0001085146-14-000669.txt : 20140214 0001085146-14-000669.hdr.sgml : 20140214 20140214140427 ACCESSION NUMBER: 0001085146-14-000669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 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: 14614470 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 12-31-2013 12-31-2013 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 N Anthony Famiglietti 2123511954 /s/ Anthony Famiglietti New York NY 02-14-2014 0 31 1039836 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALTISOURCE ASSET MGMT CORP COM 02153X108 117846 126716 SH SOLE 126716 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 78288 4832586 SH SOLE 4832586 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 26234 1012500 SH SOLE 1012500 0 0 AVALONBAY CMNTYS INC COM 053484101 24947 211000 SH SOLE 211000 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 78518 2894151 SH SOLE 2894151 0 0 BROOKDALE SR LIVING INC COM 112463104 9785 360000 SH SOLE 360000 0 0 CBRE GROUP INC CL A 12504L109 71724 2727133 SH SOLE 2727133 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 20203 1707819 SH SOLE 1707819 0 0 CROWN CASTLE INTL CORP COM 228227104 24048 327500 SH SOLE 327500 0 0 D R HORTON INC COM 23331A109 20461 916708 SH SOLE 916708 0 0 EDUCATION RLTY TR INC COM 28140H104 26728 3030352 SH SOLE 3030352 0 0 EMERITUS CORP COM 291005106 57898 2676740 SH SOLE 2676740 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 10848 299416 SH SOLE 299416 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 24379 470000 SH SOLE 470000 0 0 FOREST CITY ENTERPRISES INC CL A 345550107 20070 1050764 SH SOLE 1050764 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 33375 1500000 SH SOLE 1500000 0 0 HYATT HOTELS CORP COM CL A 448579102 64207 1298151 SH SOLE 1298151 0 0 LENNAR CORP CL A 526057104 24638 622812 SH SOLE 622812 0 0 MACK CALI RLTY CORP COM 554489104 51307 2388606 SH SOLE 2388606 0 0 MFA FINL INC COM 55272X102 34353 4865797 SH SOLE 4865797 0 0 NORTHSTAR RLTY FIN CORP COM 66704R100 45556 3387057 SH SOLE 3387057 0 0 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 6738 355000 SH SOLE 355000 0 0 PENNYMAC MTG INVT TR COM 70931T103 213 9290 SH SOLE 9290 0 0 PHH CORP COM NEW 693320202 16300 669417 SH SOLE 669417 0 0 PINNACLE ENTMT INC COM 723456109 10606 408088 SH SOLE 408088 0 0 PLY GEM HLDGS INC COM 72941W100 14308 793570 SH SOLE 793570 0 0 POST PPTYS INC COM 737464107 15546 343700 SH SOLE 343700 0 0 REALOGY HLDGS CORP COM 75605Y106 15185 306957 SH SOLE 306957 0 0 SILVER BAY RLTY TR CORP COM 82735Q102 19556 1222996 SH SOLE 1222996 0 0 STONEGATE MTG CORP COM 86181Q300 11571 700000 SH SOLE 700000 0 0 TAUBMAN CTRS INC COM 876664103 64400 1007514 SH SOLE 1007514 0 0