Long Pond Capital, LP Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$2.3T
Holdings
26
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQREQUITY RESIDENTIAL | 5,058,277 | $314.7B | 13.85% | |
| 2 | —TAUBMAN CTRS INC | 3,422,793 | $226.0B | 9.94% | |
| 3 | 6PMPARAMOUNT GROUP INC | 11,214,541 | $181.8B | 8.00% | |
| 4 | MSGSMADISON SQUARE GARDEN CO NEW | 767,525 | $153.3B | 6.74% | |
| 5 | MACMACERICH CO | 2,233,694 | $143.8B | 6.33% | |
| 6 | HHYATT HOTELS CORP | 2,660,844 | $143.6B | 6.32% | |
| 7 | —RETAIL PPTYS AMER INC | 9,753,899 | $140.7B | 6.19% | |
| 8 | —FOREST CITY RLTY TR INC | 5,490,785 | $119.6B | 5.26% | |
| 9 | LOWLOWES COS INC | 1,371,487 | $112.8B | 4.96% | |
| 10 | ESSESSEX PPTY TR INC | 471,177 | $109.1B | 4.80% | |
| 11 | —GGP INC | 3,125,776 | $72.5B | 3.19% | |
| 12 | REGREGENCY CTRS CORP | 1,058,295 | $70.3B | 3.09% | |
| 13 | —APARTMENT INVT & MGMT CO | 1,562,185 | $69.3B | 3.05% | |
| 14 | LENLENNAR CORP | 1,286,606 | $65.9B | 2.90% | |
| 15 | WFCWELLS FARGO & CO NEW | 1,095,000 | $60.9B | 2.68% | |
| 16 | TPHTRI POINTE GROUP INC | 4,049,060 | $50.8B | 2.23% | |
| 17 | KBHKB HOME | 1,591,000 | $31.6B | 1.39% | Put |
| 18 | CZREURCAESARS ENTMT CORP | 2,824,804 | $27.0B | 1.19% | |
| 19 | —LA QUINTA HLDGS INC | 1,821,773 | $24.6B | 1.08% | |
| 20 | —INTERXION HOLDING N.V | 614,494 | $24.3B | 1.07% | |
| 21 | UDRUDR INC | 651,952 | $23.6B | 1.04% | |
| 22 | BRK-BQUALITY CARE PPTYS INC | 1,249,589 | $23.6B | 1.04% | |
| 23 | BKBANK NEW YORK MELLON CORP | 480,000 | $22.7B | 1.00% | |
| 24 | CLGXCORELOGIC INC | 555,109 | $22.6B | 0.99% | |
| 25 | AZOAUTOZONE INC | 31,000 | $22.4B | 0.99% | |
| 26 | —SPIRIT RLTY CAP INC NEW | 1,525,000 | $15.4B | 0.68% |