0001172661-23-000809.txt : 20230214 0001172661-23-000809.hdr.sgml : 20230214 20230213173147 ACCESSION NUMBER: 0001172661-23-000809 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230214 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: 23620254 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 X0202 13F-HR LIVE false true false 0001499066 XXXXXXXX 12-31-2022 12-31-2022 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 000161168 801-74122 N Daniel E. Karp 212-351-1953 /s/ Daniel E. Karp New York NY 02-13-2023 0 38 1634360371 INFORMATION TABLE 2 infotable.xml AGNC INVT CORP COM 00123Q104 2697210 260600 SH SOLE 260600 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 34979309 1160561 SH SOLE 1160561 0 0 APARTMENT INCOME REIT CORP COM 03750L109 29846578 869909 SH SOLE 869909 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 41369806 5810366 SH SOLE 5810366 0 0 AVALONBAY CMNTYS INC COM 053484101 124018932 767824 SH SOLE 767824 0 0 BROADSTONE NET LEASE INC COM 11135E203 11934126 736220 SH SOLE 736220 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 21777732 759600 SH SOLE 759600 0 0 CAMDEN PPTY TR SH BEN INT 133131102 106093566 948280 SH SOLE 948280 0 0 D R HORTON INC COM 23331A109 54053426 606388 SH SOLE 606388 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 63361457 1073923 SH SOLE 1073923 0 0 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 18301038 779763 SH SOLE 779763 0 0 FIRST INDL RLTY TR INC COM 32054K103 32666663 676889 SH SOLE 676889 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 7286830 3127395 SH SOLE 3127395 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 51237502 655882 SH SOLE 655882 0 0 FORESTAR GROUP INC COM 346232101 72147663 4681873 SH SOLE 4681873 0 0 HILTON GRAND VACATIONS INC COM 43283X105 17685890 458897 SH SOLE 458897 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 22113000 175000 SH SOLE 175000 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 88304823 5237534 SH SOLE 5237534 0 0 JBG SMITH PPTYS COM 46590V100 161761150 8522716 SH SOLE 8522716 0 0 KILROY RLTY CORP COM 49427F108 47878990 1238143 SH SOLE 1238143 0 0 LIFE STORAGE INC COM 53223X107 69057956 701096 SH SOLE 701096 0 0 LXP INDUSTRIAL TRUST COM 529043101 83330258 8316393 SH SOLE 8316393 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 41005971 223673 SH SOLE 223673 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 44651713 331761 SH SOLE 331761 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 25450225 2213063 SH SOLE 2213063 0 0 MERITAGE HOMES CORP COM 59001A102 23751919 257613 SH SOLE 257613 0 0 PROLOGIS INC. COM 74340W103 11273000 100000 SH SOLE 100000 0 0 RLJ LODGING TR COM 74965L101 6225162 587834 SH SOLE 587834 0 0 SAFEHOLD INC COM 78645L100 26145028 913523 SH SOLE 913523 0 0 SHERWIN WILLIAMS CO COM 824348106 22047957 92900 SH SOLE 92900 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 18063367 776919 SH SOLE 776919 0 0 SMARTRENT INC COM CL A 83193G107 3676004 1512759 SH SOLE 1512759 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 92295280 2311427 SH SOLE 2311427 0 0 STAG INDL INC COM 85254J102 48757050 1509039 SH SOLE 1509039 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 9080970 940059 SH SOLE 940059 0 0 TRAVEL PLUS LEISURE CO COM 894164102 16359106 449426 SH SOLE 449426 0 0 U HAUL HOLDING COMPANY COM 023586100 10241208 170148 SH SOLE 170148 0 0 UDR INC COM 902653104 73432506 1896011 SH SOLE 1896011 0 0