0001172661-21-001173.txt : 20210517 0001172661-21-001173.hdr.sgml : 20210517 20210514173117 ACCESSION NUMBER: 0001172661-21-001173 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210517 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: 21926276 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 03-31-2021 03-31-2021 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 05-14-2021 0 38 2928179 INFORMATION TABLE 2 infotable.xml 21VIANET GROUP INC SPONSORED ADS A 90138A103 30685 950000 SH SOLE 950000 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 201216 6035274 SH SOLE 6035274 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 36604 5961627 SH SOLE 5961627 0 0 AVALONBAY CMNTYS INC COM 053484101 78581 425889 SH SOLE 425889 0 0 BOWX ACQUISITION CORP CL A 103085106 10079 862917 SH SOLE 862917 0 0 CAMDEN PPTY TR SH BEN INT 133131102 182958 1664620 SH SOLE 1664620 0 0 CBRE ACQUISITION HLDGS INC UNIT 99/99/9999 12510J205 4980 500000 SH SOLE 500000 0 0 CYRUSONE INC COM 23283R100 36645 541128 SH SOLE 541128 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 114135 1793444 SH SOLE 1793444 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 126614 1767607 SH SOLE 1767607 0 0 EXPEDIA GROUP INC COM NEW 30212P303 73961 429707 SH SOLE 429707 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 69114 3499442 SH SOLE 3499442 0 0 FIFTH WALL ACQUISITION CORP COM CL A 316790104 22600 2259999 SH SOLE 2259999 0 0 FIRST INDL RLTY TR INC COM 32054K103 150452 3285705 SH SOLE 3285705 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 38759 5126905 SH SOLE 5126905 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 98769 1311151 SH SOLE 1311151 0 0 FORESTAR GROUP INC COM 346232101 108994 4681873 SH SOLE 4681873 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 104151 1284391 SH SOLE 1284391 0 0 HILTON GRAND VACATIONS INC COM 43283X105 66770 1781009 SH SOLE 1781009 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 38090 315004 SH SOLE 315004 0 0 INVITATION HOMES INC COM 46187W107 136552 4268590 SH SOLE 4268590 0 0 JBG SMITH PPTYS COM 46590V100 53058 1669029 SH SOLE 1669029 0 0 LAS VEGAS SANDS CORP COM 517834107 118033 1942612 SH SOLE 1942612 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 169972 947133 SH SOLE 947133 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 32965 1655722 SH SOLE 1655722 0 0 MID-AMER APT CMNTYS INC COM 59522J103 47669 330210 SH SOLE 330210 0 0 NATIONAL RETAIL PROPERTIES I COM 637417106 49863 1131453 SH SOLE 1131453 0 0 NETSTREIT CORP COM 64119V303 50087 2708860 SH SOLE 2708860 0 0 PULTE GROUP INC COM 745867101 32358 617044 SH SOLE 617044 0 0 QTS RLTY TR INC COM CL A 74736A103 60016 967376 SH SOLE 967376 0 0 RXR ACQUISITION CORP UNIT 01/01/2025 74981W206 19700 2000000 SH SOLE 2000000 0 0 SIMON PROPERTY GRP ACQ HOLDI UNIT 99/99/9999 82880R202 34326 3415498 SH SOLE 3415498 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 57925 175435 SH SOLE 175435 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 75869 1785161 SH SOLE 1785161 0 0 SUN CMNTYS INC COM 866674104 186536 1243241 SH SOLE 1243241 0 0 TISHMAN SPEYER INNOVATION CO UNIT 02/11/2026 88825H209 13000 1300000 SH SOLE 1300000 0 0 VICI PPTYS INC COM 925652109 26828 950000 SH SOLE 950000 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 169265 2425701 SH SOLE 2425701 0 0