0001172661-17-000540.txt : 20170213 0001172661-17-000540.hdr.sgml : 20170213 20170213160305 ACCESSION NUMBER: 0001172661-17-000540 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170213 DATE AS OF CHANGE: 20170213 EFFECTIVENESS DATE: 20170213 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: 17598979 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 true false 0001499066 XXXXXXXX 12-31-2016 12-31-2016 false 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 02-13-2017 0 22 2132480 INFORMATION TABLE 2 infotable.xml AVALONBAY CMNTYS INC COM 053484101 51815 292492 SH SOLE 292492 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 30070 1000000 SH SOLE 1000000 0 0 CAESARS ENTMT CORP COM 127686103 24011 2824804 SH SOLE 2824804 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 271437 4217484 SH SOLE 4217484 0 0 ESSEX PPTY TR INC COM 297178105 277912 1195322 SH SOLE 1195322 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 225718 10831017 SH SOLE 10831017 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 20672 760000 SH SOLE 760000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 27200 1000000 SH Call SOLE 1000000 0 0 HYATT HOTELS CORP COM CL A 448579102 125752 2275644 SH SOLE 2275644 0 0 INTERXION HOLDING N.V SHS N47279109 21550 614494 SH SOLE 614494 0 0 KB HOME COM 48666K109 14054 888900 SH Put SOLE 888900 0 0 LENNAR CORP CL A 526057104 165829 3862767 SH SOLE 3862767 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 131638 767525 SH SOLE 767525 0 0 MARRIOTT INTL INC NEW CL A 571903202 102114 1235056 SH SOLE 1235056 0 0 PARAMOUNT GROUP INC COM 69924R108 181142 11328479 SH SOLE 11328479 0 0 QUALITY CARE PPTYS INC COM 747545101 92235 5950672 SH SOLE 5950672 0 0 RETAIL PPTYS AMER INC CL A 76131V202 64977 4238568 SH SOLE 4238568 0 0 SHERWIN WILLIAMS CO COM 824348106 65319 243056 SH SOLE 243056 0 0 STONEGATE MTG CORP COM 86181Q300 14998 2512225 SH SOLE 2512225 0 0 TAUBMAN CTRS INC COM 876664103 143563 1941878 SH SOLE 1941878 0 0 UDR INC COM 902653104 31151 853930 SH SOLE 853930 0 0 WELLS FARGO & CO NEW COM 949746101 49323 895000 SH SOLE 895000 0 0