Long Pond (John Khoury) discloses updated portfolio positions in 13F filing: New QCP RPAI UDR AVB positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: QCP (~5.95 mln shares), RPAI (~4.24 mln), UDR (~0.85 mln), AVB (~0.29 mln)
- Increased positions in: FCE.A (to ~10.83 mln shares from ~3.63 mln shares), LEN (to ~3.86 mln from ~2.75 mln), CZR (to ~2.82 mln from ~1.74 mln), H (to ~2.28 mln from ~1.86 mln), ESS (to ~1.2 mln from ~0.96 mln) MSG (to ~0.77 mln from ~0.55 mln), SHW (to ~0.24 mln from ~0.12 mln)
- Maintained positions in: PGRE (~11.33 mln shares)
- Closed positions in: BYD (from ~2.83 mln shares), GGP (from ~1.93 mln), LQ (from ~1.89 mln), CAA (from ~0.54 mln), MPW (from ~0.3 mln), MTH (from ~0.14 mln)
- Decreased positions in: BXMT (to ~1 mln shares from ~5.66 mln shares), MAR (to ~1.24 mln from ~2.07 mln), TCO (to ~1.94 mln from ~2.6 mln)