $38M | 976k | 38.57 | |
| Udr (UDR) | 8.7 | $31M | 1.3M | 23.78 | |
| Ashford Hospitality Trust | 8.0 | $29M | 2.8M | 10.51 | |
| BRE Properties | 8.0 | $29M | 566k | 50.83 | |
| Taubman Centers | 5.2 | $19M | 241k | 78.72 | |
| Emeritus Corporation | 5.1 | $18M | 746k | 24.72 | |
| Forest City Enterprises | 4.9 | $18M | 1.1M | 16.15 | |
| Northstar Realty Finance | 3.6 | $13M | 1.8M | 7.04 | |
| Apartment Investment and Management | 3.4 | $12M | 459k | 27.06 | |
| Brookfield Asset Management | 3.4 | $12M | 330k | 36.65 | |
| General Growth Properties | 3.3 | $12M | 599k | 19.85 | |
| Altisource Asset Management | 3.1 | $11M | 136k | 82.00 | |
| Morgans Hotel | 3.0 | $11M | 2.0M | 5.54 | |
| Equity Residential (EQR) | 2.6 | $9.6M | 169k | 56.67 | |
| Equity Lifestyle Properties (ELS) | 2.3 | $8.5M | 126k | 67.29 | |
| Adt | 2.3 | $8.3M | 179k | 46.49 | |
| Av Homes | 2.2 | $8.1M | 570k | 14.22 | |
| Post Properties | 1.8 | $6.6M | 133k | 49.95 | |
| Associated Estates Realty Corporation | 1.6 | $5.7M | 355k | 16.12 | |
| Parkway Properties | 1.0 | $3.5M | 250k | 13.99 | |
| MPG Office Trust | 0.9 | $3.4M | 1.1M | 3.08 | |
| Macerich Company (MAC) | 0.7 | $2.3M | 40k | 58.30 | |
| Safeway | 0.5 | $1.8M | 100k | 18.09 | |
| PICO Holdings | 0.2 | $742k | 37k | 20.27 | |
| Tejon Ranch Company (TRC) | 0.1 | $220k | 7.8k | 28.03 | |
| Annaly Capital Management | 0.0 | $138k | 336k | 0.41 |
