0000902664-21-003858.txt : 20210816 0000902664-21-003858.hdr.sgml : 20210816 20210816074210 ACCESSION NUMBER: 0000902664-21-003858 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211174563 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 06-30-2021 06-30-2021 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 08-16-2021 0 43 927998 INFORMATION TABLE 2 infotable.xml ARCH CAP GROUP LTD ORD G0450A105 4026 103400 SH DFND 103400 0 0 BOEING CO COM 097023105 4308 17981 SH DFND 17981 0 0 BURLINGTON STORES INC COM 122017106 8372 26000 SH DFND 26000 0 0 CARTERS INC COM 146229109 6197 60070 SH DFND 60070 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 3845 88872 SH DFND 88872 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 46576 864603 SH DFND 864603 0 0 ESSENT GROUP LTD COM G3198U102 3959 88081 SH DFND 88081 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 398946 10873420 SH DFND 10873420 0 0 HUNTSMAN CORP COM 447011107 7048 265763 SH DFND 265763 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 47104 460000 SH DFND 460000 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 13673 188000 SH DFND 188000 0 0 ISHARES TR US HOME CONS ETF 464288752 25611 370000 SH DFND 370000 0 0 JPMORGAN CHASE & CO COM 46625H100 7606 48900 SH DFND 48900 0 0 LOUISIANA PAC CORP COM 546347105 5260 87250 SH DFND 87250 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13547 131691 SH DFND 131691 0 0 MARRIOTT INTL INC NEW CL A 571903202 4356 31906 SH DFND 31906 0 0 MARTIN MARIETTA MATLS INC COM 573284106 14372 40853 SH DFND 40853 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 27985 340000 SH DFND 340000 0 0 MGIC INVT CORP WIS COM 552848103 4230 311048 SH DFND 311048 0 0 NMI HLDGS INC CL A 629209305 2455 109206 SH DFND 109206 0 0 PPG INDS INC COM 693506107 13411 78993 SH DFND 78993 0 0 PRUDENTIAL FINL INC COM 744320102 11783 114985 SH DFND 114985 0 0 RADIAN GROUP INC COM 750236101 4081 183431 SH DFND 183431 0 0 REALOGY HLDGS CORP COM 75605Y106 555 30480 SH DFND 30480 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 11399 564870 SH DFND 564870 0 0 ROSS STORES INC COM 778296103 11532 93000 SH DFND 93000 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 4155 48724 SH DFND 48724 0 0 SL GREEN RLTY CORP COM 78440X804 7464 93300 SH DFND 93300 0 0 SYSCO CORP COM 871829107 4476 57564 SH DFND 57564 0 0 TJX COS INC NEW COM 872540109 13012 193000 SH DFND 193000 0 0 UNITED RENTALS INC COM 911363109 15622 48969 SH DFND 48969 0 0 US FOODS HLDG CORP COM 912008109 2221 57906 SH DFND 57906 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 29054 459500 SH DFND 459500 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 14012 64000 SH DFND 64000 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 6687 25500 SH DFND 25500 0 0 VORNADO RLTY TR SH BEN INT 929042109 6800 145700 SH DFND 145700 0 0 VULCAN MATLS CO COM 929160109 14527 83453 SH DFND 83453 0 0 DISNEY WALT CO COM 254687106 4577 26038 SH DFND 26038 0 0 BERKLEY W R CORP COM 084423102 6628 89053 SH DFND 89053 0 0 COMPASS INC CL A 20464U100 1426 108500 SH Put DFND 108500 0 0 ISHARES TR U.S. REAL ES ETF 464287739 29563 290000 SH Put DFND 290000 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 10467 150000 SH Call DFND 150000 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 55070 210000 SH Call DFND 210000 0 0