0001172661-22-002449.txt : 20221114 0001172661-22-002449.hdr.sgml : 20221114 20221114113814 ACCESSION NUMBER: 0001172661-22-002449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382388 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 09-30-2022 09-30-2022 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 11-14-2022 0 33 1708170 INFORMATION TABLE 2 infotable.xml ACADIA RLTY TR COM SH BEN INT 004239109 5768 457016 SH SOLE 457016 0 0 APARTMENT INCOME REIT CORP COM 03750L109 62679 1622956 SH SOLE 1622956 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 78545 10759559 SH SOLE 10759559 0 0 AVALONBAY CMNTYS INC COM 053484101 39745 215782 SH SOLE 215782 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 7038 218164 SH SOLE 218164 0 0 CAMDEN PPTY TR SH BEN INT 133131102 45486 380793 SH SOLE 380793 0 0 D R HORTON INC COM 23331A109 109904 1631837 SH SOLE 1631837 0 0 EXPEDIA GROUP INC COM NEW 30212P303 46773 499234 SH SOLE 499234 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 1289 14299 SH SOLE 14299 0 0 FIRST INDL RLTY TR INC COM 32054K103 13910 310411 SH SOLE 310411 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 11771 4527395 SH SOLE 4527395 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 19735 314500 SH SOLE 314500 0 0 FORESTAR GROUP INC COM 346232101 52390 4681873 SH SOLE 4681873 0 0 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 1895 175913 SH SOLE 175913 0 0 HILTON GRAND VACATIONS INC COM 43283X105 25850 785945 SH SOLE 785945 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 42820 355000 SH SOLE 355000 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 171324 10240518 SH SOLE 10240518 0 0 JBG SMITH PPTYS COM 46590V100 160182 8621200 SH SOLE 8621200 0 0 KILROY RLTY CORP COM 49427F108 105008 2493651 SH SOLE 2493651 0 0 LAS VEGAS SANDS CORP COM 517834107 33299 887500 SH SOLE 887500 0 0 LAS VEGAS SANDS CORP COM 517834107 28140 750000 SH Call SOLE 750000 0 0 LXP INDUSTRIAL TRUST COM 529043101 95611 10437865 SH SOLE 10437865 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 40387 295527 SH SOLE 295527 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 58903 483367 SH SOLE 483367 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 71804 10830196 SH SOLE 10830196 0 0 RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 38118 4046547 SH SOLE 4046547 0 0 RED ROCK RESORTS INC CL A 75700L108 25039 730843 SH SOLE 730843 0 0 SAFEHOLD INC COM 78645L100 45675 1726191 SH SOLE 1726191 0 0 SHERWIN WILLIAMS CO COM 824348106 31736 155000 SH SOLE 155000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 83488 4716813 SH SOLE 4716813 0 0 SMARTRENT INC COM CL A 83193G107 27021 11903445 SH SOLE 11903445 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 53732 1485950 SH SOLE 1485950 0 0 STAG INDL INC COM 85254J102 73105 2571388 SH SOLE 2571388 0 0