Long Pond Capital as of Sept. 30, 2017
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 26 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 23.4 | $649M | 16M | 39.93 | |
| SL Green Realty | 10.0 | $278M | 2.7M | 101.32 | |
| Apartment Investment and Management | 9.4 | $260M | 5.9M | 43.86 | |
| Paramount Group Inc reit (PGRE) | 8.4 | $234M | 15M | 16.00 | |
| Hyatt Hotels Corporation (H) | 6.8 | $188M | 3.0M | 61.79 | |
| Retail Properties Of America | 5.6 | $155M | 12M | 13.13 | |
| Taubman Centers | 5.4 | $151M | 3.0M | 49.70 | |
| Spirit Realty reit | 4.6 | $129M | 15M | 8.57 | |
| Macerich Company (MAC) | 3.5 | $98M | 1.8M | 54.97 | |
| New York Reit | 3.2 | $88M | 11M | 7.85 | |
| Wells Fargo & Company (WFC) | 2.8 | $77M | 1.4M | 55.15 | |
| Madison Square Garden Cl A (MSGS) | 2.4 | $68M | 315k | 214.10 | |
| Equity Residential (EQR) | 2.4 | $66M | 996k | 65.93 | |
| Vornado Realty Trust (VNO) | 2.3 | $64M | 837k | 76.88 | |
| Kilroy Realty Corporation (KRC) | 2.1 | $58M | 817k | 71.12 | |
| Boston Properties (BXP) | 1.8 | $49M | 399k | 122.88 | |
| Forestar | 1.2 | $32M | 2.1M | 15.65 | |
| Hilton Worldwide Holdings (HLT) | 0.9 | $24M | 343k | 69.45 | |
| Vareit, Inc reits | 0.8 | $23M | 2.8M | 8.29 | |
| La Quinta Holdings | 0.7 | $20M | 1.2M | 17.50 | |
| Jbg Smith Properties (JBGS) | 0.6 | $17M | 498k | 34.21 | |
| Quality Care Properties | 0.6 | $17M | 1.1M | 15.50 | |
| Athene Holding Ltd Cl A | 0.6 | $16M | 300k | 53.84 | |
| CoreLogic | 0.4 | $11M | 227k | 46.22 | |
| Columbia Ppty Tr | 0.1 | $2.2M | 103k | 21.77 | |
| Forestar Group (FOR) | 0.0 | $1.2M | 75k | 15.87 |
