0001315863-13-000216.txt : 20130515 0001315863-13-000216.hdr.sgml : 20130515 20130514184505 ACCESSION NUMBER: 0001315863-13-000216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130514 EFFECTIVENESS DATE: 20130515 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: 13843246 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 longpondcap1q13.txt LONG POND CAPITAL, LP 13F 1Q 2013 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 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 May 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: 25 Form 13F Information Table Value Total: $564,874 (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 28571 211634 SH SOLE 211634 ANNALY CAP MGMT INC COM 035710409 3 335800 SH PUT SOLE 335800 ASHFORD HOSPITALITY TR INC COM SHS 044103109 32918 2663278 SH SOLE 2663278 AV HOMES INC COM 00234P102 5817 436420 SH SOLE 436420 AVALONBAY CMNTYS INC COM 053484101 19824 156500 SH SOLE 156500 AVALONBAY CMNTYS INC COM 053484101 4650 790000 SH CALL SOLE 790000 BOSTON PROPERTIES INC COM 101121101 6114 60500 SH SOLE 60500 BRE PROPERTIES INC CL A 05564E106 22218 456400 SH SOLE 456400 BRE PROPERTIES INC CL A 05564E106 129 430400 SH CALL SOLE 430400 COLONIAL PPTYS TR COM SH BEN INT 195872106 55689 2463017 SH SOLE 2463017 DIAMONDROCK HOSPITALITY CO COM 252784301 50199 5391978 SH SOLE 5391978 EMERITUS CORP COM 291005106 31852 1146155 SH SOLE 1146155 EQUITY RESIDENTIAL SH BEN INT 29476L107 1790 780000 SH CALL SOLE 780000 EQUITY RESIDENTIAL SH BEN INT 29476L107 77084 1400000 SH SOLE 1400000 FOREST CITY ENTERPRISES INC CL A 345550107 34797 1958169 SH SOLE 1958169 HERSHA HOSPITALITY TR SH BEN INT A 427825104 9018 1544216 SH SOLE 1544216 HYATT HOTELS CORP COM CL A 448579102 23961 554259 SH SOLE 554259 MORGANS HOTEL GROUP CO COM 61748W108 11801 1993485 SH SOLE 1993485 ORIENT-EXPRESS HOTELS LTD CL A G67743107 6811 690793 SH SOLE 690793 POST PPTYS INC COM 737464107 39167 831574 SH SOLE 831574 RLJ LODGING TR COM 74965L101 16152 709651 SH SOLE 709651 SEARS HOMETOWN & OUTLET STOR COM 812362101 8119 201215 SH SOLE 201215 SPIRIT RLTY CAP INC COM 84860F109 30542 1607459 SH SOLE 1607459 STRATEGIC HOTELS & RESORTS I COM 86272T106 17838 2136267 SH SOLE 2136267 TAUBMAN CTRS INC COM 876664103 29810 383849 SH SOLE 383849