Long Pond Capital

Long Pond Capital as of June 30, 2015

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 33 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U.s. Real Es Etf Call Option (IYR) 19.6 $535M 7.5M 71.30
American Homes 4 Rent Cl A (AMH) 8.6 $236M 15M 16.04
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 7.5 $206M 1.0M 205.85
Taubman Centers 6.8 $185M 2.7M 69.50
Forest City Enterprises Cl A 6.1 $167M 7.6M 22.10
Paramount Group Inc reit (PGRE) 5.7 $156M 9.1M 17.16
Blackstone Mtg Tr Com Cl A (BXMT) 5.7 $156M 5.6M 27.82
Starwood Hotels & Resorts Worldwide 5.4 $148M 1.8M 81.09
Kansas City Southern Com New 3.3 $91M 1.0M 91.20
McDonald's Corporation (MCD) 3.1 $85M 896k 95.07
Starwood Waypoint Residentl Com Shs 2.6 $72M 3.0M 23.76
Apartment Invt & Mgmt Cl A 2.6 $72M 2.0M 36.93
Mack-Cali Realty (VRE) 2.4 $66M 3.6M 18.43
Camden Ppty Tr Sh Ben Int (CPT) 2.0 $56M 750k 74.28
Macy's (M) 2.0 $54M 797k 67.47
Boyd Gaming Corporation (BYD) 2.0 $54M 3.6M 14.95
MGM Resorts International. (MGM) 1.6 $44M 2.4M 18.25
Hyatt Hotels Corp Com Cl A (H) 1.4 $39M 681k 56.69
Piedmont Office Realty Tr In Com Cl A (PDM) 1.3 $37M 2.1M 17.59
Washington Real Estate Invt Sh Ben Int (ELME) 1.2 $34M 1.3M 25.95
D.R. Horton (DHI) 1.1 $29M 1.1M 27.36
American Residential Pptys I 1.1 $29M 1.6M 18.50
Stonegate Mortgage 0.9 $25M 2.5M 10.07
Nmi Hldgs Cl A (NMIH) 0.9 $23M 2.9M 8.02
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.8 $23M 1.7M 13.28
Fidelity National Financial Fnfv Group Com 0.7 $20M 1.3M 15.38
First Potomac Realty Trust 0.7 $19M 1.9M 10.30
Silver Bay Rlty Tr 0.7 $19M 1.1M 16.29
Spirit Realty reit 0.6 $16M 1.6M 9.67
Retail Pptys Amer Cl A 0.5 $14M 985k 13.93
Pennymac Finl Svcs Cl A 0.4 $11M 591k 18.12
Melco Crown Entmt Adr (MLCO) 0.3 $8.8M 450k 19.63
Ddr Corp 0.2 $4.6M 300k 15.46