Long Pond Capital as of March 31, 2014
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Homes 4 Rent-a reit (AMH) | 13.2 | $133M | 7.9M | 16.71 | |
| Blackstone Mtg Tr (BXMT) | 10.6 | $106M | 3.7M | 28.75 | |
| Starwood Waypoint Residential Trust | 8.7 | $88M | 3.0M | 28.79 | |
| Hyatt Hotels Corporation (H) | 6.1 | $61M | 1.1M | 53.81 | |
| Cbre Group Inc Cl A (CBRE) | 5.5 | $56M | 2.0M | 27.43 | |
| American Tower Reit (AMT) | 5.1 | $52M | 629k | 81.87 | |
| Emeritus Corporation | 5.0 | $50M | 1.6M | 31.44 | |
| Boyd Gaming Corporation (BYD) | 4.1 | $41M | 3.1M | 13.20 | |
| Mohawk Industries (MHK) | 3.9 | $39M | 290k | 135.98 | |
| Glimcher Realty Trust | 3.9 | $39M | 3.9M | 10.03 | |
| Pinnacle Entertainment | 3.8 | $39M | 1.6M | 23.70 | |
| American Residential Pptys I | 3.5 | $35M | 2.0M | 17.98 | |
| Hilton Worlwide Hldgs | 3.3 | $33M | 1.5M | 22.24 | |
| Madison Square Garden | 3.3 | $33M | 587k | 56.78 | |
| Apartment Investment and Management | 3.2 | $32M | 1.1M | 30.22 | |
| Armstrong World Industries (AWI) | 3.0 | $30M | 569k | 53.25 | |
| Stonegate Mortgage | 2.7 | $27M | 1.8M | 14.86 | |
| Wyndham Worldwide Corporation | 2.4 | $24M | 332k | 73.23 | |
| Forest City Enterprises | 2.3 | $23M | 1.2M | 19.10 | |
| Crown Castle International | 1.8 | $18M | 242k | 73.78 | |
| PHH Corporation | 1.5 | $15M | 594k | 25.84 | |
| Scientific Games (LNW) | 1.5 | $15M | 1.1M | 13.73 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.5 | $4.5M | 141k | 32.27 | |
| Melco Crown Entertainment (MLCO) | 0.4 | $3.9M | 100k | 38.65 | |
| Ply Gem Holdings | 0.3 | $3.3M | 261k | 12.63 | |
| Mack-Cali Realty (VRE) | 0.3 | $3.2M | 156k | 20.79 | |
| Penn National Gaming (PENN) | 0.1 | $494k | 40k | 12.32 | |
| CommonWealth REIT | 0.0 | $50k | 500k | 0.10 |
