Long Pond Capital as of Sept. 30, 2013
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 22 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altisource Asset Management (AAMC) | 17.5 | $113M | 212k | 533.00 | |
| Blackstone Mtg Tr (BXMT) | 10.2 | $66M | 2.6M | 25.19 | |
| Realogy Hldgs (HOUS) | 10.1 | $65M | 1.5M | 43.02 | |
| Hyatt Hotels Corporation (H) | 9.2 | $60M | 1.4M | 42.96 | |
| Crown Castle International | 7.9 | $51M | 698k | 73.03 | |
| Emeritus Corporation | 7.6 | $49M | 2.6M | 18.53 | |
| Starwood Property Trust (STWD) | 6.5 | $42M | 1.7M | 23.97 | |
| Owens Corning (OC) | 4.8 | $31M | 807k | 37.98 | |
| Education Realty Trust | 3.3 | $21M | 2.3M | 9.10 | |
| Taubman Centers | 3.1 | $20M | 299k | 67.31 | |
| Sears Hometown and Outlet Stores | 3.0 | $19M | 600k | 31.75 | |
| PennyMac Mortgage Investment Trust (PMT) | 2.7 | $17M | 757k | 22.68 | |
| Forest City Enterprises | 2.6 | $17M | 900k | 18.94 | |
| Ply Gem Holdings | 2.2 | $14M | 1.0M | 13.98 | |
| Pinnacle Entertainment | 2.1 | $13M | 534k | 25.05 | |
| Silver Bay Rlty Tr | 1.9 | $12M | 760k | 15.66 | |
| Washington Real Estate Investment Trust (ELME) | 1.5 | $9.8M | 386k | 25.27 | |
| Post Properties | 1.3 | $8.2M | 183k | 45.02 | |
| Equity Lifestyle Properties (ELS) | 1.1 | $6.9M | 202k | 34.17 | |
| Pennymac Financial Service A | 0.7 | $4.5M | 240k | 18.79 | |
| Hudson Pacific Properties (HPP) | 0.4 | $2.8M | 143k | 19.45 | |
| Spirit Realty reit | 0.3 | $2.2M | 237k | 9.18 |
