Long Pond Capital as of June 30, 2014
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 31 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Homes 4 Rent-a reit (AMH) | 11.4 | $170M | 9.6M | 17.76 | |
| Blackstone Mtg Tr (BXMT) | 8.3 | $125M | 4.3M | 29.00 | |
| Spirit Realty reit | 7.7 | $115M | 10M | 11.36 | |
| Madison Square Garden | 6.5 | $96M | 1.5M | 62.45 | |
| Hilton Worlwide Hldgs | 6.2 | $93M | 4.0M | 23.30 | |
| Starwood Waypoint Residential Trust | 5.1 | $77M | 2.9M | 26.21 | |
| La Quinta Holdings | 5.1 | $76M | 4.0M | 19.14 | |
| Starwood Hotels & Resorts Worldwide | 4.5 | $67M | 832k | 80.82 | |
| Mohawk Industries (MHK) | 4.5 | $67M | 481k | 138.34 | |
| Cemex SAB de CV (CX) | 3.9 | $58M | 4.4M | 13.23 | |
| American Tower Reit (AMT) | 3.6 | $53M | 593k | 89.98 | |
| American Residential Pptys I | 3.2 | $47M | 2.5M | 18.75 | |
| Crown Castle International | 3.0 | $45M | 605k | 74.26 | |
| Cbre Group Inc Cl A (CBRE) | 2.6 | $39M | 1.2M | 32.04 | |
| Apartment Investment and Management | 2.3 | $34M | 1.1M | 32.27 | |
| Pinnacle Entertainment | 2.3 | $34M | 1.4M | 25.18 | |
| Armstrong World Industries (AWI) | 2.2 | $33M | 569k | 57.43 | |
| Diamond Resorts International | 2.0 | $29M | 1.3M | 23.27 | |
| Boyd Gaming Corporation (BYD) | 1.8 | $27M | 2.2M | 12.13 | |
| Emeritus Corporation | 1.8 | $27M | 838k | 31.65 | |
| Stonegate Mortgage | 1.7 | $26M | 1.8M | 13.95 | |
| Tempur-Pedic International (TPX) | 1.7 | $25M | 418k | 59.70 | |
| Scientific Games (LNW) | 1.6 | $25M | 2.2M | 11.12 | |
| Caesar Stone Sdot Yam (CSTE) | 1.5 | $22M | 450k | 49.08 | |
| Wyndham Worldwide Corporation | 1.3 | $19M | 250k | 75.72 | |
| MGM Resorts International. (MGM) | 1.0 | $14M | 544k | 26.40 | |
| Brookdale Senior Living (BKD) | 0.9 | $13M | 390k | 33.34 | |
| PHH Corporation | 0.8 | $13M | 544k | 22.98 | |
| iStar Financial | 0.8 | $12M | 775k | 14.98 | |
| Ellie Mae | 0.5 | $6.8M | 218k | 31.13 | |
| Colony Financial | 0.4 | $6.5M | 280k | 23.22 |
