0001172661-21-001687.txt : 20210813 0001172661-21-001687.hdr.sgml : 20210813 20210813170117 ACCESSION NUMBER: 0001172661-21-001687 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211173180 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 06-30-2021 06-30-2021 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 08-13-2021 0 38 2650196 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 103240 2657396 SH SOLE 2657396 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 58563 8727694 SH SOLE 8727694 0 0 AVALONBAY CMNTYS INC COM 053484101 8348 40000 SH SOLE 40000 0 0 BALLYS CORPORATION COM 05875B106 115773 2139594 SH SOLE 2139594 0 0 BOOKING HOLDINGS INC COM 09857L108 98580 45053 SH SOLE 45053 0 0 BOWX ACQUISITION CORP CL A 103085106 15425 1341306 SH SOLE 1341306 0 0 CAMDEN PPTY TR SH BEN INT 133131102 115240 868620 SH SOLE 868620 0 0 CBRE ACQUISITION HLDGS INC UNIT 99/99/9999 12510J205 4980 500000 SH SOLE 500000 0 0 COMPASS INC CL A 20464U100 3285 250000 SH SOLE 250000 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 101163 1361362 SH SOLE 1361362 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 150984 1960832 SH SOLE 1960832 0 0 EXPEDIA GROUP INC COM NEW 30212P303 133591 816023 SH SOLE 816023 0 0 EXPEDIA GROUP INC COM NEW 30212P303 31923 195000 SH Call SOLE 195000 0 0 FIFTH WALL ACQUISITION CORP COM CL A 316790104 29306 2379707 SH SOLE 2379707 0 0 FIFTH WALL ACQUISITN CORP II CLASS A ORD SHS G34142102 14925 1500000 SH SOLE 1500000 0 0 FIRST INDL RLTY TR INC COM 32054K103 53684 1027830 SH SOLE 1027830 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 36552 4523774 SH SOLE 4523774 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 121848 1441820 SH SOLE 1441820 0 0 FORESTAR GROUP INC COM 346232101 97898 4681873 SH SOLE 4681873 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 12972 280000 SH SOLE 280000 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 69392 884093 SH SOLE 884093 0 0 HILTON GRAND VACATIONS INC COM 43283X105 45949 1110148 SH SOLE 1110148 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 51867 430004 SH SOLE 430004 0 0 INVITATION HOMES INC COM 46187W107 77812 2086681 SH SOLE 2086681 0 0 JBG SMITH PPTYS COM 46590V100 15081 478604 SH SOLE 478604 0 0 KILROY RLTY CORP COM 49427F108 44983 645941 SH SOLE 645941 0 0 LAS VEGAS SANDS CORP COM 517834107 185732 3525000 SH Call SOLE 3525000 0 0 LAS VEGAS SANDS CORP COM 517834107 183360 3479972 SH SOLE 3479972 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 156610 907513 SH SOLE 907513 0 0 MASTERCARD INCORPORATED CL A 57636Q104 34643 95000 SH Call SOLE 95000 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 79809 4816457 SH SOLE 4816457 0 0 NETSTREIT CORP COM 64119V303 83220 3608860 SH SOLE 3608860 0 0 RXR ACQUISITION CORP UNIT 01/01/2025 74981W206 19940 2000000 SH SOLE 2000000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 34260 107500 SH SOLE 107500 0 0 SIMON PROPERTY GRP ACQ HOLDI UNIT 99/99/9999 82880R202 34394 3415498 SH SOLE 3415498 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 50649 146830 SH SOLE 146830 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 124022 2592426 SH SOLE 2592426 0 0 STAG INDL INC COM 85254J102 50193 1340974 SH SOLE 1340974 0 0