0001315863-15-000697.txt : 20150814 0001315863-15-000697.hdr.sgml : 20150814 20150814160631 ACCESSION NUMBER: 0001315863-15-000697 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151055730 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 06-30-2015 06-30-2015 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 08-14-2015 0 33 2732246 false INFORMATION TABLE 2 longpondcap2q2015.inftab.xml LONG POND CAPITAL, LP - 13F REPORT 2ND QUARTER 2015 AMERICAN HOMES 4 RENTCL A02665T30623600014713240SHSOLE 1471324000AMERICAN RESIDENTIAL PPTYS ICOM02927E303291271574407SHSOLE 157440700APARTMENT INVT & MGMT COCL A03748R101721071952536SHSOLE 195253600BLACKSTONE MTG TR INCCOM CL A09257W1001555735592115SHSOLE 559211500BOYD GAMING CORPCOM103304101534543575536SHSOLE 357553600BRANDYWINE RLTY TRSH BEN INT NEW105368203232111747800SHSOLE 174780000CAMDEN PPTY TRSH BEN INT13313110255699749853SHSOLE 74985300D R HORTON INCCOM23331A109292071067500SHSOLE 106750000DDR CORPCOM23317H1024638300000SHSOLE 30000000FIDELITY NATIONAL FINANCIALFNFV GROUP COM31620R402198571291085SHSOLE 129108500FIRST POTOMAC RLTY TRCOM33610F109193351877155SHSOLE 187715500FOREST CITY ENTERPRISES INCCL A3455501071672417567462SHSOLE 756746200HYATT HOTELS CORPCOM CL A44857910238609681057SHSOLE 68105700ISHARES TRU.S. REAL ES ETF4642877395347507500000SHCallSOLE 750000000KANSAS CITY SOUTHERNCOM NEW485170302912001000000SHSOLE 100000000MACK CALI RLTY CORPCOM554489104661753590631SHSOLE 359063100MACYS INCCOM55616P10453788797218SHSOLE 79721800MCDONALDS CORPCOM58013510185183896000SHSOLE 89600000MELCO CROWN ENTMT LTDADR5854641008834450000SHSOLE 45000000MGM RESORTS INTERNATIONALCOM552953101438272401491SHSOLE 240149100NMI HLDGS INCCL A629209305233832915537SHSOLE 291553700PARAMOUNT GROUP INCCOM69924R1081558619082826SHSOLE 908282600PENNYMAC FINL SVCS INCCL A70932B10110707590875SHSOLE 59087500PIEDMONT OFFICE REALTY TR INCOM CL A720190206367712090460SHSOLE 209046000RETAIL PPTYS AMER INCCL A76131V20213721984967SHSOLE 98496700SILVER BAY RLTY TR CORPCOM82735Q102186091142354SHSOLE 114235400SPDR S&P 500 ETF TRTR UNIT78462F1032058501000000SHPutSOLE 100000000SPIRIT RLTY CAP INC NEWCOM84860W102158241636415SHSOLE 163641500STARWOOD HOTELS&RESORTS WRLDCOM85590A4011476951821377SHSOLE 182137700STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109723833046411SHSOLE 304641100STONEGATE MTG CORPCOM86181Q300252042502898SHSOLE 250289800TAUBMAN CTRS INCCOM8766641031847882658817SHSOLE 265881700WASHINGTON REAL ESTATE INVTSH BEN INT939653101336351296158SHSOLE 129615800