Long Pond Capital

Long Pond Capital as of March 31, 2017

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 26 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Equity Residential (EQR) 13.8 $315M 5.1M 62.22
Taubman Centers 9.9 $226M 3.4M 66.02
Paramount Group Inc reit (PGRE) 8.0 $182M 11M 16.21
Madison Square Garden Cl A (MSGS) 6.7 $153M 768k 199.71
Macerich Company (MAC) 6.3 $144M 2.2M 64.40
Hyatt Hotels Corporation (H) 6.3 $144M 2.7M 53.98
Retail Properties Of America 6.2 $141M 9.8M 14.42
Forest City Realty Trust Inc Class A 5.3 $120M 5.5M 21.78
Lowe's Companies (LOW) 5.0 $113M 1.4M 82.21
Essex Property Trust (ESS) 4.8 $109M 471k 231.53
Ggp 3.2 $73M 3.1M 23.18
Regency Centers Corporation (REG) 3.1 $70M 1.1M 66.39
Apartment Investment and Management 3.0 $69M 1.6M 44.35
Lennar Corporation (LEN) 2.9 $66M 1.3M 51.19
Wells Fargo & Company (WFC) 2.7 $61M 1.1M 55.66
Tri Pointe Homes (TPH) 2.2 $51M 4.0M 12.54
KB Home (KBH) 1.4 $32M 1.6M 19.88
Caesars Entertainment 1.2 $27M 2.8M 9.55
La Quinta Holdings 1.1 $25M 1.8M 13.52
Interxion Holding 1.1 $24M 615k 39.56
Udr (UDR) 1.0 $24M 652k 36.26
Quality Care Properties 1.0 $24M 1.2M 18.86
Bank of New York Mellon Corporation (BK) 1.0 $23M 480k 47.23
AutoZone (AZO) 1.0 $22M 31k 723.06
CoreLogic 1.0 $23M 555k 40.72
Spirit Realty reit 0.7 $15M 1.5M 10.13