Long Pond Capital as of Dec. 31, 2016
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 21 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Essex Property Trust (ESS) | 13.0 | $278M | 1.2M | 232.50 | |
| Equity Residential (EQR) | 12.7 | $271M | 4.2M | 64.36 | |
| Forest City Realty Trust Inc Class A | 10.6 | $226M | 11M | 20.84 | |
| Paramount Group Inc reit (PGRE) | 8.5 | $181M | 11M | 15.99 | |
| Lennar Corporation (LEN) | 7.8 | $166M | 3.9M | 42.93 | |
| Taubman Centers | 6.7 | $144M | 1.9M | 73.93 | |
| Madison Square Garden Cl A (MSGS) | 6.2 | $132M | 768k | 171.51 | |
| Hyatt Hotels Corporation (H) | 5.9 | $126M | 2.3M | 55.26 | |
| Marriott International (MAR) | 4.8 | $102M | 1.2M | 82.68 | |
| Quality Care Properties | 4.3 | $92M | 6.0M | 15.50 | |
| Sherwin-Williams Company (SHW) | 3.1 | $65M | 243k | 268.74 | |
| Retail Properties Of America | 3.0 | $65M | 4.2M | 15.33 | |
| AvalonBay Communities (AVB) | 2.4 | $52M | 293k | 177.15 | |
| Wells Fargo & Company (WFC) | 2.3 | $49M | 895k | 55.11 | |
| Hilton Worlwide Hldgs | 2.2 | $48M | 1.8M | 27.20 | |
| Udr (UDR) | 1.5 | $31M | 854k | 36.48 | |
| Blackstone Mtg Tr (BXMT) | 1.4 | $30M | 1.0M | 30.07 | |
| Caesars Entertainment | 1.1 | $24M | 2.8M | 8.50 | |
| Interxion Holding | 1.0 | $22M | 615k | 35.07 | |
| Stonegate Mortgage | 0.7 | $15M | 2.5M | 5.97 | |
| KB Home (KBH) | 0.7 | $14M | 889k | 15.81 |
