Long Pond Capital, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$2.9T
Holdings
38
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMHAMERICAN HOMES 4 RENT | 6,035,274 | $201.2B | 6.87% | |
| 2 | SUISUN CMNTYS INC | 1,243,241 | $186.5B | 6.37% | |
| 3 | CPTCAMDEN PPTY TR | 1,664,620 | $183.0B | 6.25% | |
| 4 | MSGSMADISON SQUARE GRDN SPRT COR | 947,133 | $170.0B | 5.80% | |
| 5 | WHWYNDHAM HOTELS & RESORTS INC | 2,425,701 | $169.3B | 5.78% | |
| 6 | FRFIRST INDL RLTY TR INC | 3,285,705 | $150.5B | 5.14% | |
| 7 | INVHINVITATION HOMES INC | 4,268,590 | $136.6B | 4.66% | |
| 8 | EQREQUITY RESIDENTIAL | 1,767,607 | $126.6B | 4.32% | |
| 9 | LVSLAS VEGAS SANDS CORP | 1,942,612 | $118.0B | 4.03% | |
| 10 | ELSEQUITY LIFESTYLE PPTYS INC | 1,793,444 | $114.1B | 3.90% | |
| 11 | FORFORESTAR GROUP INC | 4,681,873 | $109.0B | 3.72% | |
| 12 | GDSGDS HLDGS LTD | 1,284,391 | $104.2B | 3.56% | |
| 13 | FMXFOMENTO ECONOMICO MEXICANO S | 1,311,151 | $98.8B | 3.37% | |
| 14 | AVBAVALONBAY CMNTYS INC | 425,889 | $78.6B | 2.68% | |
| 15 | SRCUSDSPIRIT RLTY CAP INC NEW | 1,785,161 | $75.9B | 2.59% | |
| 16 | EXPEEXPEDIA GROUP INC | 429,707 | $74.0B | 2.53% | |
| 17 | STAYUSDEXTENDED STAY AMER INC | 3,499,442 | $69.1B | 2.36% | |
| 18 | HGVHILTON GRAND VACATIONS INC | 1,781,009 | $66.8B | 2.28% | |
| 19 | —QTS RLTY TR INC | 967,376 | $60.0B | 2.05% | |
| 20 | DONSPDR DOW JONES INDL AVERAGE | 175,435 | $57.9B | 1.98% | |
| 21 | JBGSJBG SMITH PPTYS | 1,669,029 | $53.1B | 1.81% | |
| 22 | NTSTNETSTREIT CORP | 2,708,860 | $50.1B | 1.71% | |
| 23 | NNNNATIONAL RETAIL PROPERTIES I | 1,131,453 | $49.9B | 1.70% | |
| 24 | MAAMID-AMER APT CMNTYS INC | 330,210 | $47.7B | 1.63% | |
| 25 | FPHFIVE POINT HOLDINGS LLC | 5,126,905 | $38.8B | 1.32% | |
| 26 | HLTHILTON WORLDWIDE HLDGS INC | 315,004 | $38.1B | 1.30% | |
| 27 | —CYRUSONE INC | 541,128 | $36.6B | 1.25% | |
| 28 | AIVAPARTMENT INVT & MGMT CO | 5,961,627 | $36.6B | 1.25% | |
| 29 | —SIMON PROPERTY GRP ACQ HOLDI | 3,415,498 | $34.3B | 1.17% | |
| 30 | MLCOMELCO RESORTS AND ENTMNT LTD | 1,655,722 | $33.0B | 1.13% | |
| 31 | PHMPULTE GROUP INC | 617,044 | $32.4B | 1.11% | |
| 32 | VNET21VIANET GROUP INC | 950,000 | $30.7B | 1.05% | |
| 33 | VICIVICI PPTYS INC | 950,000 | $26.8B | 0.92% | |
| 34 | —FIFTH WALL ACQUISITION CORP | 2,259,999 | $22.6B | 0.77% | |
| 35 | —RXR ACQUISITION CORP | 2,000,000 | $19.7B | 0.67% | |
| 36 | —TISHMAN SPEYER INNOVATION CO | 1,300,000 | $13.0B | 0.44% | |
| 37 | —BOWX ACQUISITION CORP | 862,917 | $10.1B | 0.34% | |
| 38 | —CBRE ACQUISITION HLDGS INC | 500,000 | $5.0B | 0.17% |