0001315863-16-001157.txt : 20160212 0001315863-16-001157.hdr.sgml : 20160212 20160212160823 ACCESSION NUMBER: 0001315863-16-001157 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160212 DATE AS OF CHANGE: 20160212 EFFECTIVENESS DATE: 20160212 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: 161419033 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 12-31-2015 12-31-2015 Long Pond Capital, LP

527 MADISON AVENUE 15TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-14852 N Michael Hoffman 212-351-1953 /s/ Michael Hoffman New York NY 02-12-2016 0 28 2165106 false INFORMATION TABLE 2 longpondcap4q2015.inftab.xml LONG POND CAPITAL, LP - 13F REPORT 4TH QUARTER 2015 AIR LEASE CORPCL A00912X302391321168815SHSOLE 116881500AMERICAN HOMES 4 RENTCL A02665T306623633743283SHSOLE 374328300AMERICAN RESIDENTIAL PPTYS ICOM02927E303506902682033SHSOLE 268203300BLACKSTONE MTG TR INCCOM CL A09257W1001605515999665SHSOLE 599966500BOYD GAMING CORPCOM103304101328951655493SHSOLE 165549300CATERPILLAR INC DELCOM1491231016796010000SHPutSOLE 1000000COLONY CAP INCCL A19624R1061277016555502SHSOLE 655550200FIDELITY NATIONAL FINANCIALFNFV GROUP COM31620R402202701804985SHSOLE 180498500FIRST POTOMAC RLTY TRCOM33610F109208301827155SHSOLE 182715500FOREST CITY ENTERPRISES INCCL A34555010725858211791250SHSOLE 1179125000HYATT HOTELS CORPCOM CL A4485791021001282129468SHSOLE 212946800KEYCORP NEWCOM493267108250611900000SHSOLE 190000000LADDER CAP CORPCL A5057431043863311056SHSOLE 31105600LASALLE HOTEL PPTYSCOM SH BEN INT517942108757353010127SHSOLE 301012700MACYS INCCOM55616P1045247015000SHCallSOLE 1500000NMI HLDGS INCCL A629209305228163370172SHSOLE 337017200PARAMOUNT GROUP INCCOM69924R1081735919590677SHSOLE 959067700PENNYMAC FINL SVCS INCCL A70932B1019076590875SHSOLE 59087500PENNYMAC MTG INVT TRCOM70931T103329292157889SHSOLE 215788900POPULAR INCCOM NEW733174700764432697357SHSOLE 269735700RETAIL PPTYS AMER INCCL A76131V202197911339924SHSOLE 133992400SBA COMMUNICATIONS CORPCOM78388J10640582386242SHSOLE 38624200SERITAGE GROWTH PPTYSCL A81752R100724801802100SHSOLE 180210000SPIRIT RLTY CAP INC NEWCOM84860W1027049703476SHSOLE 70347600STARWOOD HOTELS&RESORTS WRLDCOM85590A4012253413252617SHSOLE 325261700STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109828803660779SHSOLE 366077900STONEGATE MTG CORPCOM86181Q300136922512225SHSOLE 251222500TAUBMAN CTRS INCCOM8766641032902053782646SHSOLE 378264600