Long Pond Capital

Long Pond Capital as of March 31, 2021

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 38 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Homes 4 Rent Cl A (AMH) 6.9 $201M 6.0M 33.34
Sun Communities (SUI) 6.4 $187M 1.2M 150.04
Camden Ppty Tr Sh Ben Int (CPT) 6.2 $183M 1.7M 109.91
Madison Square Grdn Sprt Cor Cl A (MSGS) 5.8 $170M 947k 179.46
Wyndham Hotels And Resorts (WH) 5.8 $169M 2.4M 69.78
First Industrial Realty Trust (FR) 5.1 $151M 3.3M 45.79
Invitation Homes (INVH) 4.7 $137M 4.3M 31.99
Equity Residential Sh Ben Int (EQR) 4.3 $127M 1.8M 71.63
Las Vegas Sands (LVS) 4.0 $118M 1.9M 60.76
Equity Lifestyle Properties (ELS) 3.9 $114M 1.8M 63.64
Forestar Group (FOR) 3.7 $109M 4.7M 23.28
GDS HLDGS Sponsored Ads (GDS) 3.6 $104M 1.3M 81.09
Fomento Economico Mexicano S Spon Adr Units (FMX) 3.4 $99M 1.3M 75.33
AvalonBay Communities (AVB) 2.7 $79M 426k 184.51
Spirit Rlty Cap Com New 2.6 $76M 1.8M 42.50
Expedia Group Com New (EXPE) 2.5 $74M 430k 172.12
Extended Stay Amer Unit 99/99/9999b 2.4 $69M 3.5M 19.75
Hilton Grand Vacations (HGV) 2.3 $67M 1.8M 37.49
Qts Rlty Tr Com Cl A 2.0 $60M 967k 62.04
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.0 $58M 175k 330.18
Jbg Smith Properties (JBGS) 1.8 $53M 1.7M 31.79
Netstreit Corp (NTST) 1.7 $50M 2.7M 18.49
National Retail Properties (NNN) 1.7 $50M 1.1M 44.07
Mid-America Apartment (MAA) 1.6 $48M 330k 144.36
Five Point Holdings Com Cl A (FPH) 1.3 $39M 5.1M 7.56
Hilton Worldwide Holdings (HLT) 1.3 $38M 315k 120.92
Cyrusone 1.3 $37M 541k 67.72
Apartment Invt & Mgmt Cl A (AIV) 1.3 $37M 6.0M 6.14
Simon Property Grp Acq Holdi Unit 99/99/9999 1.2 $34M 3.4M 10.05
Melco Resorts And Entmnt Adr (MLCO) 1.1 $33M 1.7M 19.91
Pulte (PHM) 1.1 $32M 617k 52.44
21vianet Group Sponsored Ads A (VNET) 1.0 $31M 950k 32.30
Vici Pptys (VICI) 0.9 $27M 950k 28.24
Fifth Wall Acquisition Corp Com Cl A 0.8 $23M 2.3M 10.00
Rxr Acquisition Corp Unit 01/01/2025 0.7 $20M 2.0M 9.85
Tishman Speyer Innovation Unit 02/11/2026 0.4 $13M 1.3M 10.00
Bowx Acquisition Corp Cl A 0.3 $10M 863k 11.68
Cbre Acquisition Hldgs Unit 99/99/9999 0.2 $5.0M 500k 9.96