0001172661-20-001678.txt : 20200814 0001172661-20-001678.hdr.sgml : 20200814 20200813180108 ACCESSION NUMBER: 0001172661-20-001678 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200814 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: 201100535 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 06-30-2020 06-30-2020 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 08-13-2020 0 38 2534697 INFORMATION TABLE 2 infotable.xml APARTMENT INVT & MGMT CO CL A 03748R754 202916 5390957 SH SOLE 5390957 0 0 AVALONBAY CMNTYS INC COM 053484101 136641 883608 SH SOLE 883608 0 0 AZEK CO INC CL A 05478C105 7965 250000 SH SOLE 250000 0 0 BOSTON PPTYS LTD PARTNERSHIP COM 101121101 22731 251506 SH SOLE 251506 0 0 CAMDEN PPTY TR SH BEN INT 133131102 123175 1350305 SH SOLE 1350305 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 8252 1492300 SH SOLE 1492300 0 0 DOUGLAS EMMETT INC COM 25960P109 80718 2632670 SH SOLE 2632670 0 0 EMPIRE ST RLTY TR INC CL A 292104106 7565 1080716 SH SOLE 1080716 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 71169 1209942 SH SOLE 1209942 0 0 ESSEX PPTY TR INC COM 297178105 85186 371714 SH SOLE 371714 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 56061 5009946 SH SOLE 5009946 0 0 FIRST INDL RLTY TR INC COM 32054K103 108997 2835504 SH SOLE 2835504 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 28919 6286780 SH SOLE 6286780 0 0 FORESTAR GROUP INC COM 346232101 70603 4681873 SH SOLE 4681873 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 128420 4659638 SH SOLE 4659638 0 0 HILTON GRAND VACATIONS INC COM 43283X105 50412 2578598 SH SOLE 2578598 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 175337 2387168 SH SOLE 2387168 0 0 HOST HOTELS & RESORTS INC COM 44107P104 27892 2585000 SH SOLE 2585000 0 0 HUDSON PAC PPTYS INC COM 444097109 56108 2230032 SH SOLE 2230032 0 0 INVITATION HOMES INC COM 46187W107 33877 1230531 SH SOLE 1230531 0 0 ISHARES TR U.S. REAL ES ETF 464287739 80780 1025000 SH Call SOLE 1025000 0 0 JBG SMITH PPTYS COM 46590V100 104669 3539699 SH SOLE 3539699 0 0 KILROY RLTY CORP COM 49427F108 57550 980405 SH SOLE 980405 0 0 LAS VEGAS SANDS CORP COM 517834107 87714 1926081 SH SOLE 1926081 0 0 MACERICH CO COM 554382101 15502 1728256 SH SOLE 1728256 0 0 MADISON SQUARE GRDN ENTERTNM CL A 55826T102 45070 600937 SH SOLE 600937 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 97596 664418 SH SOLE 664418 0 0 MARRIOTT INTL INC NEW CL A 571903202 31115 362938 SH SOLE 362938 0 0 MID-AMER APT CMNTYS INC COM 59522J103 101686 886768 SH SOLE 886768 0 0 REXFORD INDL RLTY INC COM 76169C100 7440 179586 SH SOLE 179586 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 24035 694657 SH SOLE 694657 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 107957 7481449 SH SOLE 7481449 0 0 SEAWORLD ENTMT INC COM 81282V100 37731 2547671 SH SOLE 2547671 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 55139 6765518 SH SOLE 6765518 0 0 TERRENO RLTY CORP COM 88146M101 13827 262679 SH SOLE 262679 0 0 UDR INC COM 902653104 36558 978016 SH SOLE 978016 0 0 WELLTOWER INC COM 95040Q104 52850 1021256 SH SOLE 1021256 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 94534 2218076 SH SOLE 2218076 0 0