Long Pond Capital’s WILLIAM LYON HOMES WLH Stock Holding History

Long Pond Capital’s Portfolio WLH Stock Details WLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,137,924	Closed	-$22.7M	–	45
2019 Q4	$22.7M	Sell	1,137,924 -2,050,019	-64%	-$41.9M	0.58%	28
2019 Q3	$64.9M	Buy	3,187,943 +705,917	+28%	+$13.2M	1.69%	21
2019 Q2	$45.2M	Buy	2,482,026 +85,000	+4%	+$1.53M	1.36%	20
2019 Q1	$36.8M	Buy	2,397,026 +146,774	+7%	+$2.02M	1.28%	20
2018 Q4	$24.1M	Buy	2,250,252 +925,065	+70%	+$11.8M	0.94%	24
2018 Q3	$21.1M	Buy	+1,325,187	New	+$27.6M	0.55%	35

Other funds holding WLH

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Long Pond Capital's WLH Position: Q1 2020 in Review

Long Pond Capital sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 1,137,924 shares — an estimated $22.7M sold.

Long Pond Capital first reported a position in WLH in Q3 2018 and held it in 6 quarters. The position peaked at $64.9M in Q3 2019. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

Long Pond Capital reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
Long Pond Capital sold 1,137,924 WILLIAM LYON HOMES shares in Q1 2020, an estimated $22.7M.
Long Pond Capital first reported a position in WILLIAM LYON HOMES in Q3 2018 and held it in 6 quarters.
Long Pond Capital's WILLIAM LYON HOMES position peaked at $64.9M in Q3 2019.
1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Long Pond Capital's 13F filing for Q1 2020, filed 15 May 2020.