0001172661-16-004250.txt : 20161114 0001172661-16-004250.hdr.sgml : 20161111 20161114075829 ACCESSION NUMBER: 0001172661-16-004250 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Long Pond Capital, LP CENTRAL INDEX KEY: 0001499066 IRS NUMBER: 273090149 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14852 FILM NUMBER: 161990644 BUSINESS ADDRESS: STREET 1: 527 MADISON AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.351.1950 MAIL ADDRESS: STREET 1: 527 MADISON AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001499066 XXXXXXXX 09-30-2016 09-30-2016 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 N Michael Hoffman 212-351-1953 /s/ Michael Hoffman New York NY 11-14-2016 0 24 2144108 INFORMATION TABLE 2 infotable.xml BLACKSTONE MTG TR INC COM CL A 09257W100 166761 5662503 SH SOLE 5662503 0 0 BOYD GAMING CORP COM 103304101 56023 2832302 SH SOLE 2832302 0 0 CAESARS ENTMT CORP COM 127686103 12995 1744300 SH SOLE 1744300 0 0 CALATLANTIC GROUP INC COM 128195104 18110 541578 SH SOLE 541578 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 92758 1900000 SH Put SOLE 1900000 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 309840 4816413 SH SOLE 4816413 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 43809 681000 SH Call SOLE 681000 0 0 ESSEX PPTY TR INC COM 297178105 213695 959566 SH SOLE 959566 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 83889 3626850 SH SOLE 3626850 0 0 GENERAL GROWTH PPTYS INC NEW COM 370023103 53130 1925000 SH SOLE 1925000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 127859 5576038 SH SOLE 5576038 0 0 HYATT HOTELS CORP COM CL A 448579102 91763 1864347 SH SOLE 1864347 0 0 INTERXION HOLDING N.V SHS N47279109 21189 585000 SH SOLE 585000 0 0 LA QUINTA HLDGS INC COM 50420D108 21109 1888086 SH SOLE 1888086 0 0 LENNAR CORP CL A 526057104 116636 2754747 SH SOLE 2754747 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 93562 552284 SH SOLE 552284 0 0 MARRIOTT INTL INC NEW CL A 571903202 139356 2069745 SH SOLE 2069745 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 4431 300000 SH SOLE 300000 0 0 MERITAGE HOMES CORP COM 59001A102 4775 137601 SH SOLE 137601 0 0 PARAMOUNT GROUP INC COM 69924R108 171860 10485685 SH SOLE 10485685 0 0 SHERWIN WILLIAMS CO COM 824348106 32646 118000 SH SOLE 118000 0 0 STONEGATE MTG CORP COM 86181Q300 11506 2512225 SH SOLE 2512225 0 0 TAUBMAN CTRS INC COM 876664103 193307 2597863 SH SOLE 2597863 0 0 WELLS FARGO & CO NEW COM 949746101 63099 1425000 SH SOLE 1425000 0 0