0001172661-21-000404.txt : 20210212 0001172661-21-000404.hdr.sgml : 20210212 20210212170235 ACCESSION NUMBER: 0001172661-21-000404 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21629162 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 12-31-2020 12-31-2020 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 02-12-2021 0 34 2994458 INFORMATION TABLE 2 infotable.xml AIRBNB INC COM CL A 009066101 44040 300000 SH SOLE 300000 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 101152 3371728 SH SOLE 3371728 0 0 APARTMENT INCOME REIT CORP COM 03750L109 186139 4846103 SH SOLE 4846103 0 0 AVALONBAY CMNTYS INC COM 053484101 277236 1728083 SH SOLE 1728083 0 0 CAMDEN PPTY TR SH BEN INT 133131102 133987 1340944 SH SOLE 1340944 0 0 CBRE ACQUISITION HLDGS INC UNIT 99/99/9999 12510J205 5225 500000 SH SOLE 500000 0 0 DOUGLAS EMMETT INC COM 25960P109 48673 1668020 SH SOLE 1668020 0 0 EAGLE MATLS INC COM 26969P108 24171 238492 SH SOLE 238492 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 102863 1623474 SH SOLE 1623474 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 361680 6101213 SH SOLE 6101213 0 0 ESSEX PPTY TR INC COM 297178105 75945 319878 SH SOLE 319878 0 0 EXPEDIA GROUP INC COM NEW 30212P303 56932 430000 SH Call SOLE 430000 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 53183 3591045 SH SOLE 3591045 0 0 FIRST INDL RLTY TR INC COM 32054K103 59524 1412865 SH SOLE 1412865 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 34326 6286780 SH SOLE 6286780 0 0 FORESTAR GROUP INC COM 346232101 94480 4681873 SH SOLE 4681873 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 100678 2374487 SH SOLE 2374487 0 0 HILTON GRAND VACATIONS INC COM 43283X105 53306 1700345 SH SOLE 1700345 0 0 JBG SMITH PPTYS COM 46590V100 90215 2885025 SH SOLE 2885025 0 0 LAS VEGAS SANDS CORP COM 517834107 79144 1327918 SH SOLE 1327918 0 0 LESLIES INC COM 527064109 11100 400000 SH SOLE 400000 0 0 LIFE STORAGE INC COM 53223X107 25242 211424 SH SOLE 211424 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 157685 856519 SH SOLE 856519 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 24406 779757 SH SOLE 779757 0 0 MID-AMER APT CMNTYS INC COM 59522J103 76410 603123 SH SOLE 603123 0 0 NATIONAL RETAIL PROPERTIES I COM 637417106 82566 2017740 SH SOLE 2017740 0 0 NETSTREIT CORP COM 64119V303 52796 2708860 SH SOLE 2708860 0 0 PULTE GROUP INC COM 745867101 137843 3196737 SH SOLE 3196737 0 0 RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 16072 1250715 SH SOLE 1250715 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 82079 2043279 SH SOLE 2043279 0 0 SUN CMNTYS INC COM 866674104 135532 891953 SH SOLE 891953 0 0 TS INNOVATION ACQUISITN CORP UNIT 99/99/9999 87284T209 5270 500000 SH SOLE 500000 0 0 UDR INC COM 902653104 74695 1943653 SH SOLE 1943653 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 129863 2184767 SH SOLE 2184767 0 0