0001172661-18-001087.txt : 20180514 0001172661-18-001087.hdr.sgml : 20180514 20180514162920 ACCESSION NUMBER: 0001172661-18-001087 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 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: 18831109 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 03-31-2018 03-31-2018 false Long Pond Capital, LP

527 Madison Avenue 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-14852 N Daniel E. Karp 212-351-1953 /s/ Daniel E. Karp New York NY 05-14-2018 0 31 3930617 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 218345 10873737 SH SOLE 10873737 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 299565 7351291 SH SOLE 7351291 0 0 APPLE HOSPITALITY REIT INC COM NEW 03784Y200 64798 3687981 SH SOLE 3687981 0 0 AVALONBAY CMNTYS INC COM 053484101 73562 447296 SH SOLE 447296 0 0 BLACK KNIGHT INC COM 09215C105 24257 515000 SH SOLE 515000 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 48685 3192470 SH SOLE 3192470 0 0 CAESARS ENTMT CORP COM 127686103 248414 22081228 SH SOLE 22081228 0 0 CHOICE HOTELS INTL INC COM 169905106 26122 325914 SH SOLE 325914 0 0 D R HORTON INC COM 23331A109 499515 11394053 SH SOLE 11394053 0 0 D R HORTON INC COM 23331A109 168946 3853700 SH Call SOLE 3853700 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 24581 1723786 SH SOLE 1723786 0 0 FORESTAR GROUP INC COM 346232101 76507 3617373 SH SOLE 3617373 0 0 GRAMERCY PPTY TR COM NEW 385002308 35457 1631709 SH SOLE 1631709 0 0 HYATT HOTELS CORP COM CL A 448579102 39529 518347 SH SOLE 518347 0 0 JBG SMITH PPTYS COM 46590V100 103337 3065474 SH SOLE 3065474 0 0 LA QUINTA HLDGS INC COM 50420D108 92277 4879801 SH SOLE 4879801 0 0 LASALLE HOTEL PPTYS COM SH BEN INT 517942108 178477 6152249 SH SOLE 6152249 0 0 LENNAR CORP CL A 526057104 103200 1750939 SH SOLE 1750939 0 0 MACERICH CO COM 554382101 22408 400000 SH SOLE 400000 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 38683 157376 SH SOLE 157376 0 0 NEW YORK REIT INC COM NEW 64976L208 18515 860760 SH SOLE 860760 0 0 PARAMOUNT GROUP INC COM 69924R108 217750 15291426 SH SOLE 15291426 0 0 QUALITY CARE PPTYS INC COM 747545101 94844 4881329 SH SOLE 4881329 0 0 RETAIL PPTYS AMER INC CL A 76131V202 96404 8267922 SH SOLE 8267922 0 0 SL GREEN RLTY CORP COM 78440X101 113860 1175880 SH SOLE 1175880 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 263150 1000000 SH Put SOLE 1000000 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 104337 13445500 SH SOLE 13445500 0 0 TAUBMAN CTRS INC COM 876664103 145837 2562587 SH SOLE 2562587 0 0 VEREIT INC COM 92339V100 106954 15366940 SH SOLE 15366940 0 0 VICI PPTYS INC COM 925652109 68865 3759017 SH SOLE 3759017 0 0 VORNADO RLTY TR SH BEN INT 929042109 313435 4657274 SH SOLE 4657274 0 0