0000902664-20-003052.txt : 20200814 0000902664-20-003052.hdr.sgml : 20200814 20200814143102 ACCESSION NUMBER: 0000902664-20-003052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201104093 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 06-30-2020 06-30-2020 false MKP Capital Management, L.L.C.

600 Lexington Avenue New York NY 10022

13F HOLDINGS REPORT 028-15312 N Thomas D. DeVita 212-303-7100 /s/ Thomas D. DeVita New York NY 08-14-2020 0 35 246829 INFORMATION TABLE 2 infotable.xml AKAMAI TECHNOLOGIES INC COM 00971T101 3518 32848 SH DFND 32848 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2264 13954 SH DFND 13954 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 3657 135970 SH DFND 135970 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1532 5925 SH DFND 5925 0 0 BOSTON PPTYS LTD Partnership COM 101121101 1851 20480 SH DFND 20480 0 0 BROADCOM INC COM 11135F101 3641 11538 SH DFND 11538 0 0 CENTURY CMNTYS INC COM 156504300 460 15000 SH DFND 15000 0 0 D R HORTON INC COM 23331A109 5015 90440 SH DFND 90440 0 0 DUKE REALTY CORP COM NEW 264411505 7038 198865 SH DFND 198865 0 0 ENPHASE ENERGY INC COM 29355A107 4177 87800 SH DFND 87800 0 0 EQUINIX INC COM 29444U700 2992 4261 SH DFND 4261 0 0 ESSENT GROUP LTD COM G3198U102 4800 132332 SH DFND 132332 0 0 HIGHWOODS PPTYS INC COM 431284108 1250 33500 SH DFND 33500 0 0 HUDSON PAC PPTYS INC COM 444097109 2129 84633 SH DFND 84633 0 0 INVITATION HOMES INC COM 46187W107 3961 143886 SH DFND 143886 0 0 KB HOME COM 48666K109 844 27500 SH DFND 27500 0 0 LENNAR CORP CL A 526057104 1386 22500 SH DFND 22500 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1976 9564 SH DFND 9564 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1786 50935 SH DFND 50935 0 0 MGIC INVT CORP WIS COM 552848103 6748 597177 SH DFND 597177 0 0 MICROSOFT CORP COM 594918104 10400 51102 SH DFND 51102 0 0 NMI HLDGS INC CL A 629209305 1573 97805 SH DFND 97805 0 0 PENNYMAC MTG INVT TR COM 70931T103 3506 200000 SH DFND 200000 0 0 PROLOGIS INC COM 74340W103 16671 178621 SH DFND 178621 0 0 PULTE GROUP INC COM 745867101 1361 40000 SH DFND 40000 0 0 RADIAN GROUP INC COM 750236101 2658 171365 SH DFND 171365 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1560 5235 SH DFND 5235 0 0 SHERWIN WILLIAMS CO COM 824348106 6810 11786 SH DFND 11786 0 0 STAG INDL INC COM 85254J102 1803 61500 SH DFND 61500 0 0 TARGET CORP COM 87612E106 1943 16200 SH DFND 16200 0 0 TOLL BROTHERS INC COM 889478103 1385 42500 SH DFND 42500 0 0 VULCAN MATLS CO COM 929160109 4374 37754 SH DFND 37754 0 0 BOEING CO COM 097023105 10796 58900 SH Put DFND 58900 0 0 FACEBOOK INC CL A 30303M102 13579 59800 SH Put DFND 59800 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 107385 750000 SH Call DFND 750000 0 0