0001172661-23-002092.txt : 20230515 0001172661-23-002092.hdr.sgml : 20230515 20230512173603 ACCESSION NUMBER: 0001172661-23-002092 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230515 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: 23917297 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 03-31-2023 03-31-2023 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 05-12-2023 0 39 1862806467 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 90049779 2863268 SH SOLE 2863268 0 0 APARTMENT INCOME REIT CORP COM 03750L109 17993988 502485 SH SOLE 502485 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 40295408 5239975 SH SOLE 5239975 0 0 AVALONBAY CMNTYS INC COM 053484101 117984674 702039 SH SOLE 702039 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 14109523 655647 SH SOLE 655647 0 0 CAMDEN PPTY TR SH BEN INT 133131102 147203118 1404074 SH SOLE 1404074 0 0 CBRE GROUP INC CL A 12504L109 70045477 962031 SH SOLE 962031 0 0 D R HORTON INC COM 23331A109 58433567 598153 SH SOLE 598153 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 4327323 532266 SH SOLE 532266 0 0 DOUGLAS EMMETT INC COM 25960P109 386299 31330 SH SOLE 31330 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 73299180 1221653 SH SOLE 1221653 0 0 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 44848361 1804763 SH SOLE 1804763 0 0 FIRST INDL RLTY TR INC COM 32054K103 36010495 676889 SH SOLE 676889 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 6805397 2883643 SH SOLE 2883643 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 54260775 570026 SH SOLE 570026 0 0 FORESTAR GROUP INC COM 346232101 72849944 4681873 SH SOLE 4681873 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 116893011 5320574 SH SOLE 5320574 0 0 HILTON GRAND VACATIONS INC COM 43283X105 14987083 337319 SH SOLE 337319 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 77529031 4836496 SH SOLE 4836496 0 0 INVENTRUST PPTYS CORP COM NEW 46124J201 6892142 294536 SH SOLE 294536 0 0 JBG SMITH PPTYS COM 46590V100 128965617 8563454 SH SOLE 8563454 0 0 JONES LANG LASALLE INC COM 48020Q107 2251603 15476 SH SOLE 15476 0 0 LIFE STORAGE INC COM 53223X107 14490295 110537 SH SOLE 110537 0 0 LXP INDUSTRIAL TRUST COM 529043101 90350169 8763353 SH SOLE 8763353 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 19226434 98673 SH SOLE 98673 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 53358573 395659 SH SOLE 395659 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 22952992 1803063 SH SOLE 1803063 0 0 MERITAGE HOMES CORP COM 59001A102 10825287 92714 SH SOLE 92714 0 0 MID-AMER APT CMNTYS INC COM 59522J103 99428122 658290 SH SOLE 658290 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 2024000 1150000 SH SOLE 1150000 0 0 PARAMOUNT GROUP INC COM 69924R108 7785311 1707305 SH SOLE 1707305 0 0 RETAIL OPPORTUNITY INVTS COR COM 76131N101 7229744 517890 SH SOLE 517890 0 0 RLJ LODGING TR COM 74965L101 7777220 733700 SH SOLE 733700 0 0 SAFEHOLD INC COM 78646V107 95727374 3259359 SH SOLE 3259359 0 0 SMARTRENT INC COM CL A 83193G107 969000 380000 SH SOLE 380000 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 137945363 3462484 SH SOLE 3462484 0 0 STAG INDL INC COM 85254J102 44907515 1327839 SH SOLE 1327839 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 8893897 900192 SH SOLE 900192 0 0 VERIS RESIDENTIAL INC COM 554489104 42493376 2902553 SH SOLE 2902553 0 0