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 TOL DHI MTH TMHC PHM 5 stocks	$357,574 25.26% of portfolio	4	1	3	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H HLT WH 3 stocks	$294,022 20.77% of portfolio	3	-	3	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV RRR PLYA WYNN CZR VAC GDEN 7 stocks	$256,243 18.1% of portfolio	4	3	2	-	0 Calls 0 Puts
REIT—Office \| Real Estate JBGS PGRE KRC DEI VNO 5 stocks	$148,753 10.51% of portfolio	4	1	3	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT IGT 2 stocks	$84,941 6.0% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate CPT IRT MAA 3 stocks	$73,646 5.2% of portfolio	-	3	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate CUBE REXR 2 stocks	$68,051 4.81% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KRG 1 stocks	$60,615 4.28% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate TRTX 1 stocks	$59,524 4.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SMRT 1 stocks	$12,179 0.86% of portfolio	-	-	-	-	0 Calls 0 Puts

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