0001172661-18-002021.txt : 20181114 0001172661-18-002021.hdr.sgml : 20181114 20181113180606 ACCESSION NUMBER: 0001172661-18-002021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181114 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: 181179590 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 09-30-2018 09-30-2018 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 N Daniel E. Karp 212-351-1953 /s/ Daniel E. Karp New York NY 11-13-2018 0 39 3836465 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 127519 5825425 SH SOLE 5825425 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 180543 4091171 SH SOLE 4091171 0 0 AVALONBAY CMNTYS INC COM 053484101 26921 148609 SH SOLE 148609 0 0 BELMOND LTD CL A G1154H107 32640 1788467 SH SOLE 1788467 0 0 CAESARS ENTMT CORP COM 127686103 247514 24147681 SH SOLE 24147681 0 0 CENTURY CMNTYS INC COM 156504300 34591 1317769 SH SOLE 1317769 0 0 COLUMBIA PPTY TR INC COM NEW 198287203 55677 2355224 SH SOLE 2355224 0 0 D R HORTON INC COM 23331A109 561130 13303230 SH SOLE 13303230 0 0 D R HORTON INC COM 23331A109 64033 1518100 SH Call SOLE 1518100 0 0 EMPIRE ST RLTY TR INC CL A 292104106 39770 2394333 SH SOLE 2394333 0 0 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 42570 3000000 SH SOLE 3000000 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 38076 4046380 SH SOLE 4046380 0 0 FORESTAR GROUP INC COM 346232101 76688 3617373 SH SOLE 3617373 0 0 HILTON GRAND VACATIONS INC COM 43283X105 81266 2455169 SH SOLE 2455169 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 412766 5109756 SH SOLE 5109756 0 0 HUDSON PAC PPTYS INC COM 444097109 37246 1138340 SH SOLE 1138340 0 0 HYATT HOTELS CORP COM CL A 448579102 26531 333347 SH SOLE 333347 0 0 JBG SMITH PPTYS COM 46590V100 81377 2209533 SH SOLE 2209533 0 0 LASALLE HOTEL PPTYS COM SH BEN INT 517942108 83392 2410871 SH SOLE 2410871 0 0 LENNAR CORP CL A 526057104 223840 4794176 SH SOLE 4794176 0 0 LENNAR CORP CL B 526057302 2859 74258 SH SOLE 74258 0 0 LYON WILLIAM HOMES CL A NEW 552074700 21057 1325187 SH SOLE 1325187 0 0 MACERICH CO COM 554382101 20739 375100 SH SOLE 375100 0 0 MERITAGE HOMES CORP COM 59001A102 28048 702963 SH SOLE 702963 0 0 MGM RESORTS INTERNATIONAL COM 552953101 94119 3372216 SH SOLE 3372216 0 0 MOHAWK INDS INC COM 608190104 51180 291871 SH SOLE 291871 0 0 MOHAWK INDS INC COM 608190104 87675 500000 SH Call SOLE 500000 0 0 PARAMOUNT GROUP INC COM 69924R108 146445 9704767 SH SOLE 9704767 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 27823 765000 SH SOLE 765000 0 0 PENNYMAC FINL SVCS INC CL A 70932B101 13063 625000 SH SOLE 625000 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 4343 451029 SH SOLE 451029 0 0 REXFORD INDL RLTY INC COM 76169C100 85188 2665467 SH SOLE 2665467 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 48795 184550 SH SOLE 184550 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 188968 650000 SH Put SOLE 650000 0 0 TAUBMAN CTRS INC COM 876664103 25792 431094 SH SOLE 431094 0 0 TAYLOR MORRISON HOME CORP CL A 87724P106 99346 5506993 SH SOLE 5506993 0 0 VORNADO RLTY TR SH BEN INT 929042109 211568 2898192 SH SOLE 2898192 0 0 VULCAN MATLS CO COM 929160109 39254 353001 SH SOLE 353001 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 166113 2989252 SH SOLE 2989252 0 0