Long Pond Capital

Long Pond Capital as of Sept. 30, 2015

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 34 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taubman Centers 11.3 $260M 3.8M 69.08
Forest City Enterprises 9.5 $219M 11M 20.13
Paramount Group Inc reit (PGRE) 9.5 $219M 13M 16.80
Blackstone Mtg Tr (BXMT) 7.1 $165M 6.0M 27.44
iShares Dow Jones US Real Estate (IYR) 6.2 $142M 2.0M 70.95
Starwood Hotels & Resorts Worldwide 5.3 $122M 1.8M 66.48
Hilton Worlwide Hldgs 4.4 $103M 4.5M 22.94
Ddr Corp 4.2 $97M 6.3M 15.38
Hyatt Hotels Corporation (H) 4.0 $92M 2.0M 47.10
McDonald's Corporation (MCD) 4.0 $91M 923k 98.53
Starwood Waypoint Residential Trust 3.2 $75M 3.1M 23.83
Weyerhaeuser Company (WY) 2.8 $64M 2.4M 27.34
SL Green Realty 2.7 $63M 577k 108.16
Seritage Growth Pptys Cl A (SRG) 2.6 $61M 1.6M 37.25
Popular (BPOP) 2.6 $60M 2.0M 30.23
Kansas City Southern 2.5 $59M 645k 90.88
Vornado Realty Trust (VNO) 2.4 $54M 601k 90.42
PennyMac Mortgage Investment Trust (PMT) 1.8 $40M 2.6M 15.47
Boston Properties (BXP) 1.6 $37M 310k 118.40
Brandywine Realty Trust (BDN) 1.6 $36M 3.0M 12.32
American Residential Pptys I 1.3 $29M 1.7M 17.27
Boyd Gaming Corporation (BYD) 1.2 $27M 1.7M 16.30
Air Lease Corp (AL) 1.1 $26M 853k 30.92
Nmi Hldgs Inc cl a (NMIH) 1.1 $26M 3.4M 7.60
First Potomac Realty Trust 0.9 $20M 1.8M 11.00
American Homes 4 Rent-a reit (AMH) 0.8 $18M 1.1M 16.08
Stonegate Mortgage 0.8 $18M 2.5M 7.11
Whirlpool Corporation (WHR) 0.8 $18M 119k 147.26
Kimco Realty Corporation (KIM) 0.7 $16M 640k 24.43
Retail Properties Of America 0.6 $15M 1.0M 14.09
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 0.6 $13M 1.1M 11.72
Apartment Investment and Management 0.6 $13M 340k 37.02
Pennymac Financial Service A 0.4 $9.5M 591k 16.00
LaSalle Hotel Properties 0.1 $1.2M 41k 28.38