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Long Pond Capital, LP Buys Ventas Inc, Sabra Health Care REIT Inc, Lowe's Inc, Sells Hilton Grand Vacations Inc, Liberty Property Trust, SL Green Realty Corp

New York, NY, based Investment company Long Pond Capital, LP (Current Portfolio) buys Ventas Inc, Sabra Health Care REIT Inc, Lowe's Inc, CyrusOne Inc, JBG SMITH Properties, sells Hilton Grand Vacations Inc, Liberty Property Trust, SL Green Realty Corp, Host Hotels & Resorts Inc, Eagle Materials Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Long Pond Capital, LP. As of 2019Q4, Long Pond Capital, LP owns 34 stocks with a total value of $3.9 billion. These are the details of the buys and sells.

For the details of Long Pond Capital, LP's stock buys and sells, go to https://www.gurufocus.com/guru/long+pond+capital%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Long Pond Capital, LP
  1. D.R. Horton Inc (DHI) - 8,758,195 shares, 11.85% of the total portfolio. Shares reduced by 3.41%
  2. Vornado Realty Trust (VNO) - 4,087,342 shares, 6.97% of the total portfolio. Shares reduced by 22.32%
  3. Hyatt Hotels Corp (H) - 2,943,526 shares, 6.77% of the total portfolio. Shares reduced by 0.93%
  4. iShares iBoxx $ High Yield Corporate Bond (HYG) - 2,800,000 shares, 6.32% of the total portfolio.
  5. Ventas Inc (VTR) - 4,147,962 shares, 6.14% of the total portfolio. New Position
New Purchase: Ventas Inc (VTR)

Long Pond Capital, LP initiated holding in Ventas Inc. The purchase prices were between $55.15 and $74.56, with an estimated average price of $62.5. The stock is now traded at around $59.75. The impact to a portfolio due to this purchase was 6.14%. The holding were 4,147,962 shares as of .

New Purchase: Lowe's Companies Inc (LOW)

Long Pond Capital, LP initiated holding in Lowe's Companies Inc. The purchase prices were between $106.3 and $120.23, with an estimated average price of $114.57. The stock is now traded at around $125.42. The impact to a portfolio due to this purchase was 2.24%. The holding were 730,000 shares as of .

New Purchase: CyrusOne Inc (CONE)

Long Pond Capital, LP initiated holding in CyrusOne Inc. The purchase prices were between $60.9 and $79.33, with an estimated average price of $68.34. The stock is now traded at around $67.72. The impact to a portfolio due to this purchase was 1.89%. The holding were 1,127,616 shares as of .

New Purchase: Healthpeak Properties Inc (PEAK)

Long Pond Capital, LP initiated holding in Healthpeak Properties Inc. The purchase prices were between $32.03 and $37.93, with an estimated average price of $34.95. The stock is now traded at around $37.31. The impact to a portfolio due to this purchase was 1.48%. The holding were 1,672,358 shares as of .

New Purchase: Pebblebrook Hotel Trust (PEB)

Long Pond Capital, LP initiated holding in Pebblebrook Hotel Trust. The purchase prices were between $24.89 and $27.47, with an estimated average price of $26.35. The stock is now traded at around $25.16. The impact to a portfolio due to this purchase was 1.45%. The holding were 2,109,376 shares as of .

New Purchase: CareTrust REIT Inc (CTRE)

Long Pond Capital, LP initiated holding in CareTrust REIT Inc. The purchase prices were between $19.5 and $24.55, with an estimated average price of $21.83. The stock is now traded at around $23.23. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,039,727 shares as of .

Added: Sabra Health Care REIT Inc (SBRA)

Long Pond Capital, LP added to a holding in Sabra Health Care REIT Inc by 173.26%. The purchase prices were between $20.56 and $24.6, with an estimated average price of $22.37. The stock is now traded at around $22.29. The impact to a portfolio due to this purchase was 3.03%. The holding were 8,730,752 shares as of .

Added: JBG SMITH Properties (JBGS)

Long Pond Capital, LP added to a holding in JBG SMITH Properties by 132.59%. The purchase prices were between $38.6 and $40.54, with an estimated average price of $39.58. The stock is now traded at around $42.19. The impact to a portfolio due to this purchase was 1.56%. The holding were 2,682,038 shares as of .

Added: Apartment Investment & Management Co (AIV)

Long Pond Capital, LP added to a holding in Apartment Investment & Management Co by 107.38%. The purchase prices were between $50.45 and $55.23, with an estimated average price of $53.03. The stock is now traded at around $54.80. The impact to a portfolio due to this purchase was 1.5%. The holding were 2,183,814 shares as of .

Added: The Madison Square Garden Co (MSG)

Long Pond Capital, LP added to a holding in The Madison Square Garden Co by 29.42%. The purchase prices were between $260.15 and $297.24, with an estimated average price of $275.64. The stock is now traded at around $307.49. The impact to a portfolio due to this purchase was 1.31%. The holding were 766,153 shares as of .

Added: Wyndham Hotels & Resorts Inc (WH)

Long Pond Capital, LP added to a holding in Wyndham Hotels & Resorts Inc by 123.22%. The purchase prices were between $48.96 and $63.22, with an estimated average price of $55.78. The stock is now traded at around $58.93. The impact to a portfolio due to this purchase was 1.05%. The holding were 1,183,601 shares as of .

Added: Alexander's Inc (ALX)

Long Pond Capital, LP added to a holding in Alexander's Inc by 502.86%. The purchase prices were between $314.67 and $359.91, with an estimated average price of $333.43. The stock is now traded at around $319.20. The impact to a portfolio due to this purchase was 0.58%. The holding were 82,526 shares as of .

Sold Out: Liberty Property Trust (LPT)

Long Pond Capital, LP sold out a holding in Liberty Property Trust. The sale prices were between $50.26 and $62.23, with an estimated average price of $57.48.

Sold Out: SL Green Realty Corp (SLG)

Long Pond Capital, LP sold out a holding in SL Green Realty Corp. The sale prices were between $78.9 and $92.9, with an estimated average price of $85.19.

Sold Out: Host Hotels & Resorts Inc (HST)

Long Pond Capital, LP sold out a holding in Host Hotels & Resorts Inc. The sale prices were between $16.31 and $18.86, with an estimated average price of $17.33.

Sold Out: Eagle Materials Inc (EXP)

Long Pond Capital, LP sold out a holding in Eagle Materials Inc. The sale prices were between $87.42 and $95.44, with an estimated average price of $91.66.

Sold Out: Las Vegas Sands Corp (LVS)

Long Pond Capital, LP sold out a holding in Las Vegas Sands Corp. The sale prices were between $53.47 and $69.94, with an estimated average price of $62.6.

Sold Out: VEREIT Inc (VER)

Long Pond Capital, LP sold out a holding in VEREIT Inc. The sale prices were between $9.09 and $10.05, with an estimated average price of $9.58.



Here is the complete portfolio of Long Pond Capital, LP. Also check out:

1. Long Pond Capital, LP's Undervalued Stocks
2. Long Pond Capital, LP's Top Growth Companies, and
3. Long Pond Capital, LP's High Yield stocks
4. Stocks that Long Pond Capital, LP keeps buying

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