Long Pond Capital as of March 31, 2020
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 30 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Madison Square Garden Cl A (MSGS) | 8.5 | $165M | 781k | 211.41 | |
| Wyndham Hotels And Resorts (WH) | 8.2 | $160M | 5.1M | 31.51 | |
| Apartment Invt And Mgmt Co -a | 6.3 | $124M | 3.5M | 35.15 | |
| Hyatt Hotels Corporation (H) | 6.1 | $120M | 2.5M | 47.90 | |
| D.R. Horton (DHI) | 5.9 | $115M | 3.4M | 34.00 | |
| Jbg Smith Properties (JBGS) | 5.7 | $111M | 3.5M | 31.83 | |
| Hilton Worldwide Holdings (HLT) | 5.4 | $105M | 1.5M | 68.24 | |
| Vornado Realty Trust (VNO) | 5.1 | $100M | 2.8M | 36.21 | |
| Pebblebrook Hotel Trust (PEB) | 5.0 | $97M | 8.9M | 10.89 | |
| Extended Stay America | 4.6 | $90M | 12M | 7.31 | |
| Sabra Health Care REIT (SBRA) | 4.6 | $90M | 8.2M | 10.92 | |
| First Industrial Realty Trust (FR) | 3.9 | $76M | 2.3M | 33.23 | |
| Hilton Grand Vacations (HGV) | 3.8 | $75M | 4.7M | 15.77 | |
| Hudson Pacific Properties (HPP) | 3.6 | $70M | 2.8M | 25.36 | |
| Kilroy Realty Corporation (KRC) | 2.8 | $54M | 847k | 63.70 | |
| Forestar Group (FOR) | 2.5 | $49M | 4.7M | 10.35 | |
| Paramount Group Inc reit (PGRE) | 2.2 | $43M | 4.8M | 8.80 | |
| Ryman Hospitality Pptys (RHP) | 2.2 | $42M | 1.2M | 35.85 | |
| MGM Resorts International. (MGM) | 2.1 | $41M | 3.5M | 11.80 | |
| AvalonBay Communities (AVB) | 1.7 | $33M | 225k | 147.17 | |
| Marriott Vacations Wrldwde Cp (VAC) | 1.6 | $32M | 574k | 55.58 | |
| Five Point Holdings (FPH) | 1.6 | $32M | 6.3M | 5.07 | |
| Red Rock Resorts Inc Cl A (RRR) | 1.4 | $28M | 3.2M | 8.55 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.3 | $25M | 250k | 100.98 | |
| Camden Property Trust (CPT) | 1.0 | $19M | 244k | 79.24 | |
| Cousins Properties (CUZ) | 0.9 | $18M | 609k | 29.27 | |
| Essex Property Trust (ESS) | 0.9 | $18M | 81k | 220.24 | |
| Melco Crown Entertainment (MLCO) | 0.6 | $12M | 1.0M | 12.40 | |
| Mid-America Apartment (MAA) | 0.2 | $4.6M | 45k | 103.02 | |
| Playa Hotels & Resorts Nv (PLYA) | 0.2 | $4.1M | 2.3M | 1.75 |
