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 CPT IRT AMH ELS NXRT CSR MAA EQR 8 stocks	$523,758 42.41% of portfolio	7	1	5	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate NSA COLD LXP PLYM PLD 5 stocks	$256,594 20.78% of portfolio	4	1	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TMHC MHO MTH 3 stocks	$127,306 10.31% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate TRTX KREF 2 stocks	$79,947 6.47% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate JBGS 1 stocks	$71,842 5.82% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate INN SHO 2 stocks	$56,531 4.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV CZR 2 stocks	$53,009 4.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H 1 stocks	$45,075 3.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology COMP SMRT 2 stocks	$20,999 1.7% of portfolio	1	1	1	-	0 Calls 0 Puts

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