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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 York, NY, based Investment company Long Pond Capital, LP buys Owens-Corning Inc, Hyatt Hotels Corp, Lowe's Inc, Paramount Group Inc, Eagle Materials Inc, Americold Realty Trust, Extended Stay America Inc, Wynn Resorts, Lennar Corp, PennyMac Financial Services Inc, KB Home, Cushman & Wakefield PLC, SL Green Realty Corp, Spirit Realty Capital Inc, Playa Hotels & Resorts NV, Cavco Industries Inc, MGM Resorts International, Mack-Cali Realty Corp, Essential Properties Realty Trust Inc, Equity Residential, Toll Brothers Inc, Mid-America Apartment Communities Inc, sells Hilton Worldwide Holdings Inc, Caesars Entertainment Corp, Sherwin-Williams Co, Marriott International Inc, Mohawk Industries Inc, Taylor Morrison Home Corp, Rexford Industrial Realty Inc, Wyndham Hotels & Resorts Inc, SPDR Dow Jones Industrial Average, Summit Materials Inc, Marriott Vacations Worldwide Corp, Kilroy Realty Corp, Liberty Property Trust, PennyMac Financial Services Inc, PennyMac Financial Services Inc, The Home Depot Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Long Pond Capital, LP. As of 2019Q1, Long Pond Capital, LP owns 37 stocks with a total value of $2.9 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) - 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%
New Purchase: Owens-Corning Inc (OC)

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 .

New Purchase: Lowe's Companies Inc (LOW)

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 .

New Purchase: Paramount Group Inc (PGRE)

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 .

New Purchase: Eagle Materials Inc (EXP)

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 .

New Purchase: Americold Realty Trust (COLD)

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 .

New Purchase: Extended Stay America Inc (STAY)

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 .

Added: Hyatt Hotels Corp (H)

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 .

Added: Lennar Corp (LEN)

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 .

Added: SL Green Realty Corp (SLG)

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 .

Added: MGM Resorts International (MGM)

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 .

Sold Out: Sherwin-Williams Co (SHW)

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.

Sold Out: Marriott International Inc (MAR)

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.

Sold Out: Mohawk Industries Inc (MHK)

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.

Sold Out: Taylor Morrison Home Corp (TMHC)

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.

Sold Out: Rexford Industrial Realty Inc (REXR)

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.

Sold Out: SPDR Dow Jones Industrial Average (DIA)

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.



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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