0001315863-14-000619.txt : 20141113 0001315863-14-000619.hdr.sgml : 20141113 20141113160116 ACCESSION NUMBER: 0001315863-14-000619 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141113 DATE AS OF CHANGE: 20141113 EFFECTIVENESS DATE: 20141113 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: 141218344 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 false false 0001499066 XXXXXXXX 09-30-2014 09-30-2014 Long Pond Capital, LP

527 MADISON AVENUE 15TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-14852 N Anthony Famiglietti 212.351.1954 /s/ Anthony Famiglietti New York NY 11-13-2014 0 35 1452720 false INFORMATION TABLE 2 longpondcap3q14.inftab.xml LONG POND CAPITAL, LP 13F 3Q14 AMBAC FINL GROUP INCCOM NEW023139884143765000SHSOLE 6500000AMERICAN HOMES 4 RENTCL A02665T30618508010957972SHSOLE 1095797200AMERICAN RESIDENTIAL PPTYS ICOM02927E303541462952359SHSOLE 295235900APARTMENT INVT & MGMT COCL A03748R101547311720008SHSOLE 172000800BLACKSTONE MTG TR INCCOM CL A09257W1001247724604151SHSOLE 460415100BOYD GAMING CORPCOM103304101250832468848SHSOLE 246884800CAESARSTONE SDOT-YAM LTDORD SHSM2059810427390530000SHSOLE 53000000CBRE GROUP INCCL A12504L10922865768836SHSOLE 76883600CBS OUTDOOR AMERS INCCOM14987J106592751979800SHSOLE 197980000COLONY FINL INCCOM19624R106422981890000SHSOLE 189000000DIAMOND RESORTS INTL INCCOM25272T10415249670000SHSOLE 67000000ELLIE MAE INCCOM28849P10010001306766SHSOLE 30676600ESSENT GROUP LTDCOMG3198U1023901182200SHSOLE 18220000FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R303919003312900SHSOLE 331290000FOREST CITY ENTERPRISES INCCL A345550107803764109179SHSOLE 410917900HILTON WORLDWIDE HLDGS INCCOM43300A104985204000000SHSOLE 400000000HOME PROPERTIES INCCOM4373061036881118142SHSOLE 11814200ISTAR FINL INCCOM45031U101352842613600SHSOLE 261360000LA QUINTA HLDGS INCCOM50420D108425532240821SHSOLE 224082100MELCO CROWN ENTMT LTDADR5854641007387281000SHSOLE 28100000MGIC INVT CORP WISCOM552848103364484666786SHSOLE 466678600MGM RESORTS INTERNATIONALCOM55295310120860915706SHSOLE 91570600MOHAWK INDS INCCOM60819010458339432717SHSOLE 43271700NMI HLDGS INCCL A629209305125551451429SHSOLE 145142900OFFICE DEPOT INCCOM676220106129012510000SHSOLE 251000000PENN NATL GAMING INCCOM707569109135421208067SHSOLE 120806700PENNYMAC FINL SVCS INCCL A70932B1016886470000SHSOLE 47000000PHH CORPCOM NEW693320202328651469800SHSOLE 146980000REALOGY HLDGS CORPCOM75605Y10618600500000SHCallSOLE 00500000SILVER BAY RLTY TR CORPCOM82735Q10215799974626SHSOLE 97462600SPIRIT RLTY CAP INC NEWCOM84860W102779167102600SHSOLE 710260000STARWOOD HOTELS&RESORTS WRLDCOM85590A401842751012800SHSOLE 101280000STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109349281342862SHSOLE 134286200STONEGATE MTG CORPCOM86181Q300239441843262SHSOLE 184326200WYNDHAM WORLDWIDE CORPCOM98310W10813733169000SHSOLE 16900000