Long Pond Capital, LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$2.0T
Holdings
30
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSGSMADISON SQUARE GARDEN CO NEW | 780,792 | $165.1B | 8.46% | |
| 2 | WHWYNDHAM HOTELS & RESORTS INC | 5,067,483 | $159.7B | 8.19% | |
| 3 | —APARTMENT INVT & MGMT CO | 3,520,204 | $123.7B | 6.34% | |
| 4 | HHYATT HOTELS CORP | 2,496,794 | $119.6B | 6.13% | |
| 5 | DHID R HORTON INC | 3,371,784 | $114.6B | 5.88% | |
| 6 | JBGSJBG SMITH PPTYS | 3,482,287 | $110.8B | 5.68% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 1,543,642 | $105.3B | 5.40% | |
| 8 | VNOVORNADO RLTY TR | 2,771,750 | $100.4B | 5.14% | |
| 9 | PEBPEBBLEBROOK HOTEL TR | 8,908,508 | $97.0B | 4.97% | |
| 10 | STAYUSDEXTENDED STAY AMER INC | 12,311,506 | $90.0B | 4.61% | |
| 11 | SBCSABRA HEALTH CARE REIT INC | 8,223,606 | $89.8B | 4.60% | |
| 12 | FRFIRST INDL RLTY TR INC | 2,278,419 | $75.7B | 3.88% | |
| 13 | HGVHILTON GRAND VACATIONS INC | 4,737,350 | $74.7B | 3.83% | |
| 14 | HPPHUDSON PAC PPTYS INC | 2,761,436 | $70.0B | 3.59% | |
| 15 | KRCKILROY RLTY CORP | 847,312 | $54.0B | 2.77% | |
| 16 | FORFORESTAR GROUP INC | 4,681,873 | $48.5B | 2.48% | |
| 17 | 6PMPARAMOUNT GROUP INC | 4,826,545 | $42.5B | 2.18% | |
| 18 | RHPRYMAN HOSPITALITY PPTYS INC | 1,183,879 | $42.4B | 2.18% | |
| 19 | MGMMGM RESORTS INTERNATIONAL | 3,486,800 | $41.1B | 2.11% | |
| 20 | AVBAVALONBAY CMNTYS INC | 225,375 | $33.2B | 1.70% | |
| 21 | VACMARRIOTT VACTINS WORLDWID CO | 574,100 | $31.9B | 1.64% | |
| 22 | FPHFIVE POINT HOLDINGS LLC | 6,286,780 | $31.9B | 1.63% | |
| 23 | RRRRED ROCK RESORTS INC | 3,219,355 | $27.5B | 1.41% | |
| 24 | JLLJONES LANG LASALLE INC | 250,267 | $25.3B | 1.30% | |
| 25 | CPTCAMDEN PPTY TR | 243,841 | $19.3B | 0.99% | |
| 26 | CUZCOUSINS PPTYS INC | 609,051 | $17.8B | 0.91% | |
| 27 | ESSESSEX PPTY TR INC | 80,480 | $17.7B | 0.91% | |
| 28 | MLCOMELCO RESORTS AND ENTMNT LTD | 1,000,000 | $12.4B | 0.64% | |
| 29 | MAAMID AMER APT CMNTYS INC | 45,000 | $4.6B | 0.24% | |
| 30 | PLYAPLAYA HOTELS & RESORTS NV | 2,344,296 | $4.1B | 0.21% |