Long Pond Capital as of March 31, 2019
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 37 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 17.8 | $511M | 12M | 41.38 | |
| Hilton Worldwide Holdings (HLT) | 8.0 | $230M | 2.8M | 83.11 | |
| Hudson Pacific Properties (HPP) | 7.5 | $215M | 6.2M | 34.42 | |
| Vornado Realty Trust (VNO) | 6.5 | $186M | 2.8M | 67.44 | |
| Hilton Grand Vacations (HGV) | 6.3 | $181M | 5.9M | 30.85 | |
| Hyatt Hotels Corporation (H) | 6.3 | $181M | 2.5M | 72.57 | |
| Owens Corning (OC) | 5.3 | $151M | 3.2M | 47.12 | |
| Wyndham Hotels And Resorts (WH) | 5.1 | $147M | 2.9M | 49.99 | |
| Lennar Corporation (LEN) | 4.0 | $114M | 2.3M | 49.09 | |
| Lowe's Companies (LOW) | 3.2 | $92M | 842k | 109.47 | |
| Paramount Group Inc reit (PGRE) | 3.1 | $89M | 6.3M | 14.19 | |
| Jbg Smith Properties (JBGS) | 2.9 | $82M | 2.0M | 41.35 | |
| American Homes 4 Rent-a reit (AMH) | 2.6 | $75M | 3.3M | 22.72 | |
| Forestar Group (FOR) | 2.3 | $67M | 3.9M | 17.29 | |
| Century Communities (CCS) | 2.0 | $58M | 2.4M | 23.97 | |
| SL Green Realty | 1.7 | $49M | 546k | 89.92 | |
| Eagle Materials (EXP) | 1.6 | $46M | 540k | 84.30 | |
| Belmond | 1.6 | $45M | 1.8M | 24.93 | |
| Five Point Holdings (FPH) | 1.4 | $41M | 5.7M | 7.21 | |
| Lyon William Homes cl a | 1.3 | $37M | 2.4M | 15.37 | |
| MGM Resorts International. (MGM) | 1.3 | $36M | 1.4M | 25.66 | |
| DiamondRock Hospitality Company (DRH) | 1.1 | $31M | 2.9M | 10.83 | |
| Americold Rlty Tr (COLD) | 1.1 | $31M | 1.0M | 30.51 | |
| Extended Stay America | 1.0 | $28M | 1.6M | 17.95 | |
| Wynn Resorts (WYNN) | 0.9 | $27M | 223k | 119.32 | |
| Pennymac Financial Services (PFSI) | 0.6 | $17M | 757k | 22.24 | |
| KB Home (KBH) | 0.5 | $14M | 567k | 24.17 | |
| Cushman Wakefield (CWK) | 0.5 | $13M | 750k | 17.80 | |
| Spirit Realty Capital | 0.5 | $13M | 322k | 39.73 | |
| Caesars Entertainment | 0.4 | $13M | 1.5M | 8.69 | |
| Playa Hotels & Resorts Nv (PLYA) | 0.4 | $11M | 1.4M | 7.63 | |
| Mack-Cali Realty (VRE) | 0.3 | $10M | 450k | 22.20 | |
| Cavco Industries (CVCO) | 0.3 | $10M | 86k | 117.53 | |
| Essential Properties Realty reit (EPRT) | 0.3 | $9.0M | 462k | 19.52 | |
| Equity Residential (EQR) | 0.3 | $7.3M | 97k | 75.32 | |
| Toll Brothers (TOL) | 0.2 | $4.6M | 126k | 36.20 | |
| Mid-America Apartment (MAA) | 0.0 | $656k | 6.0k | 109.28 |
