0001315863-14-000493.txt : 20140813 0001315863-14-000493.hdr.sgml : 20140813 20140813170253 ACCESSION NUMBER: 0001315863-14-000493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140813 DATE AS OF CHANGE: 20140813 EFFECTIVENESS DATE: 20140813 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: 141038312 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 06-30-2014 06-30-2014 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 08-13-2014 0 32 1458570 false INFORMATION TABLE 2 longpondcap2q14.inftab.xml LONG POND CAPITAL, LP 13F 2Q14 AMERICAN HOMES 4 RENTCL A02665T3061702459585839SHSOLE 958583900AMERICAN RESIDENTIAL PPTYS ICOM02927E303474062528308SHSOLE 252830800AMERICAN TOWER CORP NEWCOM03027X10053358593000SHSOLE 59300000APARTMENT INVT & MGMT COCL A03748R101342291060700SHSOLE 106070000ARMSTRONG WORLD INDS INC NEWCOM04247X10232655568600SHSOLE 56860000BLACKSTONE MTG TR INCCOM CL A09257W1001245304294151SHSOLE 429415100BOYD GAMING CORPCOM103304101268522213722SHSOLE 221372200BROOKDALE SR LIVING INCCOM11246310413003390000SHSOLE 39000000CAESARSTONE SDOT-YAM LTDORD SHSM2059810422086450000SHSOLE 45000000CBRE GROUP INCCL A12504L109389041214236SHSOLE 121423600CEMEX SAB DE CVSPON ADR NEW151290889238131799900SHSOLE 179990000CEMEX SAB DE CVSPON ADR NEW1512908892092608700SHCallSOLE 000COLONY FINL INCCOM19624R1066512280436SHSOLE 28043600CROWN CASTLE INTL CORPCOM22822710444927605000SHSOLE 60500000DIAMOND RESORTS INTL INCCOM25272T104293371260737SHSOLE 126073700ELLIE MAE INCCOM28849P1006776217666SHSOLE 21766600EMERITUS CORPCOM29100510626530838243SHSOLE 83824300HILTON WORLDWIDE HLDGS INCCOM43300A104932004000000SHSOLE 400000000ISTAR FINL INCCOM45031U10111610775000SHSOLE 77500000LA QUINTA HLDGS INCCOM50420D108758433962526SHSOLE 396252600MADISON SQUARE GARDEN COCL A55826P100962741541610SHSOLE 154161000MGM RESORTS INTERNATIONALCOM55295310114348543500SHSOLE 54350000MOHAWK INDS INCCOM60819010466472480500SHSOLE 48050000PHH CORPCOM NEW69332020212504544138SHSOLE 54413800PINNACLE ENTMT INCCOM723456109341151354855SHSOLE 135485500SCIENTIFIC GAMES CORPCL A80874P109245112204255SHSOLE 220425500SPIRIT RLTY CAP INC NEWCOM84860W10211476610102600SHSOLE 1010260000STARWOOD HOTELS&RESORTS WRLDCOM85590A40167226831800SHSOLE 83180000STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109767572928550SHSOLE 292855000STONEGATE MTG CORPCOM86181Q300257141843262SHSOLE 184326200TEMPUR SEALY INTL INCCOM88023U10124928417551SHSOLE 41755100WYNDHAM WORLDWIDE CORPCOM98310W10818930250000SHSOLE 25000000