Long Pond Capital, LP Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$2.9T
Holdings
37
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DHID R HORTON INC | 12,339,713 | $510.6B | 17.80% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 2,763,291 | $229.7B | 8.00% | |
| 3 | HPPHUDSON PAC PPTYS INC | 6,249,674 | $215.1B | 7.50% | |
| 4 | VNOVORNADO RLTY TR | 2,763,566 | $186.4B | 6.50% | |
| 5 | HGVHILTON GRAND VACATIONS INC | 5,867,092 | $181.0B | 6.31% | |
| 6 | HHYATT HOTELS CORP | 2,486,840 | $180.5B | 6.29% | |
| 7 | OCOWENS CORNING NEW | 3,208,385 | $151.2B | 5.27% | |
| 8 | WHWYNDHAM HOTELS & RESORTS INC | 2,938,063 | $146.9B | 5.12% | |
| 9 | LENLENNAR CORP | 2,327,633 | $114.3B | 3.98% | |
| 10 | LOWLOWES COS INC | 841,548 | $92.1B | 3.21% | |
| 11 | 6PMPARAMOUNT GROUP INC | 6,278,285 | $89.1B | 3.11% | |
| 12 | JBGSJBG SMITH PPTYS | 1,974,417 | $81.6B | 2.85% | |
| 13 | AMHAMERICAN HOMES 4 RENT | 3,281,847 | $74.6B | 2.60% | |
| 14 | FORFORESTAR GROUP INC | 3,873,873 | $67.0B | 2.33% | |
| 15 | CCSCENTURY CMNTYS INC | 2,432,176 | $58.3B | 2.03% | |
| 16 | SLG2EURSL GREEN RLTY CORP | 546,211 | $49.1B | 1.71% | |
| 17 | EXPEAGLE MATERIALS INC | 539,935 | $45.5B | 1.59% | |
| 18 | —BELMOND LTD | 1,788,467 | $44.6B | 1.55% | |
| 19 | FPHFIVE POINT HOLDINGS LLC | 5,661,780 | $40.8B | 1.42% | |
| 20 | —LYON WILLIAM HOMES | 2,397,026 | $36.8B | 1.28% | |
| 21 | MGMMGM RESORTS INTERNATIONAL | 1,409,400 | $36.2B | 1.26% | |
| 22 | DRHDIAMONDROCK HOSPITALITY CO | 2,863,443 | $31.0B | 1.08% | |
| 23 | COLDAMERICOLD RLTY TR | 1,000,000 | $30.5B | 1.06% | |
| 24 | STAYUSDEXTENDED STAY AMER INC | 1,558,713 | $28.0B | 0.98% | |
| 25 | WYNNWYNN RESORTS LTD | 223,415 | $26.7B | 0.93% | |
| 26 | PFSIPENNYMAC FINL SVCS INC | 757,000 | $16.8B | 0.59% | |
| 27 | KBHKB HOME | 566,680 | $13.7B | 0.48% | |
| 28 | CWKCUSHMAN WAKEFIELD PLC | 750,000 | $13.3B | 0.47% | |
| 29 | SRCUSDSPIRIT RLTY CAP INC NEW | 321,614 | $12.8B | 0.45% | |
| 30 | CZREURCAESARS ENTMT CORP | 1,463,154 | $12.7B | 0.44% | |
| 31 | PLYAPLAYA HOTELS & RESORTS NV | 1,405,596 | $10.7B | 0.37% | |
| 32 | CVCOCAVCO INDS INC DEL | 85,623 | $10.1B | 0.35% | |
| 33 | VREMACK CALI RLTY CORP | 449,751 | $10.0B | 0.35% | |
| 34 | EPRTESSENTIAL PPTYS RLTY TR INC | 461,500 | $9.0B | 0.31% | |
| 35 | EQREQUITY RESIDENTIAL | 97,395 | $7.3B | 0.26% | |
| 36 | TOLTOLL BROTHERS INC | 125,779 | $4.6B | 0.16% | |
| 37 | MAAMID AMER APT CMNTYS INC | 6,003 | $656.0M | 0.02% |