Long Pond Capital, LP Portfolio Holdings by Sector

Long Pond Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Residential \| Real Estate IRT CPT MAA SUI UDR NXRT 6 stocks	$510,080 25.23% of portfolio	5	1	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI LEN MTH 3 stocks	$353,253 17.47% of portfolio	2	1	2	-	0 Calls 0 Puts
REIT—Retail \| Real Estate ADC NNN NTST KRG 4 stocks	$352,484 17.43% of portfolio	1	2	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV PLYA WYNN RRR BYD 5 stocks	$230,279 11.39% of portfolio	4	1	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate NSA COLD 2 stocks	$158,124 7.82% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate JBGS PGRE 2 stocks	$156,009 7.72% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD TRTX 2 stocks	$80,797 4.0% of portfolio	2	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT 1 stocks	$56,572 2.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT WH 2 stocks	$50,929 2.52% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TNL 1 stocks	$23,915 1.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SMRT 1 stocks	$17,515 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate—Development \| Real Estate FPH FOR 2 stocks	$17,300 0.86% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate XHR CLDT 2 stocks	$14,828 0.73% of portfolio	1	-	1	-	0 Calls 0 Puts

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