0001172661-24-002315.txt : 20240515 0001172661-24-002315.hdr.sgml : 20240515 20240514173610 ACCESSION NUMBER: 0001172661-24-002315 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Long Pond Capital, LP CENTRAL INDEX KEY: 0001499066 ORGANIZATION NAME: 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: 24946033 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 03-31-2024 03-31-2024 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 05-14-2024 0 35 1747144715 INFORMATION TABLE 2 infotable.xml AGREE RLTY CORP COM 008492100 163856717 2868640 SH SOLE 2868640 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 106205726 4261867 SH SOLE 4261867 0 0 APARTMENT INCOME REIT CORP COM 03750L109 65823541 2027211 SH SOLE 2027211 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 30533188 3728106 SH SOLE 3728106 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 1195458 27331 SH SOLE 27331 0 0 CAMDEN PPTY TR SH BEN INT 133131102 159053957 1616402 SH SOLE 1616402 0 0 COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 13673863 565737 SH SOLE 565737 0 0 D R HORTON INC COM 23331A109 108563673 659761 SH SOLE 659761 0 0 ESSEX PPTY TR INC COM 297178105 8384743 34250 SH SOLE 34250 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 6127200 60000 SH SOLE 60000 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 7460922 2383681 SH SOLE 2383681 0 0 HILTON GRAND VACATIONS INC COM 43283X105 17830839 377692 SH SOLE 377692 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 167985611 10414483 SH SOLE 10414483 0 0 JBG SMITH PPTYS COM 46590V100 111954384 6975351 SH SOLE 6975351 0 0 JONES LANG LASALLE INC COM 48020Q107 4096890 21000 SH SOLE 21000 0 0 LXP INDUSTRIAL TRUST COM 529043101 67176567 7447513 SH SOLE 7447513 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 15291519 141943 SH SOLE 141943 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 9400000 2000000 SH Put SOLE 2000000 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 5761662 799121 SH SOLE 799121 0 0 MERITAGE HOMES CORP COM 59001A102 32302537 184102 SH SOLE 184102 0 0 MID-AMER APT CMNTYS INC COM 59522J103 13079578 99404 SH SOLE 99404 0 0 NET LEASE OFFICE PROPERTIES COM 64110Y108 20506104 861601 SH SOLE 861601 0 0 NETSTREIT CORP COM 64119V303 109621818 5967437 SH SOLE 5967437 0 0 NNN REIT INC COM 637417106 113024947 2644477 SH SOLE 2644477 0 0 PARAMOUNT GROUP INC COM 69924R108 15203695 3241726 SH SOLE 3241726 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 33687712 3472960 SH SOLE 3472960 0 0 REXFORD INDL RLTY INC COM 76169C100 51819815 1030215 SH SOLE 1030215 0 0 RITHM CAPITAL CORP COM NEW 64828T201 53025133 4751356 SH SOLE 4751356 0 0 SAFEHOLD INC COM 78646V107 47728511 2316918 SH SOLE 2316918 0 0 SITE CTRS CORP COM 82981J109 84885382 5794224 SH SOLE 5794224 0 0 SMARTRENT INC COM CL A 83193G107 10709135 3995946 SH SOLE 3995946 0 0 SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107 12388226 417112 SH SOLE 417112 0 0 TPG RE FIN TR INC COM 87266M107 16637820 2155158 SH SOLE 2155158 0 0 TRAVEL PLUS LEISURE CO COM 894164102 20903031 426941 SH SOLE 426941 0 0 VESTA REAL ESTATE CORP ADS 92540K109 41244811 1051091 SH SOLE 1051091 0 0