0001172661-22-001309.txt : 20220516 0001172661-22-001309.hdr.sgml : 20220516 20220513173130 ACCESSION NUMBER: 0001172661-22-001309 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220516 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: 22924214 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 03-31-2022 03-31-2022 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 05-13-2022 0 35 2453715 INFORMATION TABLE 2 infotable.xml ALEXANDRIA REAL ESTATE EQ IN COM 015271109 53487 265773 SH SOLE 265773 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 167330 4180104 SH SOLE 4180104 0 0 AMERICOLD RLTY TR COM 03064D108 155699 5584619 SH SOLE 5584619 0 0 APARTMENT INCOME REIT CORP COM 03750L109 27005 505146 SH SOLE 505146 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 73045 9978759 SH SOLE 9978759 0 0 BOYD GAMING CORP COM 103304101 4390 66737 SH SOLE 66737 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 11615 450000 SH SOLE 450000 0 0 CBRE GROUP INC CL A 12504L109 22476 245584 SH SOLE 245584 0 0 CLAROS MTG TR INC COMMON STOCK 18270D106 10644 621010 SH SOLE 621010 0 0 D R HORTON INC COM 23331A109 179272 2406013 SH SOLE 2406013 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 42210 551909 SH SOLE 551909 0 0 EXPEDIA GROUP INC COM NEW 30212P303 72980 372976 SH SOLE 372976 0 0 EXPEDIA GROUP INC COM NEW 30212P303 48918 250000 SH Call SOLE 250000 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 27662 4527395 SH SOLE 4527395 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 29781 359456 SH SOLE 359456 0 0 FORESTAR GROUP INC COM 346232101 83150 4681873 SH SOLE 4681873 0 0 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 10476 749354 SH SOLE 749354 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 24034 512135 SH SOLE 512135 0 0 HILTON GRAND VACATIONS INC COM 43283X105 31563 606861 SH SOLE 606861 0 0 HYATT HOTELS CORP COM CL A 448579102 26588 278554 SH SOLE 278554 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 167695 6342473 SH SOLE 6342473 0 0 INVENTRUST PPTYS CORP COM NEW 46124J201 23942 777844 SH SOLE 777844 0 0 ISHARES TR 20 YR TR BD ETF 464287432 132080 1000000 SH Put SOLE 1000000 0 0 JBG SMITH PPTYS COM 46590V100 241695 8271565 SH SOLE 8271565 0 0 LAS VEGAS SANDS CORP COM 517834107 104684 2693176 SH SOLE 2693176 0 0 LAS VEGAS SANDS CORP COM 517834107 48588 1250000 SH Call SOLE 1250000 0 0 LATCH INC COM 51818V106 2713 635403 SH SOLE 635403 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 64398 359045 SH SOLE 359045 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 76083 9958518 SH SOLE 9958518 0 0 NETSTREIT CORP COM 64119V303 58875 2623681 SH SOLE 2623681 0 0 SITE CTRS CORP COM 82981J109 21155 1266029 SH SOLE 1266029 0 0 SMARTRENT INC COM CL A 83193G107 29174 5765692 SH SOLE 5765692 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 130079 2826569 SH SOLE 2826569 0 0 STAG INDL INC COM 85254J102 97773 2364521 SH SOLE 2364521 0 0 VICI PPTYS INC COM 925652109 152456 5356839 SH SOLE 5356839 0 0