0000868491-15-000007.txt : 20150515
0000868491-15-000007.hdr.sgml : 20150515
20150515081304
ACCESSION NUMBER: 0000868491-15-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150515
DATE AS OF CHANGE: 20150515
EFFECTIVENESS DATE: 20150515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPITAL GROWTH MANAGEMENT LP
CENTRAL INDEX KEY: 0000868491
IRS NUMBER: 043076053
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03985
FILM NUMBER: 15865574
BUSINESS ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: 45TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6177373225
MAIL ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: 45TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000868491
XXXXXXXX
03-31-2015
03-31-2015
CAPITAL GROWTH MANAGEMENT LP
ONE INTERNATIONAL PLACE
45TH FLOOR
BOSTON
MA
02110
13F HOLDINGS REPORT
028-03985
N
David C. Fietze
President
617-737-3225
David C. Fietze
Boston
MA
05-15-2015
0
67
3656488
false
INFORMATION TABLE
2
cgm13f03312015informationt.xml
INFORMATION TABLE
AMAG PHARMACEUTICALS INC
COMMON
00163U106
28533
522000
SH
SOLE
522000
0
0
ACUITY BRANDS INC
COMMON
00508Y102
64742
385000
SH
SOLE
385000
0
0
AMERIPRISE FINL INC
COMMON
03076C106
30093
230000
SH
SOLE
230000
0
0
APPLE INC
COMMON
037833100
11821
95000
SH
SOLE
95000
0
0
BANK OF AMERICA CORPORATI
COMMON
060505104
21700
1410000
SH
SOLE
1410000
0
0
BLACKROCK INC
COMMON
09247X101
19390
53000
SH
SOLE
53000
0
0
CBRE GROUP INC
COMMON
12504L109
75291
1945000
SH
SOLE
1945000
0
0
CARMAX INC
COMMON
143130102
7246
105000
SH
SOLE
105000
0
0
CENTURY CMNTYS INC
COMMON
156504300
5026
260000
SH
SOLE
260000
0
0
CHESAPEAKE LODGING TR
COMMON
165240102
20633
609900
SH
SOLE
609900
0
0
CHOICE HOTELS INTL INC
COMMON
169905106
8842
138000
SH
SOLE
138000
0
0
CITIGROUP INC
COMMON
172967424
208141
4040000
SH
SOLE
4040000
0
0
D R HORTON INC
COMMON
23331A109
258396
9072900
SH
SOLE
9072900
0
0
DISNEY WALT CO
COMMON
254687106
37760
360000
SH
SOLE
360000
0
0
EXTENDED STAY AMER INC
UNIT
30224P200
8203
420000
SH
SOLE
420000
0
0
EXTRA SPACE STORAGE INC
COMMON
30225T102
44596
660000
SH
SOLE
660000
0
0
FORD MTR CO DEL
COMMON
345370860
94096
5830000
SH
SOLE
5830000
0
0
G-III APPAREL GROUP LTD
COMMON
36237H101
9575
85000
SH
SOLE
85000
0
0
GENERAL MTRS CORP
COMMON
37045V100
119438
3185000
SH
SOLE
3185000
0
0
HFF INC
COMMON
40418F108
13139
350000
SH
SOLE
350000
0
0
HANESBRANDS INC
COMMON
410345102
9383
280000
SH
SOLE
280000
0
0
HILTON WORLDWIDE
COMMON
43300A104
66645
2250000
SH
SOLE
2250000
0
0
HOME DEPOT INC
COMMON
437076102
92024
810000
SH
SOLE
810000
0
0
HYATT HOTELS CORP
COMMON
448579102
28426
480000
SH
SOLE
480000
0
0
JONES LANG LASALLE INC
COMMON
48020Q107
115872
680000
SH
SOLE
680000
0
0
LA QUINTA HLDGS INC
COMMON
50420D108
15392
650000
SH
SOLE
650000
0
0
LENNAR CORP
CL A
526057104
351272
6780000
SH
SOLE
6780000
0
0
LOWES COS INC
COMMON
548661107
13390
180000
SH
SOLE
180000
0
0
LUMBER LIQUIDATORS HLDGS
COMMON
55003T107
9234
300000
SH
SOLE
300000
0
0
LYON WILLIAM HOMES
COMMON
552074700
21973
851000
SH
SOLE
851000
0
0
MARCUS & MILLICHAP INC
COMMON
566324109
22825
609000
SH
SOLE
609000
0
0
MARINEMAX INC
COMMON
567908108
5302
200000
SH
SOLE
200000
0
0
MARRIOTT INTL INC NEW
COMMON
571903202
83131
1035000
SH
SOLE
1035000
0
0
MARTIN MARIETTA MATLS INC
COMMON
573284106
39144
280000
SH
SOLE
280000
0
0
MASTERCARD INC
COMMON
57636Q104
22461
260000
SH
SOLE
260000
0
0
MERITAGE HOME CORP.
