0001315863-14-000326.txt : 20140515 0001315863-14-000326.hdr.sgml : 20140515 20140515134955 ACCESSION NUMBER: 0001315863-14-000326 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14845762 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 false false 0001499066 XXXXXXXX 03-31-2014 03-31-2014 Long Pond Capital, LP

527 MADISON AVENUE 15TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-14852 N Anthony Famiglietti 212.351.1954 /s/ Anthony Famiglietti New York NY 05-15-2014 0 28 1005609 false INFORMATION TABLE 2 longpondcap1q14.inftab.xml LONG POND CAPITAL, LP 13F 1Q 14 AMERICAN HOMES 4 RENTCL A02665T3061326007935386SHSOLE 793538600AMERICAN RESIDENTIAL PPTYS ICOM02927E303352371959775SHSOLE 195977500AMERICAN TOWER CORP NEWCOM03027X10051496629000SHSOLE 62900000APARTMENT INVT & MGMT COCL A03748R101320541060700SHSOLE 106070000ARMSTRONG WORLD INDS INC NEWCOM04247X10230278568600SHSOLE 56860000BLACKSTONE MTG TR INCCOM CL A09257W1001062073694151SHSOLE 369415100BOYD GAMING CORPCOM103304101409533102522SHSOLE 310252200CBRE GROUP INCCL A12504L109556552028968SHSOLE 202896800COMMONWEALTH REITCOM SH BEN INT20323310150500000SHPutSOLE 000CROWN CASTLE INTL CORPCOM22822710417855242000SHSOLE 24200000EMERITUS CORPCOM291005106502741599040SHSOLE 159904000FOREST CITY ENTERPRISES INCCL A345550107228531196482SHSOLE 119648200GLIMCHER RLTY TRSH BEN INT379302102387053858932SHSOLE 385893200HILTON WORLDWIDE HLDGS INCCOM43300A104333601500000SHSOLE 150000000HYATT HOTELS CORPCOM CL A448579102612441138151SHSOLE 113815100MACK CALI RLTY CORPCOM5544891043232155476SHSOLE 15547600MADISON SQUARE GARDEN COCL A55826P10033315586747SHSOLE 58674700MELCO CROWN ENTMT LTDADR5854641003865100000SHSOLE 10000000MOHAWK INDS INCCOM60819010439434290000SHSOLE 29000000NORWEGIAN CRUISE LINE HLDGSSHSG667211044535140522SHSOLE 14052200PENN NATL GAMING INCCOM70756910949440100SHSOLE 4010000PHH CORPCOM NEW69332020215354594193SHSOLE 59419300PINNACLE ENTMT INCCOM723456109386411630442SHSOLE 163044200PLY GEM HLDGS INCCOM72941W1003301261370SHSOLE 26137000SCIENTIFIC GAMES CORPCL A80874P109152401110000SHSOLE 111000000STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109876743045296SHSOLE 304529600STONEGATE MTG CORPCOM86181Q300273911843262SHSOLE 184326200WYNDHAM WORLDWIDE CORPCOM98310W10824312332000SHSOLE 33200000