Long Pond Capital

Long Pond Capital as of Dec. 31, 2017

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 27 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
D.R. Horton (DHI) 15.8 $540M 11M 51.07
Taubman Centers 7.8 $269M 4.1M 65.43
SL Green Realty 7.7 $265M 2.6M 100.93
Apartment Investment and Management 7.7 $264M 6.0M 43.71
Paramount Group Inc reit (PGRE) 6.9 $237M 15M 15.85
Hyatt Hotels Corporation (H) 6.5 $223M 3.0M 73.54
LaSalle Hotel Properties 4.7 $162M 5.8M 28.07
Macerich Company (MAC) 4.2 $145M 2.2M 65.68
Vareit, Inc reits 4.0 $138M 18M 7.79
Spirit Realty reit 3.8 $128M 15M 8.58
Madison Square Garden Cl A (MSGS) 3.7 $126M 599k 210.85
Jbg Smith Properties (JBGS) 3.4 $116M 3.3M 34.73
Retail Properties Of America 3.0 $105M 7.8M 13.44
Vornado Realty Trust (VNO) 3.0 $103M 1.3M 78.18
Caesars Entertainment 2.6 $89M 7.0M 12.65
Brixmor Prty (BRX) 2.5 $85M 4.6M 18.66
Wells Fargo & Company (WFC) 2.5 $85M 1.4M 60.67
Equity Residential (EQR) 2.2 $77M 1.2M 63.77
Forestar Group (FOR) 2.2 $74M 3.4M 22.00
Quality Care Properties 1.6 $54M 3.9M 13.81
New York Reit 1.5 $51M 13M 3.93
AvalonBay Communities (AVB) 0.7 $25M 143k 178.41
Brookdale Senior Living (BKD) 0.7 $23M 2.4M 9.70
Ddr Corp 0.6 $20M 2.2M 8.96
Newmark Group (NMRK) 0.5 $16M 1.0M 15.90
Five Point Holdings (FPH) 0.2 $6.8M 484k 14.10
Lennar Corporation (LEN) 0.1 $2.1M 34k 63.23