Long Pond (John Khoury) discloses updated portfolio positions in 13F filing: new TPH GGP MAC LQ positions, closed out MAR SGM
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: TPH (~4.05 mln shares), GGP (~3.13 mln), MAC (~2.23 mln), LQ (~1.82 mln), AIV (~1.56 mln), SRC (~1.53 mln), LOW (~1.37 mln), REG (~1.06 mln), CLGX (~0.56 mln), BK (~0.48 mln)
- Increased positions in: RPAI (to ~9.75 mln shares from ~4.24 mln shares), TCO (to ~3.42 mln from ~1.94 mln), EQR (to ~5.06 mln from ~4.22 mln), H (to ~2.66 mln from ~2.28 mln), WFC (to ~1.1 mln from ~0.9 mln)
- Maintained positions in: PGRE (~11.21 mln shares), MSG (~0.77 mln)
- Closed positions in: SGM (from ~2.51 mln shares), MAR (from ~1.24 mln), BXMT (from ~1 mln), AVB (from ~0.29 mln), SHW (from ~0.24 mln)
- Decreased positions in: FCE.A (to ~5.49 mln shares from ~10.83 mln shares), QCP (to ~1.25 mln from ~5.95 mln), LEN (to ~1.29 mln from ~3.86 mln), ESS (to ~0.47 mln from ~1.2 mln), UDR (to ~0.65 mln from ~0.85 mln)