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