Long Pond Capital

Long Pond Capital as of June 30, 2017

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 26 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apartment Investment and Management 10.6 $275M 6.4M 42.97
Paramount Group Inc reit (PGRE) 8.7 $227M 14M 16.00
D.R. Horton (DHI) 8.0 $208M 6.0M 34.57
Taubman Centers 7.9 $206M 3.5M 59.55
SL Green Realty 6.9 $181M 1.7M 105.80
Retail Properties Of America 6.2 $162M 13M 12.21
Vareit, Inc reits 6.0 $156M 19M 8.14
Hyatt Hotels Corporation (H) 5.7 $150M 2.7M 56.21
Macerich Company (MAC) 4.7 $122M 2.1M 58.06
Spdr S&p 500 Etf (SPY) 4.6 $121M 500k 241.80
Equity Residential (EQR) 4.5 $118M 1.8M 65.83
Madison Square Garden Cl A (MSGS) 3.6 $93M 473k 196.90
Wells Fargo & Company (WFC) 3.3 $85M 1.5M 55.41
Forest City Realty Trust Inc Class A 3.2 $85M 3.5M 24.17
Lowe's Companies (LOW) 2.8 $72M 932k 77.53
iShares Dow Jones US Real Estate (IYR) 2.1 $56M 700k 79.77
Spirit Realty reit 2.1 $55M 7.5M 7.41
CoreLogic 1.6 $42M 961k 43.38
Vanguard REIT ETF (VNQ) 1.6 $42M 500k 83.23
Regions Financial Corporation (RF) 1.3 $35M 2.4M 14.64
Boston Properties (BXP) 0.9 $23M 185k 123.02
La Quinta Holdings 0.9 $22M 1.5M 14.77
Hilton Worldwide Holdings (HLT) 0.8 $22M 360k 61.85
Life Storage Inc reit 0.8 $22M 297k 74.10
Athene Holding Ltd Cl A 0.6 $15M 300k 49.61
Forestar 0.4 $11M 663k 17.15