LONG POND CAPITAL, LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 44
New Positions 13
Increased Positions 19
Decreased Positions 24
Positions with Activity 43
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,031

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

Sector Weighting

Basic Materials
Capital Goods 4.96%
Conglomerates 3.51%
Consumer Cyclical 3.57%
Consumer/Non-Cyclical
Energy
Financial 1.38%
Healthcare 5.19%
Services 53.3%
Technology
Transportation
Utilities

44 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN HOMES 4 RENT CL A 146,487 57,278 64.21 7,935,386
BLACKSTONE MTG TR INC COM CL A 105,283 22,800 27.64 3,694,151
STARWOOD WAYPOINT RESIDENTL TR COM SHS 80,365 80,365 New 3,045,296
HYATT HOTELS CORP COM CL A 69,632 -9,789 (12.33) 1,138,151
CBRE GROUP INC CL A 64,217 -22,097 (25.6) 2,028,968
AMERICAN TOWER CORP NEW COM 60,541 60,541 New 629,000
EMERITUS CORP COM 53,504 -36,060 (40.26) 1,599,040
GLIMCHER RLTY TR SH BEN INT 41,869 41,869 New 3,858,932
HILTON WORLDWIDE HLDGS INC COM 37,020 New 1,500,000
MOHAWK INDS INC COM 36,749 36,749 New 290,000
APARTMENT INVT & MGMT CO CL A 36,403 1,654 4.76 1,060,700
AMERICAN RESIDENTIAL PPTYS INC COM 36,158 36,158 New 1,959,775
PINNACLE ENTMT INC COM 36,033 27,014 299.53 1,630,442
MADISON SQUARE GARDEN CO CL A 35,105 35,105 New 586,747
BOYD GAMING CORP COM 34,965 34,965 New 3,102,522
ARMSTRONG WORLD INDS INC NEW COM 27,913 27,913 New 568,600
WYNDHAM WORLDWIDE CORP COM 25,581 25,581 New 332,000
STONEGATE MTG CORP COM 23,483 14,565 163.32 1,843,262
FOREST CITY ENTERPRISES INC CL A 23,224 2,828 13.87 1,196,482
CROWN CASTLE INTL CORP COM 18,029 -6,370 (26.11) 242,000