0001172661-19-002185.txt : 20191113 0001172661-19-002185.hdr.sgml : 20191113 20191113173029 ACCESSION NUMBER: 0001172661-19-002185 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191113 DATE AS OF CHANGE: 20191113 EFFECTIVENESS DATE: 20191113 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: 191215467 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 09-30-2019 09-30-2019 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 11-13-2019 0 35 3831749 INFORMATION TABLE 2 infotable.xml ALEXANDERS INC COM 014752109 4769 13689 SH SOLE 13689 0 0 APARTMENT INVT & MGMT CO CL A 03748R754 54905 1053032 SH SOLE 1053032 0 0 BOYD GAMING CORP COM 103304101 27550 1150332 SH SOLE 1150332 0 0 D R HORTON INC COM 23331A109 477928 9067128 SH SOLE 9067128 0 0 EAGLE MATERIALS INC COM 26969P108 79726 885746 SH SOLE 885746 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 129700 8859268 SH SOLE 8859268 0 0 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 13471 340533 SH SOLE 340533 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 48463 6461780 SH SOLE 6461780 0 0 FORESTAR GROUP INC COM 346232101 85585 4681873 SH SOLE 4681873 0 0 HILTON GRAND VACATIONS INC COM 43283X105 251747 7867092 SH SOLE 7867092 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 135744 1457888 SH SOLE 1457888 0 0 HOST HOTELS & RESORTS INC COM 44107P104 88594 5123976 SH SOLE 5123976 0 0 HUDSON PAC PPTYS INC COM 444097109 89723 2681496 SH SOLE 2681496 0 0 HYATT HOTELS CORP COM CL A 448579102 218882 2971119 SH SOLE 2971119 0 0 JBG SMITH PPTYS COM 46590V100 45214 1153127 SH SOLE 1153127 0 0 JONES LANG LASALLE INC COM 48020Q107 44439 319566 SH SOLE 319566 0 0 KILROY RLTY CORP COM 49427F108 53736 689901 SH SOLE 689901 0 0 LAS VEGAS SANDS CORP COM 517834107 77398 1340000 SH SOLE 1340000 0 0 LENNAR CORP CL A 526057104 151624 2714845 SH SOLE 2714845 0 0 LIBERTY PPTY TR SH BEN INT 531172104 98861 1925997 SH SOLE 1925997 0 0 LYON WILLIAM HOMES CL A NEW 552074700 64907 3187943 SH SOLE 3187943 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 155998 591977 SH SOLE 591977 0 0 MGM RESORTS INTERNATIONAL COM 552953101 25225 910000 SH SOLE 910000 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 13791 330000 SH SOLE 330000 0 0 OWENS CORNING NEW COM 690742101 204350 3233385 SH SOLE 3233385 0 0 PARAMOUNT GROUP INC COM 69924R108 120125 8998096 SH SOLE 8998096 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 18356 2344296 SH SOLE 2344296 0 0 RED ROCK RESORTS INC CL A 75700L108 61159 3012040 SH SOLE 3012040 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 73357 3194989 SH SOLE 3194989 0 0 SL GREEN RLTY CORP COM 78440X101 95390 1166853 SH SOLE 1166853 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 169815 630859 SH SOLE 630859 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 237416 800000 SH Put SOLE 800000 0 0 VEREIT INC COM 92339V100 51345 5250000 SH SOLE 5250000 0 0 VORNADO RLTY TR SH BEN INT 929042109 335021 5261838 SH SOLE 5261838 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 27435 530245 SH SOLE 530245 0 0