Long Pond Capital, LP Buys Owens-Corning Inc, Hyatt Hotels Corp, Lowe's Inc, Sells Hilton Worldwide Holdings Inc, Caesars Entertainment Corp, Sherwin-Williams Co

• New Purchases: OC, LOW, PGRE, EXP, COLD, STAY, WYNN, PFSI, KBH, CWK, SRC, PLYA, CLI, CVCO, EPRT, EQR, TOL, MAA,
• Added Positions: H, VNO, LEN, HGV, SLG, MGM, HPP, DRH, WLH,
• Reduced Positions: HLT, CZR, WH, DHI, AMH, JBGS, CCS,
• Sold Out: SHW, MAR, MHK, TMHC, REXR, DIA, SUM, VAC, KRC, LPT, 1AC, 1AC, HD,

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

1. D.R. Horton Inc (DHI) - 12,339,713 shares, 17.80% of the total portfolio. Shares reduced by 4.57%
2. Hilton Worldwide Holdings Inc (HLT) - 2,763,291 shares, 8.00% of the total portfolio. Shares reduced by 43.47%
3. Hudson Pacific Properties Inc (HPP) - 6,249,674 shares, 7.50% of the total portfolio. Shares added by 3.83%
4. Vornado Realty Trust (VNO) - 2,763,566 shares, 6.50% of the total portfolio. Shares added by 15.69%
5. Hilton Grand Vacations Inc (HGV) - 5,867,092 shares, 6.31% of the total portfolio. Shares added by 9.62%

Long Pond Capital, LP initiated holding in Owens-Corning Inc. The purchase prices were between $43.18 and $55.44, with an estimated average price of $48.91. The stock is now traded at around $49.32. The impact to a portfolio due to this purchase was 5.27%. The holding were 3,208,385 shares as of .

Long Pond Capital, LP initiated holding in Lowe's Companies Inc. The purchase prices were between $91.17 and $109.47, with an estimated average price of $99.68. The stock is now traded at around $105.75. The impact to a portfolio due to this purchase was 3.21%. The holding were 841,548 shares as of .

Long Pond Capital, LP initiated holding in Paramount Group Inc. The purchase prices were between $12.26 and $14.92, with an estimated average price of $14.08. The stock is now traded at around $14.56. The impact to a portfolio due to this purchase was 3.11%. The holding were 6,278,285 shares as of .

Long Pond Capital, LP initiated holding in Eagle Materials Inc. The purchase prices were between $61.03 and $84.3, with an estimated average price of $72.06. The stock is now traded at around $87.72. The impact to a portfolio due to this purchase was 1.59%. The holding were 539,935 shares as of .

Long Pond Capital, LP initiated holding in Americold Realty Trust. The purchase prices were between $24.92 and $30.73, with an estimated average price of $28.7. The stock is now traded at around $30.95. The impact to a portfolio due to this purchase was 1.06%. The holding were 1,000,000 shares as of .

Long Pond Capital, LP initiated holding in Extended Stay America Inc. The purchase prices were between $15.18 and $19.44, with an estimated average price of $17.35. The stock is now traded at around $17.99. The impact to a portfolio due to this purchase was 0.98%. The holding were 1,558,713 shares as of .

Long Pond Capital, LP added to a holding in Hyatt Hotels Corp by 215.59%. The purchase prices were between $64.57 and $75.3, with an estimated average price of $70.8. The stock is now traded at around $76.37. The impact to a portfolio due to this purchase was 4.3%. The holding were 2,486,840 shares as of .

Long Pond Capital, LP added to a holding in Lennar Corp by 21.13%. The purchase prices were between $39.15 and $51.67, with an estimated average price of $46.62. The stock is now traded at around $52.75. The impact to a portfolio due to this purchase was 0.69%. The holding were 2,327,633 shares as of .

Long Pond Capital, LP added to a holding in SL Green Realty Corp by 38.28%. The purchase prices were between $77.46 and $93.47, with an estimated average price of $89.38. The stock is now traded at around $85.34. The impact to a portfolio due to this purchase was 0.47%. The holding were 546,211 shares as of .

Long Pond Capital, LP added to a holding in MGM Resorts International by 37.96%. The purchase prices were between $24.26 and $29.75, with an estimated average price of $27.41. The stock is now traded at around $25.93. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,409,400 shares as of .

Long Pond Capital, LP sold out a holding in Sherwin-Williams Co. The sale prices were between $380.39 and $440.32, with an estimated average price of $417.13.

Long Pond Capital, LP sold out a holding in Marriott International Inc. The sale prices were between $101.74 and $128.84, with an estimated average price of $117.45.

Long Pond Capital, LP sold out a holding in Mohawk Industries Inc. The sale prices were between $116.9 and $143.14, with an estimated average price of $130.07.

Long Pond Capital, LP sold out a holding in Taylor Morrison Home Corp. The sale prices were between $15.9 and $19.76, with an estimated average price of $17.82.

Long Pond Capital, LP sold out a holding in Rexford Industrial Realty Inc. The sale prices were between $28.52 and $35.9, with an estimated average price of $33.58.

Long Pond Capital, LP sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $225.33 and $260.18, with an estimated average price of $250.55.