0001315863-15-000894.txt : 20151113 0001315863-15-000894.hdr.sgml : 20151113 20151113161337 ACCESSION NUMBER: 0001315863-15-000894 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151113 DATE AS OF CHANGE: 20151113 EFFECTIVENESS DATE: 20151113 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: 151229278 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 09-30-2015 09-30-2015 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 11-13-2015 0 35 2305163 false INFORMATION TABLE 2 longpondcap3rd2015.inftab.xml LONG POND CAPITAL, LP - 13F REPORT 3RD QUARTER 2015 AIR LEASE CORPCL A00912X30226368852773SHSOLE 85277300AMERICAN HOMES 4 RENTCL A02665T306183841143283SHSOLE 114328300APARTMENT INVT & MGMT COCL A03748R10112602340410SHSOLE 34041000BLACKSTONE MTG TR INCCOM CL A09257W1001646315999665SHSOLE 599966500BOSTON PROPERTIES INCCOM10112110136658309614SHSOLE 30961400BOYD GAMING CORPCOM103304101269851655493SHSOLE 165549300BRANDYWINE RLTY TRSH BEN INT NEW105368203363612951399SHSOLE 295139900DDR CORPCOM23317H102971366315717SHSOLE 631571700FIDELITY NATIONAL FINANCIALFNFV GROUP COM31620R402133741141085SHSOLE 114108500FIRST POTOMAC RLTY TRCOM33610F109200991827155SHSOLE 182715500FOREST CITY ENTERPRISES INCCL A34555010721881310869977SHSOLE 1086997700HILTON WORLDWIDE HLDGS INCCOM43300A1041024554466200SHSOLE 446620000HYATT HOTELS CORPCOM CL A448579102920191953691SHSOLE 195369100ISHARES TRU.S. REAL ES ETF4642877391419002000000SHCallSOLE 200000000KANSAS CITY SOUTHERNCOM NEW48517030258618645000SHSOLE 64500000KIMCO RLTY CORPCOM49446R10915635640001SHSOLE 64000100LASALLE HOTEL PPTYSCOM SH BEN INT517942108115840800SHSOLE 4080000MCDONALDS CORPCOM58013510190943923000SHSOLE 92300000AMERICAN RESIDENTIAL PPTYS ICOM02927E303289731677658SHSOLE 167765800NMI HLDGS INCCL A629209305256133370172SHSOLE 337017200PARAMOUNT GROUP INCCOM69924R10821878313022827SHSOLE 1302282700PENNYMAC FINL SVCS INCCL A70932B1019454590875SHSOLE 59087500PENNYMAC MTG INVT TRCOM70931T103402512601871SHSOLE 260187100POPULAR INCCOM NEW733174700600441986242SHSOLE 198624200RETAIL PPTYS AMER INCCL A76131V202146531039924SHSOLE 103992400SERITAGE GROWTH PPTYSCL A81752R100607021629596SHSOLE 162959600SL GREEN RLTY CORPCOM78440X10162452577400SHSOLE 57740000STARWOOD HOTELS&RESORTS WRLDCOM85590A4011153741735470SHSOLE 173547000STARWOOD HOTELS&RESORTS WRLDCOM85590A4016648100000SHCallSOLE 10000000STARWOOD WAYPOINT RESIDENTLCOM SHS85571W109745933130199SHSOLE 313019900STONEGATE MTG CORPCOM86181Q300178622512225SHSOLE 251222500TAUBMAN CTRS INCCOM8766641032594513755800SHSOLE 375580000VORNADO RLTY TRSH BEN INT92904210954373601340SHSOLE 60134000WEYERHAEUSER COCOM962166104643142352369SHSOLE 235236900WHIRLPOOL CORPCOM96332010617484118727SHSOLE 11872700