0001315863-15-000428.txt : 20150514 0001315863-15-000428.hdr.sgml : 20150514 20150514160840 ACCESSION NUMBER: 0001315863-15-000428 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 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: 15862909 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 03-31-2015 03-31-2015 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 05-14-2015 0 34 2163011 false INFORMATION TABLE 2 longpondcap1q15.inftab.xml LONG POND CAPITAL, LP 13F 1Q 15 AMERICAN HOMES 4 RENTCL A02665T30624350414713240SHSOLE 1471324000AMERICAN RESIDENTIAL PPTYS ICOM02927E303567123152427SHSOLE 315242700BLACKSTONE MTG TR INCCOM CL A09257W1001331764694271SHSOLE 469427100BOYD GAMING CORPCOM103304101507733575536SHSOLE 357553600CAESARS ENTMT CORPCOM127686103226322149273SHSOLE 214927300CAMDEN PPTY TRSH BEN INT13313110236844471568SHSOLE 47156800CITIZENS FINL GROUP INCCOM1746101051172134857574SHSOLE 485757400D R HORTON INCCOM23331A109409091436422SHSOLE 143642200EQUITY COMWLTHCOM SH BEN INT294628102368691388671SHSOLE 138867100FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R303579301575903SHSOLE 157590300FIDELITY NATIONAL FINANCIALFNFV GROUP COM31620R402202081433185SHSOLE 143318500FOREST CITY ENTERPRISES INCCL A345550107301061179713SHSOLE 117971300GRAMERCY PPTY TR INCCOM NEW38489R605507291807234SHSOLE 180723400MACERICH COCOM55438210167042795000SHCallSOLE 79500000MACK CALI RLTY CORPCOM554489104393542041199SHSOLE 204119900MACYS INCCOM55616P10447165726624SHSOLE 72662400MCDONALDS CORPCOM580135101974401000000SHCallSOLE 100000000MCDONALDS CORPCOM5801351011188771220000SHSOLE 122000000MGM RESORTS INTERNATIONALCOM552953101329221565498SHSOLE 156549800MOHAWK INDS INCCOM60819010446500250337SHSOLE 25033700NMI HLDGS INCCL A629209305218372915537SHSOLE 291553700PARAMOUNT GROUP INCCOM69924R108846554386266SHSOLE 438626600PARKWAY PPTYS INCCOM70159Q10426915500SHSOLE 1550000PENNYMAC FINL SVCS INCCL A70932B10110027590875SHSOLE 59087500PHH CORPCOM NEW693320202347691438522SHSOLE 143852200POST PPTYS INCCOM73746410733714592199SHSOLE 59219900SILVER BAY RLTY TR CORPCOM82735Q102224401388626SHSOLE 138862600SPIRIT RLTY CAP INC NEWCOM84860W1021141389448517SHSOLE 944851700STARWOOD HOTELS&RESORTS WRLDCOM85590A4012363712830791SHSOLE 283079100STARWOOD HOTELS&RESORTS WRLDCOM85590A40129225350000SHCallSOLE 35000000STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109771322983821SHSOLE 298382100STONEGATE MTG CORPCOM86181Q300270812502898SHSOLE 250289800SUMMIT MATLS INCCL A86614U1005538250000SHSOLE 25000000TAUBMAN CTRS INCCOM8766641031189101541685SHSOLE 154168500