0001315863-13-000108.txt : 20130214 0001315863-13-000108.hdr.sgml : 20130214 20130214162554 ACCESSION NUMBER: 0001315863-13-000108 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Long Pond Capital, LP CENTRAL INDEX KEY: 0001499066 IRS NUMBER: 273090149 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14852 FILM NUMBER: 13614445 BUSINESS ADDRESS: STREET 1: 410 PARK AVENUE STREET 2: 9TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.351.1950 MAIL ADDRESS: STREET 1: 410 PARK AVENUE STREET 2: 9TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 longpond4q12.txt LONG POND CAPITAL LP 13F 4Q 2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Long Pond Capital, LP Address: 410 Park Avenue 9th Floor New York, New York 10022 13F File Number: 028-14852 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Anthony Famiglietti Title: Chief Financial Officer Phone: 212.351.1954 Signature, Place, and Date of Signing: /s/ Anthony Famiglietti New York, New York/USA February 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 27 Form 13F Information Table Value Total: $361,355 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALTISOURCE ASSET MANAGEMENT COM 02153X108 11171 136229 SH SOLE 136229 ANNALY CAP MGMT INC COM 035710409 138 335800 SH PUT SOLE 335800 APARTMENT INVT & MGMT CO CL A 03748R101 12421 459000 SH SOLE 459000 ASHFORD HOSPITALITY TR INC COM SHS 044103109 29042 2763278 SH SOLE 2763278 ASSOCIATED ESTATES RLTY CORP COM 045604105 5723 355000 SH SOLE 355000 AV HOMES INC COM 00234P102 8111 570382 SH SOLE 570382 BRE PROPERTIES INC CL A 05564E106 28790 566400 SH SOLE 566400 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 12095 330000 SH SOLE 330000 EMERITUS CORP COM 291005106 18445 746155 SH SOLE 746155 EQUITY LIFESTYLE PPTYS INC COM 29472R108 8463 125763 SH SOLE 125763 EQUITY RESIDENTIAL SH BEN INT 29476L107 9577 169000 SH SOLE 169000 FOREST CITY ENTERPRISES INC CL A 345550107 17605 1090069 SH SOLE 1090069 GENERAL GROWTH PPTYS INC NEW COM 370023103 11890 599000 SH SOLE 599000 HYATT HOTELS CORP COM CL A 448579102 37632 975693 SH SOLE 975693 MACERICH CO COM 554382101 2332 40000 SH SOLE 40000 MORGANS HOTEL GROUP CO COM 61748W108 10914 1969989 SH SOLE 1969989 MPG OFFICE TR INC COM 553274101 3377 1096384 SH SOLE 1096384 NORTHSTAR RLTY FIN CORP COM 66704R100 12977 1843259 SH SOLE 1843259 PARKWAY PPTYS INC COM 70159Q104 3498 250000 SH SOLE 250000 PICO HLDGS INC COM NEW 693366205 742 36600 SH SOLE 36600 POST PPTYS INC COM 737464107 6628 132695 SH SOLE 132695 SAFEWAY INC COM NEW 786514208 1809 100000 SH SOLE 100000 STRATEGIC HOTELS & RESORTS I COM 86272T106 49100 7671890 SH SOLE 7671890 TAUBMAN CTRS INC COM 876664103 18932 240500 SH SOLE 240500 TEJON RANCH CO COM 879080109 220 7849 SH SOLE 7849 THE ADT CORPORATION COM 00101J106 8333 179250 SH SOLE 179250 UDR INC COM 902653104 31390 1320000 SH SOLE 1320000