Long Pond (John Khoury) discloses updated portfolio positions in 13F filing: new positions in VER, DHI, RF, SLG; closed positions in TPH, GGP
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: VER (~19.22 mln shares), DHI (~6.03 mln), RF (~2.39 mln), SLG (~1.71 mln), FOR (~0.66 mln)
- Increased positions in: SRC (to ~7.46 mln shares from ~1.53 mln shares), AIV (to ~6.4 mln from ~1.56 mln), RPAI (to ~13.28 mln from ~9.75 mln), PGRE (to ~14.2 mln from ~11.21 mln), WFC (to ~1.54 mln from ~1.1 mln) CLGX (to ~0.96 mln from ~0.56 mln),
- Maintained positions in: TCO (~3.46 mln shares), H (~2.66 mln shares), MAC (~2.1 mln shares)
- Closed positions in: TPH (from ~4.05 mln shares), GGP (from ~3.13 mln), CZR (from ~2.82 mln), LEN (from ~1.29 mln), QCP (from ~1.25 mln), REG (from ~1.06 mln)
- Decreased positions in: EQR (to ~1.79 mln shares from ~5.06 mln shares), FCE.A (to ~3.49 mln from ~5.49 mln), LOW (to ~0.93 mln from ~1.37 mln), LQ (to ~1.52 mln from ~1.82 mln), MSG (to ~0.47 mln from ~0.77 mln)