Long Pond (John Khoury) discloses updated portfolio positions in 13F filing: New CZR LHO BRX BKD DDR positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CZR (~7.03 mln shares), LHO (~5.78 mln), BRX (~4.58 mln), BKD (~2.38 mln), DDR (~2.2 mln), NMRK (~1 mln), FPH (~0.48 mln), AVB (~0.14 mln), LEN (~0.03 mln)
- Increased positions in: VER (to ~17.69 mln shares from ~2.77 mln shares), QCP (to ~3.91 mln from ~1.08 mln), JBGS (to ~3.33 mln from ~0.5 mln), NYRT (to ~12.86 mln from ~11.23 mln), FOR (to ~3.37 mln from ~2.13 mln) TCO (to ~4.12 mln from ~3.03 mln), VNO (to ~1.32 mln from ~0.84 mln) MSG (to ~0.6 mln from ~0.32 mln), EQR (to ~1.2 mln from ~1 mln)
- Maintained positions in: SRC (~14.97 mln shares), PGRE (~14.92 mln shares), AIV (~6.04 mln shares), H (~3.04 mln shares), SLG (~2.63 mln shares)
- Closed positions in: LQ (from ~1.16 mln shares), KRC (from ~0.82 mln), BXP (from ~0.4 mln), HLT (from ~0.34 mln), ATH (from ~0.3 mln), CLGX (from ~0.23 mln), CXP (from ~0.1 mln)
- Decreased positions in: RPAI (to ~7.79 mln shares from ~11.81 mln shares)