0000902664-19-004300.txt : 20191114 0000902664-19-004300.hdr.sgml : 20191114 20191114062407 ACCESSION NUMBER: 0000902664-19-004300 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MKP Capital Management, L.L.C. CENTRAL INDEX KEY: 0001534949 IRS NUMBER: 133849932 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15312 FILM NUMBER: 191216231 BUSINESS ADDRESS: STREET 1: 600 LEXINGTON AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212 303-7100 MAIL ADDRESS: STREET 1: 600 LEXINGTON AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001534949 XXXXXXXX 09-30-2019 09-30-2019 false MKP Capital Management, L.L.C.

600 Lexington Avenue New York NY 10022

13F HOLDINGS REPORT 028-15312 N Thomas D. DeVita 212-303-7100 /s/ Thomas D. Devita New York NY 11-14-2019 0 42 212980 INFORMATION TABLE 2 infotable.xml ARCH CAP GROUP LTD ORD G0450A105 3778 90000 SH DFND 90000 0 0 ARCONIC INC COM 03965L100 2171 83500 SH Put DFND 83500 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 548 30000 SH Put DFND 30000 0 0 BAUSCH HEALTH COS INC COM 071734107 655 30000 SH Put DFND 30000 0 0 BEAZER HOMES USA INC COM NEW 07556Q881 447 30000 SH Put DFND 30000 0 0 CALIFORNIA RES CORP COM NEW 13057Q206 359 35200 SH Put DFND 35200 0 0 CAMDEN PPTY TR SH BEN INT 133131102 22424 202000 SH DFND 202000 0 0 CENTURY CMNTYS INC COM 156504300 2297 75000 SH DFND 75000 0 0 DELL TECHNOLOGIES INC CL C 24703L202 596 11500 SH Put DFND 11500 0 0 D R HORTON INC COM 23331A109 20123 381766 SH DFND 381766 0 0 ESSENT GROUP LTD COM G3198U102 2873 60264 SH DFND 60264 0 0 FORD MTR CO DEL COM 345370860 17675 1929600 SH Put DFND 1929600 0 0 GENERAL ELECTRIC CO COM 369604103 9022 1009200 SH Put DFND 1009200 0 0 KB HOME COM 48666K109 10642 313000 SH DFND 313000 0 0 KB HOME COM 48666K109 391 11500 SH Put DFND 11500 0 0 LENNAR CORP CL A 526057104 7628 136583 SH DFND 136583 0 0 LGI HOMES INC COM 50187T106 1250 15000 SH DFND 15000 0 0 LYON WILLIAM HOMES CL A NEW 552074700 2545 125000 SH DFND 125000 0 0 M D C HLDGS INC COM 552676108 6231 144561 SH DFND 144561 0 0 M D C HLDGS INC COM 552676108 608 14100 SH Put DFND 14100 0 0 MASCO CORP COM 574599106 7711 185000 SH DFND 185000 0 0 MERITAGE HOMES CORP COM 59001A102 7360 104626 SH DFND 104626 0 0 MGIC INVT CORP WIS COM 552848103 2680 213026 SH DFND 213026 0 0 MID AMER APT CMNTYS INC COM 59522J103 27432 211000 SH DFND 211000 0 0 NETFLIX INC COM 64110L106 1606 6000 SH Call DFND 6000 0 0 NMI HLDGS INC CL A 629209305 935 35600 SH DFND 35600 0 0 OWENS CORNING NEW COM 690742101 442 7000 SH DFND 7000 0 0 PEABODY ENERGY CORP NEW COM 704551100 147 10000 SH Put DFND 10000 0 0 PENNEY J C CORP INC COM 708160106 331 372300 SH Put DFND 372300 0 0 PULTE GROUP INC COM 745867101 10300 281800 SH DFND 281800 0 0 PULTE GROUP INC COM 745867101 731 20000 SH Call DFND 20000 0 0 RADIAN GROUP INC COM 750236101 2309 101077 SH DFND 101077 0 0 REALOGY HLDGS CORP COM 75605Y106 2672 400000 SH DFND 400000 0 0 SCIENTIFIC GAMES CORP COM 80874P109 305 15000 SH Put DFND 15000 0 0 SIMON PPTY GROUP INC NEW COM 828806109 18989 122000 SH DFND 122000 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 3346 129007 SH DFND 129007 0 0 T MOBILE US INC COM 872590104 236 3000 SH Put DFND 3000 0 0 TESLA INC COM 88160R101 8430 35000 SH Put DFND 35000 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 110 16000 SH Put DFND 16000 0 0 TRI POINTE GROUP INC COM 87265H109 1181 78499 SH DFND 78499 0 0 UBER TECHNOLOGIES INC COM 90353T100 457 15000 SH Put DFND 15000 0 0 VISTRA ENERGY CORP COM 92840M102 3007 112500 SH Put DFND 112500 0 0