Long Pond Capital as of June 30, 2013
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 28 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Mtg Tr (BXMT) | 10.8 | $61M | 2.5M | 24.70 | |
| Altisource Asset Management (AAMC) | 10.1 | $57M | 212k | 270.00 | |
| Hyatt Hotels Corporation (H) | 8.6 | $49M | 1.2M | 40.36 | |
| Post Properties | 7.5 | $43M | 858k | 49.49 | |
| Emeritus Corporation | 7.3 | $42M | 1.8M | 23.18 | |
| DiamondRock Hospitality Company (DRH) | 5.8 | $33M | 3.5M | 9.32 | |
| Crown Castle International | 5.8 | $33M | 451k | 72.39 | |
| Ashford Hospitality Trust | 5.7 | $32M | 2.8M | 11.45 | |
| Cemex SAB de CV (CX) | 5.6 | $32M | 3.0M | 10.58 | |
| Pinnacle Entertainment | 5.5 | $31M | 1.6M | 19.67 | |
| Sears Hometown and Outlet Stores | 3.7 | $21M | 485k | 43.72 | |
| Taubman Centers | 2.6 | $15M | 200k | 75.15 | |
| BRE Properties | 2.6 | $15M | 299k | 50.02 | |
| Altisource Residential Corp cl b | 2.6 | $15M | 885k | 16.69 | |
| MGIC Investment (MTG) | 2.5 | $14M | 2.4M | 6.07 | |
| PennyMac Mortgage Investment Trust (PMT) | 2.3 | $13M | 626k | 21.05 | |
| Spirit Realty Capital | 2.1 | $12M | 671k | 17.72 | |
| Orient-exp Htls | 2.1 | $12M | 959k | 12.16 | |
| Av Homes | 1.4 | $7.7M | 436k | 17.73 | |
| Mohawk Industries (MHK) | 1.4 | $7.7M | 69k | 112.50 | |
| Two Harbors Investment | 1.3 | $7.2M | 700k | 10.25 | |
| Mack-Cali Realty (VRE) | 1.1 | $5.9M | 242k | 24.49 | |
| Silver Bay Rlty Tr | 0.6 | $3.5M | 213k | 16.56 | |
| Clear Channel Outdoor Holdings | 0.5 | $2.9M | 392k | 7.46 | |
| Sunstone Hotel Investors (SHO) | 0.3 | $1.8M | 146k | 12.08 | |
| Apollo Commercial Real Est. Finance (ARI) | 0.1 | $794k | 50k | 15.88 | |
| Annaly Capital Management | 0.1 | $336k | 570k | 0.59 | |
| American Realty Capital Prop | 0.0 | $6.3k | 125k | 0.05 |
