Long Pond (John Khoury) discloses updated portfolio positions in 13F filing: Notable new positions include NYRT, VNO, CXP; Closed RF, LOW, LSI
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: NYRT (~11.23 mln shares), QCP (~1.08 mln), VNO (~0.84 mln), KRC (~0.82 mln), JBGS (~0.5 mln), CXP (~0.1 mln)
- Increased positions in: SRC (to ~14.99 mln shares from ~7.46 mln shares), FOR (to ~2.13 mln from ~0.66 mln), SLG (to ~2.74 mln from ~1.71 mln), H (to ~3.04 mln from ~2.66 mln), BXP (to ~0.4 mln from ~0.19 mln)
- Maintained positions in: PGRE (~14.61 mln shares), AIV (~5.93 mln)
- Closed positions in: FCE.A (from ~3.49 mln shares), RF (from ~2.39 mln), LOW (from ~0.93 mln), LSI (from ~0.3 mln)
- Decreased positions in: VER (to ~2.77 mln shares from ~19.22 mln shares), RPAI (to ~11.81 mln from ~13.28 mln), EQR (to ~1 mln from ~1.79 mln), CLGX (to ~0.23 mln from ~0.96 mln), TCO (to ~3.03 mln from ~3.46 mln), LQ (to ~1.16 mln from ~1.52 mln), MAC (to ~1.78 mln from ~2.1 mln), MSG (to ~0.32 mln from ~0.47 mln)