Long Pond Capital, LP Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$2.8T
Holdings
26
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DHID R HORTON INC | 16,241,440 | $648.5B | 23.39% | Call |
| 2 | SLG2EURSL GREEN RLTY CORP | 2,740,082 | $277.6B | 10.01% | |
| 3 | —APARTMENT INVT & MGMT CO | 5,928,827 | $260.0B | 9.38% | |
| 4 | 6PMPARAMOUNT GROUP INC | 14,606,205 | $233.7B | 8.43% | |
| 5 | HHYATT HOTELS CORP | 3,035,548 | $187.6B | 6.77% | |
| 6 | —RETAIL PPTYS AMER INC | 11,809,601 | $155.1B | 5.59% | |
| 7 | —TAUBMAN CTRS INC | 3,028,855 | $150.5B | 5.43% | |
| 8 | —SPIRIT RLTY CAP INC NEW | 14,989,473 | $128.5B | 4.63% | |
| 9 | MACMACERICH CO | 1,782,192 | $98.0B | 3.53% | |
| 10 | —NEW YORK REIT INC | 11,225,919 | $88.1B | 3.18% | |
| 11 | WFCWELLS FARGO CO NEW | 1,400,000 | $77.2B | 2.78% | Call |
| 12 | MSGSMADISON SQUARE GARDEN CO NEW | 315,268 | $67.5B | 2.43% | |
| 13 | EQREQUITY RESIDENTIAL | 995,780 | $65.7B | 2.37% | |
| 14 | VNOVORNADO RLTY TR | 837,150 | $64.4B | 2.32% | |
| 15 | KRCKILROY RLTY CORP | 816,965 | $58.1B | 2.10% | |
| 16 | BXPBOSTON PROPERTIES INC | 398,659 | $49.0B | 1.77% | |
| 17 | FORFORESTAR GROUP INC | 2,054,736 | $32.2B | 1.16% | |
| 18 | HLTHILTON WORLDWIDE HLDGS INC | 343,300 | $23.8B | 0.86% | |
| 19 | ARCPEURVEREIT INC | 2,769,550 | $23.0B | 0.83% | |
| 20 | —LA QUINTA HLDGS INC | 1,159,672 | $20.3B | 0.73% | |
| 21 | JBGSJBG SMITH PPTYS | 498,121 | $17.0B | 0.61% | |
| 22 | BRK-BQUALITY CARE PPTYS INC | 1,079,713 | $16.7B | 0.60% | |
| 23 | —ATHENE HLDG LTD | 300,000 | $16.2B | 0.58% | |
| 24 | CLGXCORELOGIC INC | 227,156 | $10.5B | 0.38% | |
| 25 | —COLUMBIA PPTY TR INC | 102,996 | $2.2B | 0.08% | |
| 26 | FORFORESTAR GROUP INC | 75,000 | $1.2B | 0.04% |