0001172661-19-000492.txt : 20190214 0001172661-19-000492.hdr.sgml : 20190214 20190213175802 ACCESSION NUMBER: 0001172661-19-000492 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190214 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: 19599140 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 12-31-2018 12-31-2018 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 02-13-2019 0 32 2546988 INFORMATION TABLE 2 infotable.xml AMERICAN HOMES 4 RENT CL A 02665T306 74772 3766847 SH SOLE 3766847 0 0 BELMOND LTD CL A G1154H107 44765 1788467 SH SOLE 1788467 0 0 CAESARS ENTMT CORP COM 127686103 99328 14628557 SH SOLE 14628557 0 0 CENTURY CMNTYS INC COM 156504300 45029 2608876 SH SOLE 2608876 0 0 D R HORTON INC COM 23331A109 448177 12930658 SH SOLE 12930658 0 0 D R HORTON INC COM 23331A109 26920 776700 SH Call SOLE 776700 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 21672 2386800 SH SOLE 2386800 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 39293 5661780 SH SOLE 5661780 0 0 FORESTAR GROUP INC COM 346232101 53653 3873873 SH SOLE 3873873 0 0 HILTON GRAND VACATIONS INC COM 43283X105 141240 5352035 SH SOLE 5352035 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 350958 4888000 SH SOLE 4888000 0 0 HOME DEPOT INC COM 437076102 859 5000 SH SOLE 5000 0 0 HUDSON PAC PPTYS INC COM 444097109 174917 6019174 SH SOLE 6019174 0 0 HYATT HOTELS CORP COM CL A 448579102 53269 788000 SH SOLE 788000 0 0 JBG SMITH PPTYS COM 46590V100 73295 2105584 SH SOLE 2105584 0 0 KILROY RLTY CORP COM 49427F108 11318 180000 SH SOLE 180000 0 0 LENNAR CORP CL A 526057104 75233 1921671 SH SOLE 1921671 0 0 LIBERTY PPTY TR SH BEN INT 531172104 6701 160000 SH SOLE 160000 0 0 LYON WILLIAM HOMES CL A NEW 552074700 24055 2250252 SH SOLE 2250252 0 0 MARRIOTT INTL INC NEW CL A 571903202 68335 629469 SH SOLE 629469 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 15119 214419 SH SOLE 214419 0 0 MGM RESORTS INTERNATIONAL COM 552953101 24785 1021637 SH SOLE 1021637 0 0 MOHAWK INDS INC COM 608190104 67033 573130 SH SOLE 573130 0 0 PENNYMAC FINL SVCS INC COM 70932M107 5315 250000 SH SOLE 250000 0 0 REXFORD INDL RLTY INC COM 76169C100 52350 1776371 SH SOLE 1776371 0 0 SHERWIN WILLIAMS CO COM 824348106 88725 225500 SH SOLE 225500 0 0 SL GREEN RLTY CORP COM 78440X101 31237 395000 SH SOLE 395000 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 22446 96250 SH SOLE 96250 0 0 SUMMIT MATLS INC CL A 86614U100 22213 1791352 SH SOLE 1791352 0 0 TAYLOR MORRISON HOME CORP CL A 87724P106 59065 3714751 SH SOLE 3714751 0 0 VORNADO RLTY TR SH BEN INT 929042109 148181 2388866 SH SOLE 2388866 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 176730 3895295 SH SOLE 3895295 0 0