LONG POND CAPITAL, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 43
New Positions 13
Increased Positions 25
Decreased Positions 16
Positions with Activity 41
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,540

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

Sector Weighting

Basic Materials
Capital Goods 8.76%
Conglomerates 3.36%
Consumer Cyclical 4.35%
Consumer/Non-Cyclical
Energy
Financial 20.87%
Healthcare 0%
Services 29.6%
Technology 0.82%
Transportation
Utilities

43 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN HOMES 4 RENT CL A 189,682 23,752 14.31 10,957,972
BLACKSTONE MTG TR INC COM CL A 135,362 9,114 7.22 4,604,151
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 111,910 111,910 New 3,312,900
HILTON WORLDWIDE HLDGS INC COM 104,720 New 4,000,000
FOREST CITY ENTERPRISES INC CL A 86,786 86,786 New 4,109,179
SPIRIT RLTY CAP INC NEW COM 84,876 -35,850 (29.7) 7,102,600
STARWOOD HOTELS&RESORTS WRLDWD COM 80,649 14,413 21.76 1,012,800
MOHAWK INDS INC COM 67,054 -7,404 (9.94) 432,717
APARTMENT INVT & MGMT CO CL A 64,518 24,731 62.16 1,720,008
OUTFRONT MEDIA INC COM 53,356 53,356 New 1,979,800
AMERICAN RESIDENTIAL PPTYS INC COM 51,814 7,442 16.77 2,952,359
LA QUINTA HLDGS INC COM 46,788 -35,949 (43.45) 2,240,821
COLONY FINL INC COM 45,530 38,774 573.95 1,890,000
MGIC INVT CORP WIS COM 42,188 42,188 New 4,666,786
STARWOOD WAYPOINT RESIDENTL TR COM SHS 35,653 -42,100 (54.15) 1,342,862
PHH CORP COM NEW 35,393 22,290 170.12 1,469,800
ISTAR FINL INC COM 34,630 24,361 237.24 2,613,600
CAESARSTONE SDOT-YAM LTD ORD SHS 32,060 4,839 17.78 530,000
BOYD GAMING CORP COM 28,861 2,982 11.53 2,468,848
CBRE GROUP INC CL A 26,917 -15,593 (36.68) 768,836


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