0001172661-19-001218.txt : 20190514 0001172661-19-001218.hdr.sgml : 20190514 20190514170246 ACCESSION NUMBER: 0001172661-19-001218 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 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: 19823660 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 03-31-2019 03-31-2019 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 05-14-2019 0 37 2869152 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 74564 3281847 SH SOLE 3281847 0 0 AMERICOLD RLTY TR COM 03064D108 30510 1000000 SH SOLE 1000000 0 0 BELMOND LTD CL A G1154H107 44586 1788467 SH SOLE 1788467 0 0 CAESARS ENTMT CORP COM 127686103 12715 1463154 SH SOLE 1463154 0 0 CAVCO INDS INC DEL COM 149568107 10063 85623 SH SOLE 85623 0 0 CENTURY CMNTYS INC COM 156504300 58299 2432176 SH SOLE 2432176 0 0 CUSHMAN WAKEFIELD PLC SHS G2717B108 13350 750000 SH SOLE 750000 0 0 D R HORTON INC COM 23331A109 510617 12339713 SH SOLE 12339713 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 31011 2863443 SH SOLE 2863443 0 0 EAGLE MATERIALS INC COM 26969P108 45517 539935 SH SOLE 539935 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 7336 97395 SH SOLE 97395 0 0 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 9008 461500 SH SOLE 461500 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 27979 1558713 SH SOLE 1558713 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 40821 5661780 SH SOLE 5661780 0 0 FORESTAR GROUP INC COM 346232101 66979 3873873 SH SOLE 3873873 0 0 HILTON GRAND VACATIONS INC COM 43283X105 181000 5867092 SH SOLE 5867092 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 229657 2763291 SH SOLE 2763291 0 0 HUDSON PAC PPTYS INC COM 444097109 215114 6249674 SH SOLE 6249674 0 0 HYATT HOTELS CORP COM CL A 448579102 180470 2486840 SH SOLE 2486840 0 0 JBG SMITH PPTYS COM 46590V100 81642 1974417 SH SOLE 1974417 0 0 KB HOME COM 48666K109 13697 566680 SH SOLE 566680 0 0 LENNAR CORP CL A 526057104 114264 2327633 SH SOLE 2327633 0 0 LOWES COS INC COM 548661107 92124 841548 SH SOLE 841548 0 0 LYON WILLIAM HOMES CL A NEW 552074700 36842 2397026 SH SOLE 2397026 0 0 MACK CALI RLTY CORP COM 554489104 9984 449751 SH SOLE 449751 0 0 MGM RESORTS INTERNATIONAL COM 552953101 36165 1409400 SH SOLE 1409400 0 0 MID AMER APT CMNTYS INC COM 59522J103 656 6003 SH SOLE 6003 0 0 OWENS CORNING NEW COM 690742101 151179 3208385 SH SOLE 3208385 0 0 PARAMOUNT GROUP INC COM 69924R108 89089 6278285 SH SOLE 6278285 0 0 PENNYMAC FINL SVCS INC COM 70932M107 16836 757000 SH SOLE 757000 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 10725 1405596 SH SOLE 1405596 0 0 SL GREEN RLTY CORP COM 78440X101 49115 546211 SH SOLE 546211 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 12778 321614 SH SOLE 321614 0 0 TOLL BROTHERS INC COM 889478103 4553 125779 SH SOLE 125779 0 0 VORNADO RLTY TR SH BEN INT 929042109 186375 2763566 SH SOLE 2763566 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 146874 2938063 SH SOLE 2938063 0 0 WYNN RESORTS LTD COM 983134107 26658 223415 SH SOLE 223415 0 0