Long Pond Capital

Long Pond Capital as of Dec. 31, 2013

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 31 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Altisource Asset Management (AAMC) 11.3 $118M 127k 930.00
Blackstone Mtg Tr (BXMT) 7.5 $79M 2.9M 27.13
American Homes 4 Rent-a reit (AMH) 7.5 $78M 4.8M 16.20
Cbre Group Inc Cl A (CBRE) 6.9 $72M 2.7M 26.30
Taubman Centers 6.2 $64M 1.0M 63.92
Hyatt Hotels Corporation (H) 6.2 $64M 1.3M 49.46
Emeritus Corporation 5.6 $58M 2.7M 21.63
Mack-Cali Realty (VRE) 4.9 $51M 2.4M 21.48
Northstar Realty Finance 4.4 $46M 3.4M 13.45
MFA Mortgage Investments 3.3 $34M 4.9M 7.06
Hilton Worlwide Hldgs 3.2 $33M 1.5M 22.25
Education Realty Trust 2.6 $27M 3.0M 8.82
Apartment Investment and Management 2.5 $26M 1.0M 25.91
AvalonBay Communities (AVB) 2.4 $25M 211k 118.23
Lennar Corporation (LEN) 2.4 $25M 623k 39.56
Equity Residential (EQR) 2.3 $24M 470k 51.87
Crown Castle International 2.3 $24M 328k 73.43
D.R. Horton (DHI) 2.0 $21M 917k 22.32
Cemex SAB de CV (CX) 1.9 $20M 1.7M 11.83
Forest City Enterprises 1.9 $20M 1.1M 19.10
Silver Bay Rlty Tr 1.9 $20M 1.2M 15.99
PHH Corporation 1.6 $16M 669k 24.35
Post Properties 1.5 $16M 344k 45.23
Realogy Hldgs (HOUS) 1.5 $15M 307k 49.47
Ply Gem Holdings 1.4 $14M 794k 18.03
Stonegate Mortgage 1.1 $12M 700k 16.53
Equity Lifestyle Properties (ELS) 1.0 $11M 299k 36.23
Pinnacle Entertainment 1.0 $11M 408k 25.99
Brookdale Senior Living (BKD) 0.9 $9.8M 360k 27.18
Pennsylvania R.E.I.T. 0.7 $6.7M 355k 18.98
PennyMac Mortgage Investment Trust (PMT) 0.0 $213k 9.3k 22.93