LONG POND CAPITAL, LP Information

527 MADISON AVENUE, NEW YORK, New York, 10022, (212) 351-1950

Report Date: 12/31/2013

Position Statistics

Total Positions 39
New Positions 16
Increased Positions 24
Decreased Positions 15
Positions with Activity 39
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,106

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 9.4%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy
Financial 1.51%
Healthcare 8.25%
Services 57.85%
Technology
Transportation
Utilities

39 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTISOURCE ASSET MGMT CORP COM 124,815 -83,644 (40.13) 126,716
BLACKSTONE MTG TR INC COM CL A 82,454 8,405 11.35 2,894,151
EMERITUS CORP COM 79,794 1,192 1.52 2,676,740
AMERICAN HOMES 4 RENT CL A 77,321 77,321 New 4,832,586
TAUBMAN CTRS INC COM 73,105 51,388 236.62 1,007,514
CBRE GROUP INC CL A 72,814 72,814 New 2,727,133
HYATT HOTELS CORP COM CL A 70,931 -4,732 (6.25) 1,298,151
NORTHSTAR RLTY FIN CORP COM 51,822 51,822 New 3,387,057
MACK CALI RLTY CORP COM 49,205 49,205 New 2,388,606
MFA FINL INC COM 38,683 38,683 New 4,865,797
HILTON WORLDWIDE HLDGS INC COM 32,265 32,265 New 1,500,000
EDUCATION RLTY TR INC COM 31,364 7,245 30.04 3,030,352
APARTMENT INVT & MGMT CO CL A 30,729 30,729 New 1,012,500
AVALONBAY CMNTYS INC COM 28,394 28,394 New 211,000
EQUITY RESIDENTIAL SH BEN INT 27,321 27,321 New 470,000
CROWN CASTLE INTL CORP COM 24,566 -27,754 (53.05) 327,500
LENNAR CORP CL A 23,935 23,935 New 622,812
CEMEX SAB DE CV SPON ADR NEW 22,024 22,024 New 1,776,132
D R HORTON INC COM 20,021 20,021 New 916,708
FOREST CITY ENTERPRISES INC CL A 19,775 2,837 16.75 1,050,764


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