Long Pond Capital, LP Portfolio Holdings by Sector

Long Pond Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical DHI TMHC TOL MTH MHO 5 stocks	$297,497 20.72% of portfolio	2	3	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H WH 2 stocks	$250,932 17.48% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate CPT IRT AIV MAA 4 stocks	$241,214 16.8% of portfolio	4	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT IGT 2 stocks	$151,250 10.53% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate JBGS KRC PGRE 3 stocks	$107,191 7.46% of portfolio	2	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV RRR CZR 3 stocks	$103,975 7.24% of portfolio	-	3	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate NSA PLD LXP 3 stocks	$84,806 5.91% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate TRTX 1 stocks	$56,383 3.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$51,370 3.58% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate INN 1 stocks	$47,846 3.33% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$33,518 2.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SMRT 1 stocks	$9,965 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts

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