0001172661-18-001538.txt : 20180813 0001172661-18-001538.hdr.sgml : 20180813 20180813171154 ACCESSION NUMBER: 0001172661-18-001538 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180813 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180813 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: 181013304 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 06-30-2018 06-30-2018 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 N Daniel E. Karp 212-351-1953 /s/ Daniel E. Karp New York NY 08-13-2018 0 41 4535709 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 235334 10610204 SH SOLE 10610204 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 250312 5917544 SH SOLE 5917544 0 0 AVALONBAY CMNTYS INC COM 053484101 131437 764656 SH SOLE 764656 0 0 BELMOND LTD CL A G1154H107 4436 397848 SH SOLE 397848 0 0 BLACK KNIGHT INC COM 09215C105 26892 502194 SH SOLE 502194 0 0 CAESARS ENTMT CORP COM 127686103 250917 23450216 SH SOLE 23450216 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 51309 895288 SH SOLE 895288 0 0 CHOICE HOTELS INTL INC COM 169905106 24639 325914 SH SOLE 325914 0 0 COLUMBIA PPTY TR INC COM NEW 198287203 57187 2518158 SH SOLE 2518158 0 0 D R HORTON INC COM 23331A109 539389 13155838 SH SOLE 13155838 0 0 D R HORTON INC COM 23331A109 432702 10553700 SH Call SOLE 10553700 0 0 EMPIRE ST RLTY TR INC CL A 292104106 40943 2394333 SH SOLE 2394333 0 0 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 40620 3000000 SH SOLE 3000000 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 18840 871805 SH SOLE 871805 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 41031 3647193 SH SOLE 3647193 0 0 FORESTAR GROUP INC COM 346232101 75060 3617373 SH SOLE 3617373 0 0 HEALTHCARE TR AMER INC CL A NEW 42225P501 51274 1901849 SH SOLE 1901849 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 122267 1544560 SH SOLE 1544560 0 0 HYATT HOTELS CORP COM CL A 448579102 25718 333347 SH SOLE 333347 0 0 JBG SMITH PPTYS COM 46590V100 87908 2410412 SH SOLE 2410412 0 0 LASALLE HOTEL PPTYS COM SH BEN INT 517942108 82524 2410871 SH SOLE 2410871 0 0 LENNAR CORP CL A 526057104 273000 5200000 SH SOLE 5200000 0 0 LOWES COS INC COM 548661107 19971 208968 SH SOLE 208968 0 0 MACERICH CO COM 554382101 28944 509300 SH SOLE 509300 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 25048 221743 SH SOLE 221743 0 0 MOHAWK INDS INC COM 608190104 158411 739307 SH SOLE 739307 0 0 NEW YORK REIT INC COM NEW 64976L208 12964 710760 SH SOLE 710760 0 0 PARAMOUNT GROUP INC COM 69924R108 219646 14262747 SH SOLE 14262747 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 39242 1011389 SH SOLE 1011389 0 0 PENNYMAC FINL SVCS INC CL A 70932B101 12281 625000 SH SOLE 625000 0 0 PROLOGIS INC COM 74340W103 65013 989700 SH SOLE 989700 0 0 QUALITY CARE PPTYS INC COM 747545101 80482 3741624 SH SOLE 3741624 0 0 REXFORD INDL RLTY INC COM 76169C100 78039 2486100 SH SOLE 2486100 0 0 SL GREEN RLTY CORP COM 78440X101 77863 774524 SH SOLE 774524 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 87965 362400 SH SOLE 362400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 244152 900000 SH Put SOLE 900000 0 0 TAUBMAN CTRS INC COM 876664103 78096 1329075 SH SOLE 1329075 0 0 TAYLOR MORRISON HOME CORP CL A 87724P106 62403 3003011 SH SOLE 3003011 0 0 VICI PPTYS INC COM 925652109 39049 1891894 SH SOLE 1891894 0 0 VORNADO RLTY TR SH BEN INT 929042109 263433 3563756 SH SOLE 3563756 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 78968 1342301 SH SOLE 1342301 0 0