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 | 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 |
