0000902664-20-001088.txt : 20200214
0000902664-20-001088.hdr.sgml : 20200214
20200214082005
ACCESSION NUMBER: 0000902664-20-001088
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MKP Capital Management, L.L.C.
CENTRAL INDEX KEY: 0001534949
IRS NUMBER: 133849932
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15312
FILM NUMBER: 20614094
BUSINESS ADDRESS:
STREET 1: 600 LEXINGTON AVENUE
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212 303-7100
MAIL ADDRESS:
STREET 1: 600 LEXINGTON AVENUE
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001534949
XXXXXXXX
12-31-2019
12-31-2019
false
MKP Capital Management, L.L.C.
600 Lexington Avenue
New York
NY
10022
13F HOLDINGS REPORT
028-15312
N
Thomas D. DeVita
Chief Financial Officer
212-303-7100
/s/ Thomas D. DeVita
New York
NY
02-14-2020
0
51
819291
INFORMATION TABLE
2
infotable.xml
ALLERGAN PLC
SHS
G0177J108
1721
9000
SH
DFND
9000
0
0
ALLERGAN PLC
SHS
G0177J108
2638
13800
SH
Put
DFND
13800
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
9903
1165000
SH
DFND
1165000
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
1844
43000
SH
DFND
43000
0
0
BAUSCH HEALTH COS INC
COM
071734107
359
12000
SH
Put
DFND
12000
0
0
BMC STK HLDGS INC
COM
05591B109
459
16000
SH
DFND
16000
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
1525
60000
SH
DFND
60000
0
0
CALIFORNIA RES CORP
COM NEW
13057Q206
1355
150000
SH
Put
DFND
150000
0
0
CAMDEN PPTY TR
SH BEN INT
133131102
17135
161500
SH
DFND
161500
0
0
CENTURY CMNTYS INC
COM
156504300
2247
82174
SH
DFND
82174
0
0
D R HORTON INC
COM
23331A109
18551
351679
SH
DFND
351679
0
0
ESSENT GROUP LTD
COM
G3198U102
1924
37000
SH
DFND
37000
0
0
FORD MTR CO DEL
COM
345370860
17452
1876600
SH
Put
DFND
1876600
0
0
GENERAL ELECTRIC CO
COM
369604103
10481
939200
SH
Put
DFND
939200
0
0
HOME DEPOT INC
COM
437076102
1638
7500
SH
DFND
7500
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
7229
34000
SH
Call
DFND
34000
0
0
INVITATION HOMES INC
COM
46187W107
1588
53000
SH
DFND
53000
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
54847
623688
SH
DFND
623688
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
4599
35941
SH
DFND
35941
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
222555
4960000
SH
DFND
4960000
0
0
ISHARES TR
US HOME CONS ETF
464288752
4160
93650
SH
DFND
93650
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
3632
41300
SH
Put
DFND
41300
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
12955
78200
SH
Call
DFND
78200
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
4970
30000
SH
Put
DFND
30000
0
0
KB HOME
COM
48666K109
13547
395297
SH
DFND
395297
0
0
KB HOME
COM
48666K109
343
10000
SH
Put
DFND
10000
0
0
LENNAR CORP
CL A
526057104
10276
184196
SH
DFND
184196
0
0
LGI HOMES INC
COM
50187T106
1421
20120
SH
DFND
20120
0
0
LYON WILLIAM HOMES
CL A NEW
552074700
2199
110067
SH
DFND
110067
0
0
M D C HLDGS INC
COM
552676108
6843
179331
SH
DFND
179331
0
0
MASCO CORP
COM
574599106
6704
139690
SH
DFND
139690
0
0
MERITAGE HOMES CORP
COM
59001A102
7823
128016
SH
DFND
128016
0
0
MGIC INVT CORP WIS
COM
552848103
1913
135000
SH
DFND
135000
0
0
MID AMER APT CMNTYS INC
COM
59522J103
22258
168800
SH
DFND
168800
0
0
NMI HLDGS INC
CL A
629209305
995
30000
SH
DFND
30000
0
0
OWENS CORNING NEW
COM
690742101
456
7000
SH
DFND
7000
0
0
PENNEY J C CORP INC
COM
708160106
417
372400
SH
Put
DFND
372400
0
0
PULTE GROUP INC
COM
745867101
13848
356896
SH
DFND
356896
0
0
RADIAN GROUP INC
COM
750236101
1635
65000
SH
DFND
65000
0
0
REALOGY HLDGS CORP
COM
75605Y106
2960
305753
SH
DFND
305753
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
15010
250000
SH
DFND
250000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
6004
100000
SH
Call
DFND
100000
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
9087
61000
SH
DFND
61000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
250729
779000
SH
DFND
779000
0
0
SPDR SERIES TRUST
S&P HOMEBUILD
78464A888
3345
73500
SH
DFND
73500
0
0
SPDR SERIES TRUST
S&P REGL BKG
78464A698
2825
48500
SH
Call
DFND
48500
0
0
TAYLOR MORRISON HOME CORP
COM
87724P106
5971
273146
SH
DFND
273146
0
0
TESLA INC
COM
88160R101
14642
35000
SH
Put
DFND
35000
0
0
TOLL BROTHERS INC
COM
889478103
8674
219549
SH
DFND
219549
0
0
TRI POINTE GROUP INC
COM
87265H109
2715
174279
SH
DFND
174279
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
884
15000
SH
Call
DFND
15000
0
0