0001172661-20-000476.txt : 20200214 0001172661-20-000476.hdr.sgml : 20200214 20200213183137 ACCESSION NUMBER: 0001172661-20-000476 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200214 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: 20612727 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 12-31-2019 12-31-2019 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 02-13-2020 0 35 3915446 INFORMATION TABLE 2 infotable.xml ALEXANDERS INC COM 014752109 27262 82526 SH SOLE 82526 0 0 APARTMENT INVT & MGMT CO CL A 03748R754 112794 2183814 SH SOLE 2183814 0 0 BOYD GAMING CORP COM 103304101 5442 181774 SH SOLE 181774 0 0 CARETRUST REIT INC COM 14174T107 21450 1039727 SH SOLE 1039727 0 0 CYRUSONE INC COM 23283R100 73780 1127616 SH SOLE 1127616 0 0 D R HORTON INC COM 23331A109 461995 8758195 SH SOLE 8758195 0 0 EPR PPTYS COM SH BEN INT 26884U109 17599 249130 SH SOLE 249130 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 99809 6716600 SH SOLE 6716600 0 0 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 14136 340533 SH SOLE 340533 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 43693 6286780 SH SOLE 6286780 0 0 FORESTAR GROUP INC COM 346232101 97617 4681873 SH SOLE 4681873 0 0 HEALTHPEAK PPTYS INC COM 42250P103 57646 1672358 SH SOLE 1672358 0 0 HILTON GRAND VACATIONS INC COM 43283X105 85454 2484858 SH SOLE 2484858 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 148292 1337048 SH SOLE 1337048 0 0 HUDSON PAC PPTYS INC COM 444097109 109966 2920732 SH SOLE 2920732 0 0 HYATT HOTELS CORP COM CL A 448579102 264064 2943526 SH SOLE 2943526 0 0 ISHARES TR IBOXX HI YD ETF 464288513 246232 2800000 SH Put SOLE 2800000 0 0 ISTAR INC COM 45031U101 15785 1087864 SH SOLE 1087864 0 0 JBG SMITH PPTYS COM 46590V100 106986 2682038 SH SOLE 2682038 0 0 KILROY RLTY CORP COM 49427F108 50584 602912 SH SOLE 602912 0 0 LENNAR CORP CL A 526057104 79286 1421155 SH SOLE 1421155 0 0 LOWES COS INC COM 548661107 87425 730000 SH SOLE 730000 0 0 LYON WILLIAM HOMES CL A NEW 552074700 22736 1137924 SH SOLE 1137924 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 225395 766153 SH SOLE 766153 0 0 OWENS CORNING NEW COM 690742101 210558 3233385 SH SOLE 3233385 0 0 PARAMOUNT GROUP INC COM 69924R108 142409 10230562 SH SOLE 10230562 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 56552 2109376 SH SOLE 2109376 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 19692 2344296 SH SOLE 2344296 0 0 RED ROCK RESORTS INC CL A 75700L108 59535 2485783 SH SOLE 2485783 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 186314 8730752 SH SOLE 8730752 0 0 SENIOR HSG PPTYS TR SH BEN INT 81721M109 17682 2095000 SH SOLE 2095000 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 161623 566899 SH SOLE 566899 0 0 VENTAS INC COM 92276F100 239503 4147962 SH SOLE 4147962 0 0 VORNADO RLTY TR SH BEN INT 929042109 271808 4087342 SH SOLE 4087342 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 74342 1183601 SH SOLE 1183601 0 0