COMMON
59001A102
17024
350000
SH
SOLE
350000
0
0
MORGAN STANLEY
COMMON
617446448
234840
6580000
SH
SOLE
6580000
0
0
NVR INC
COMMON
62944T105
23916
18000
SH
SOLE
18000
0
0
NEW HOME CO INC
COMMON
645370107
941
59000
SH
SOLE
59000
0
0
PVH CORP
COMMON
693656100
23976
225000
SH
SOLE
225000
0
0
PEBBLEBROOK HOTEL TR
COMMON
70509V100
23984
515000
SH
SOLE
515000
0
0
POLARIS INDS INC
COMMON
731068102
90868
644000
SH
SOLE
644000
0
0
THE PRICELINE GROUP INC.
COMMON
741503403
23632
20300
SH
SOLE
20300
0
0
PULTE HOMES INC
COMMON
745867101
27121
1220000
SH
SOLE
1220000
0
0
QORVO INC
COMMON
74736K101
19925
250000
SH
SOLE
250000
0
0
RLJ LODGING TR
COMMON
74965L101
46777
1494000
SH
SOLE
1494000
0
0
RYLAND GROUP INC
COMMON
783764103
21446
440000
SH
SOLE
440000
0
0
RYMAN HOSPITALITY PPTYS I
COMMON
78377T107
53302
875100
SH
SOLE
875100
0
0
SANTANDER CONSUMER USA HD
COMMON
80283M101
38297
1655000
SH
SOLE
1655000
0
0
SKECHERS U S A INC
COMMON
830566105
7910
110000
SH
SOLE
110000
0
0
SKYWORKS SOLUTIONS INC
COMMON
83088M102
66346
675000
SH
SOLE
675000
0
0
SPRINGLEAF HLDGS INC
COMMON
85172J101
31580
610000
SH
SOLE
610000
0
0
STARWOOD HOTELS & RESORTS W
COMMON
85590A401
65548
785000
SH
SOLE
785000
0
0
TRI POINTE HOMES INC
COMMON
87265H109
25768
1670000
SH
SOLE
1670000
0
0
TAYLOR MORRISON HOME CORP
COMMON
87724P106
10425
500000
SH
SOLE
500000
0
0
TOLL BROTHERS INC
COMMON
889478103
247842
6300000
SH
SOLE
6300000
0
0
UNITED RENTALS INC
COMMON
911363109
30994
340000
SH
SOLE
340000
0
0
V F CORP
COMMON
918204108
25605
340000
SH
SOLE
340000
0
0
VISA INC
COMMON
92826C839
27472
420000
SH
SOLE
420000
0
0
WHIRLPOOL CORP
COMMON
963320106
149929
742000
SH
SOLE
742000
0
0
WYNDHAM WORLDWIDE CORP
COMMON
98310W108
52473
580000
SH
SOLE
580000
0
0
LAZARD LTD
MLP
G54050102
43650
830000
SH
SOLE
830000
0
0
NORWEGIAN CRUISE LINE HLD
COMMON
G66721104
32946
610000
SH
SOLE
610000
0
0
SIGNET JEWELERS LIMITED
COMMON
G81276100
6940
50000
SH
SOLE
50000
0
0
FIAT CHRYSLER AUTOMOBILES
COMMON
N31738102
104058
6380000
SH
SOLE
6380000
0
0
NXP SEMICONDUCTORS N V
COMMON
N6596X109
38137
380000
SH
SOLE
380000
0
0
AVAGO TECHNOLOGIES LTD
COMMON
Y0486S104
59681
470000
SH
SOLE
470000
0
0