Long Pond Capital Q4 2020 13F Holdings

Long Pond Capital Q4 2020 holdings
TickerName Value Shares↓ Weighting
EQR EQUITY RESIDENTIALsh ben intAdd  $361,680
139.4%
6,101,213
107.3%
12.08%
108.6%
AVB AVALONBAY CMNTYS INCAdd  $277,236
40.1%
1,728,083
30.4%
9.26%
22.0%
AIRC APARTMENT INCOME REIT ...New  $186,1394,846,1036.22%
MSGS MADISON SQUARE GRDN SP...cl aAdd  $157,685
39.5%
856,519
14.1%
5.27%
21.6%
PHM PULTE GROUP INCNew  $137,8433,196,7374.60%
SUI SUN CMNTYS INCNew  $135,532891,9534.53%
CPT CAMDEN PPTY TRsh ben intReduce  $133,987
5.8%
1,340,944
-5.8%
4.47%
-7.8%
WH WYNDHAM HOTELS & RESOR...Add  $129,863
106.6%
2,184,767
75.5%
4.34%
80.0%
ELS EQUITY LIFESTYLE PPTYS...New  $102,8631,623,4743.44%
AMH AMERICAN HOMES 4 RENTcl aNew  $101,1523,371,7283.38%
GLPI GAMING & LEISURE PPTYS...Add  $100,678
44.1%
2,374,487
25.5%
3.36%
25.6%
FOR FORESTAR GROUP INC  $94,480
14.0%
4,681,8730.0%3.16%
-0.7%
JBGS JBG SMITH PPTYSReduce  $90,215
-14.7%
2,885,025
-27.1%
3.01%
-25.7%
NNN NATIONAL RETAIL PROPER...New  $82,5662,017,7402.76%
SRC SPIRIT RLTY CAP INC NEWNew  $82,0792,043,2792.74%
LVS LAS VEGAS SANDS CORPReduce  $79,144
-4.9%
1,327,918
-25.5%
2.64%
-17.1%
MAA MID-AMER APT CMNTYS INCReduce  $76,410
-9.2%
603,123
-16.9%
2.55%
-20.9%
ESS ESSEX PPTY TR INCReduce  $75,945
-2.6%
319,878
-17.6%
2.54%
-15.1%
UDR UDR INCAdd  $74,695
114.1%
1,943,653
81.6%
2.49%
86.5%
FR FIRST INDL RLTY TR INCNew  $59,5241,412,8651.99%
EXPE EXPEDIA GROU... EXPEcallNew  $56,932430,0001.90%
HGV HILTON GRAND VACATIONS...Reduce  $53,306
28.2%
1,700,345
-14.2%
1.78%
11.7%
STAY EXTENDED STAY AMER INCunit 99/99/9999bAdd  $53,183
180.5%
3,591,045
126.4%
1.78%
144.4%
NTST NETSTREIT CORP  $52,796
6.7%
2,708,8600.0%1.76%
-7.0%
DEI DOUGLAS EMMETT INCReduce  $48,673
-46.8%
1,668,020
-54.2%
1.63%
-53.6%
ABNB AIRBNB INCNew  $44,040300,0001.47%
FPH FIVE POINT HOLDINGS LLC  $34,326
30.9%
6,286,7800.0%1.15%
14.1%
LSI LIFE STORAGE INCNew  $25,242211,4240.84%
MGP MGM GROWTH PPTYS LLCReduce  $24,406
-31.8%
779,757
-39.1%
0.82%
-40.6%
EXP EAGLE MATLS INCNew  $24,171238,4920.81%
RADI RADIUS GLOBAL INFRASTR...New  $16,0721,250,7150.54%
LESL LESLIES INCNew  $11,100400,0000.37%
TSIAU TS INNOVATION ACQUISIT...unit 99/99/9999New  $5,270500,0000.18%
CBAHU CBRE ACQUISITION HLDGS...unit 99/99/9999New  $5,225500,0000.17%
RLJ RLJ LODGING TRSold out  $0-316,970-0.11%
MAC MACERICH COSold out  $0-801,263-0.21%
AZEK AZEK CO INCcl aSold out  $0-250,000-0.33%
XHR XENIA HOTELS & RESORTS...Sold out  $0-1,059,221-0.36%
MSGE MADISON SQUARE GRDN EN...cl aSold out  $0-261,743-0.69%
AVB AVALONBAY CM... AVBcallSold out  $0-200,000-1.14%
RHP RYMAN HOSPITALITY PPTY...Sold out  $0-983,137-1.39%
H HYATT HOTELS CORPSold out  $0-688,075-1.41%
IYR ISHARES TR IYRcallu.s. real es etfSold out  $0-475,000-1.45%
KRC KILROY RLTY CORPSold out  $0-1,016,027-2.02%
EXPE EXPEDIA GROUP INCSold out  $0-669,422-2.35%
LVS LAS VEGAS SA... LVScallSold out  $0-1,325,000-2.37%
HPP HUDSON PAC PPTYS INCSold out  $0-2,945,846-2.48%
PGRE PARAMOUNT GROUP INCSold out  $0-9,839,275-2.67%
WELL WELLTOWER INCSold out  $0-1,395,173-2.95%
PEAK HEALTHPEAK PROPERTIES INCSold out  $0-2,963,695-3.08%
SBRA SABRA HEALTH CARE REIT...Sold out  $0-6,150,349-3.25%
SHO SUNSTONE HOTEL INVS IN...Sold out  $0-11,772,597-3.58%
HLT HILTON WORLDWIDE HLDGS...Sold out  $0-1,173,651-3.84%
AIV APARTMENT INVT & MGMT COcl aSold out  $0-6,652,353-8.60%