0001315863-15-000132.txt : 20150213 0001315863-15-000132.hdr.sgml : 20150213 20150213161658 ACCESSION NUMBER: 0001315863-15-000132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15614804 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 12-31-2014 12-31-2014 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 02-13-2015 0 34 1673220 false INFORMATION TABLE 2 longpondcap4q14.inftab.xml LONG POND CAPITAL LP 13F 4Q14 AMERICAN HOMES 4 RENTCL A02665T30619013711164804SHSOLE 1116480400AMERICAN RESIDENTIAL PPTYS ICOM02927E303560083187734SHSOLE 318773400ASSOCIATED ESTATES RLTY CORPCOM0456041052831121960SHSOLE 12196000BLACKSTONE MTG TR INCCOM CL A09257W1001347344623671SHSOLE 462367100BOYD GAMING CORPCOM103304101240881884813SHSOLE 188481300CAESARS ENTMT CORPCOM127686103194861241958SHSOLE 124195800CAESARSTONE SDOT-YAM LTDORD SHSM2059810418335306500SHSOLE 30650000CBRE GROUP INCCL A12504L109344331005336SHSOLE 100533600D R HORTON INCCOM23331A1097713305000SHSOLE 30500000FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R3031051813053154SHSOLE 305315400FIDELITY NATIONAL FINANCIALFNFV GROUP COM31620R40211962760000SHSOLE 76000000FOREST CITY ENTERPRISES INCCL A345550107754053540130SHSOLE 354013000GRAMERCY PPTY TR INCCOM38489R100483277003942SHSOLE 700394200HILTON WORLDWIDE HLDGS INCCOM43300A1041484045688138SHSOLE 568813800LENNAR CORPCL A52605710415158338265SHSOLE 33826500MACK CALI RLTY CORPCOM554489104748123925065SHSOLE 392506500MARTIN MARIETTA MATLS INCCOM57328410613238120000SHSOLE 12000000MELCO CROWN ENTMT LTDADR585464100512062016000SHSOLE 201600000MGIC INVT CORP WISCOM552848103351913775809SHSOLE 377580900MGM RESORTS INTERNATIONALCOM552953101389481821706SHSOLE 182170600MOHAWK INDS INCCOM60819010456277362237SHSOLE 36223700NMI HLDGS INCCL A629209305245222685900SHSOLE 268590000NORTHSTAR ASSET MGMT GROUP ICOM66705Y10418153804300SHSOLE 80430000OFFICE DEPOT INCCOM676220106147771723288SHSOLE 172328800PARAMOUNT GROUP INCCOM69924R108611423288956SHSOLE 328895600PENN NATL GAMING INCCOM707569109170331240600SHSOLE 124060000PENNYMAC FINL SVCS INCCL A70932B10110222590875SHSOLE 59087500PHH CORPCOM NEW693320202406101694900SHSOLE 169490000PINNACLE ENTMT INCCOM72345610918261820741SHSOLE 82074100SILVER BAY RLTY TR CORPCOM82735Q102204451234626SHSOLE 123462600SPIRIT RLTY CAP INC NEWCOM84860W102753206334700SHSOLE 633470000STARWOOD HOTELS&RESORTS WRLDCOM85590A4011263531558563SHSOLE 155856300STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109562632133597SHSOLE 213359700STONEGATE MTG CORPCOM86181Q300282452361628SHSOLE 236162800