0001172661-16-003733.txt : 20160812 0001172661-16-003733.hdr.sgml : 20160812 20160812160643 ACCESSION NUMBER: 0001172661-16-003733 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160812 DATE AS OF CHANGE: 20160812 EFFECTIVENESS DATE: 20160812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Long Pond Capital, LP CENTRAL INDEX KEY: 0001499066 IRS NUMBER: 273090149 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14852 FILM NUMBER: 161828265 BUSINESS ADDRESS: STREET 1: 527 MADISON AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.351.1950 MAIL ADDRESS: STREET 1: 527 MADISON AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001499066 XXXXXXXX 06-30-2016 06-30-2016 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 N Michael Hoffman 212-351-1953 /s/ Michael Hoffman New York NY 08-12-2016 0 30 2136678 INFORMATION TABLE 2 infotable.xml BLACKSTONE MTG TR INC COM CL A 09257W100 166011 5999665 SH SOLE 5999665 0 0 BOYD GAMING CORP COM 103304101 51237 2784605 SH SOLE 2784605 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 13219 1175000 SH SOLE 1175000 0 0 CBRE GROUP INC CL A 12504L109 82049 3098524 SH SOLE 3098524 0 0 CITIZENS FINL GROUP INC COM 174610105 19181 960000 SH SOLE 960000 0 0 COLONY STARWOOD HOMES COM 19625X102 51661 1698253 SH SOLE 1698253 0 0 DIAMOND RESORTS INTL INC COM 25272T104 11061 369200 SH Put SOLE 369200 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 108880 1580724 SH SOLE 1580724 0 0 ESSEX PPTY TR INC COM 297178105 100418 440258 SH SOLE 440258 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 7673 668972 SH SOLE 668972 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 105313 4720423 SH SOLE 4720423 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 126118 5597770 SH SOLE 5597770 0 0 HYATT HOTELS CORP COM CL A 448579102 119546 2432768 SH SOLE 2432768 0 0 INTERXION HOLDING N.V SHS N47279109 10511 285000 SH SOLE 285000 0 0 ISHARES TR U.S. REAL ES ETF 464287739 164780 2000000 SH Put SOLE 2000000 0 0 ISHARES TR US HOME CONS ETF 464288752 35116 1270000 SH SOLE 1270000 0 0 KEYCORP NEW COM 493267108 57626 5215000 SH SOLE 5215000 0 0 LA QUINTA HLDGS INC COM 50420D108 35226 3089999 SH SOLE 3089999 0 0 LENNAR CORP CL A 526057104 96621 2095898 SH SOLE 2095898 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 84579 490283 SH SOLE 490283 0 0 MARRIOTT INTL INC NEW CL A 571903202 122269 1839745 SH SOLE 1839745 0 0 MERITAGE HOMES CORP COM 59001A102 22423 597300 SH SOLE 597300 0 0 PARAMOUNT GROUP INC COM 69924R108 177617 11142837 SH SOLE 11142837 0 0 PENNYMAC FINL SVCS INC CL A 70932B101 7534 603176 SH SOLE 603176 0 0 POPULAR INC COM NEW 733174700 39368 1343602 SH SOLE 1343602 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 29545 500000 SH Put SOLE 500000 0 0 SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 3992 400000 SH SOLE 400000 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 12965 1015271 SH SOLE 1015271 0 0 STONEGATE MTG CORP COM 86181Q300 8441 2512225 SH SOLE 2512225 0 0 TAUBMAN CTRS INC COM 876664103 265698 3580840 SH SOLE 3580840 0 0