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 |
