Long Pond Capital, LP New Holdings in Q3 2024

Long Pond Capital, LP

Stock	Shares change	Price Range	Shares Held
LEN Lennar Corp Consumer Cyclical	624K New	$142.5 - $192.45 $88.9M - $120M	624K $117M
SUI Sun Communities Inc Real Estate	481K New	$117.46 - $147.6 $56.5M - $71M	481K $65M
STWD Starwood Property Trust, Inc. Real Estate	2.56M New	$18.75 - $21.11 $47.9M - $53.9M	2.56M $52.1M
WYNN Wynn Resorts LTD Consumer Cyclical	402K New	$73.55 - $97.62 $29.6M - $39.3M	402K $38.6M
HLT Hilton Worldwide Holdings Inc. Consumer Cyclical	129K New	$201.82 - $234.36 $26M - $30.1M	129K $29.6M
TNL Travel & Leisure Co. Consumer Cyclical	519K New	$40.55 - $49.87 $21M - $25.9M	519K $23.9M
WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical	272K New	$70.42 - $80.82 $19.2M - $22M	272K $21.3M
MTH Meritage Homes Corp Consumer Cyclical	97.3K New	$152.23 - $213.69 $14.8M - $20.8M	97.3K $19.9M
UDR Udr, Inc. Real Estate	410K New	$39.96 - $47.13 $16.4M - $19.3M	410K $18.6M
XHR Xenia Hotels & Resorts, Inc. Real Estate	624K New	$12.57 - $15.26 $7.84M - $9.52M	624K $9.21M
FOR Forestar Group Inc. Real Estate	258K New	$28.23 - $36.91 $7.29M - $9.53M	258K $8.36M
Six Flags Entertainment Corp	1.45M New	N/A	1.45M $0
Site Ctrs Corp	106K New	N/A	106K $0

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