13F-HR filed by Long Pond Capital, LP
Long Pond Capital, LP filed this 13F-HR for the quarter ended 2019-03-31, filed 2019-05-14, with 37 holding rows worth $2,869,152,000.
- Accession
- 0001172661-19-001218
- Filer
- CIK 1499066
- Filed
- 2019-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2019
A holdings report, 37 entries on the cover page, a total value of $2,869,152,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,869,152,000 with VALUE read as thousands by filing date, 13F file number 028-14852. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| D R HORTON INC COM | 23331A109 | Stock | 12,339,713 | $510,617,000 | thousands by filing date | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 2,763,291 | $229,657,000 | thousands by filing date | |
| HUDSON PAC PPTYS INC | 444097109 | COM | 6,249,674 | $215,114,000 | thousands by filing date | |
| VORNADO RLTY TR | 929042109 | SH BEN INT | 2,763,566 | $186,375,000 | thousands by filing date | |
| HILTON GRAND VACATIONS INC COM | 43283X105 | Stock | 5,867,092 | $181,000,000 | thousands by filing date | |
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 2,486,840 | $180,470,000 | thousands by filing date | |
| OWENS CORNING NEW | 690742101 | COM | 3,208,385 | $151,179,000 | thousands by filing date | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 2,938,063 | $146,874,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 2,327,633 | $114,264,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 841,548 | $92,124,000 | thousands by filing date | |
| PARAMOUNT GROUP INC | 69924R108 | COM | 6,278,285 | $89,089,000 | thousands by filing date | |
| JBG SMITH PPTYS COM | 46590V100 | REIT | 1,974,417 | $81,642,000 | thousands by filing date | |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 3,281,847 | $74,564,000 | thousands by filing date | |
| FORESTAR GROUP INC | 346232101 | COMMON STOCK | 3,873,873 | $66,979,000 | thousands by filing date | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 2,432,176 | $58,299,000 | thousands by filing date | |
| SL GREEN REALTY CORP | 78440X101 | COM | 546,211 | $49,115,000 | thousands by filing date | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 539,935 | $45,517,000 | thousands by filing date | |
| BELMOND LTD | G1154H107 | COMMON STOCK-FO | 1,788,467 | $44,586,000 | thousands by filing date | |
| FIVE POINT HOLDINGS LLC | 33833Q106 | COM CL A | 5,661,780 | $40,821,000 | thousands by filing date | |
| WILLIAM LYON HOMES-CL A | 552074700 | CL A | 2,397,026 | $36,842,000 | thousands by filing date | |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 1,409,400 | $36,165,000 | thousands by filing date | |
| DIAMONDROCK HOSPITALITY CO | 252784301 | COM | 2,863,443 | $31,011,000 | thousands by filing date | |
| AMERICOLD REALTY TRUST INC COM | 03064D108 | REIT | 1,000,000 | $30,510,000 | thousands by filing date | |
| EXTENDED STAY AMER INC | 30224P200 | UNIT 99/99/9999B | 1,558,713 | $27,979,000 | thousands by filing date | |
| WYNN RESORTS LTD | 983134107 | COM | 223,415 | $26,658,000 | thousands by filing date | |
| PENNYMAC FINL SVCS INC NEW | 70932M107 | COM | 757,000 | $16,836,000 | thousands by filing date | |
| KBHOME | 48666K109 | COM | 566,680 | $13,697,000 | thousands by filing date | |
| CUSHMAN WAKEFIELD PLC | G2717B108 | SHS | 750,000 | $13,350,000 | thousands by filing date | |
| SPIRIT RLTY CAP INC NEW NPV | 84860W300 | COM NEW | 321,614 | $12,778,000 | thousands by filing date | |
| CZR | 127686103 | Stock | 1,463,154 | $12,715,000 | thousands by filing date | |
| PLAYA HOTELS & RESORTS NV | N70544106 | SHS | 1,405,596 | $10,725,000 | thousands by filing date | |
| CAVCO INDS INC DEL | 149568107 | COM | 85,623 | $10,063,000 | thousands by filing date | |
| VERIS RESIDENTIAL INC | 554489104 | COM | 449,751 | $9,984,000 | thousands by filing date | |
| ESSENTIAL PPTYS RLTY TR INC COM | 29670E107 | REIT | 461,500 | $9,008,000 | thousands by filing date | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 97,395 | $7,336,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 125,779 | $4,553,000 | thousands by filing date | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 6,003 | $656,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-19-001218 | this filing | 2019-05-14 | acceptance time not in the bulk data set |