0000868491-15-000011.txt : 20150813 0000868491-15-000011.hdr.sgml : 20150813 20150813161636 ACCESSION NUMBER: 0000868491-15-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150813 DATE AS OF CHANGE: 20150813 EFFECTIVENESS DATE: 20150813 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: 151050908 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 06-30-2015 06-30-2015 CAPITAL GROWTH MANAGEMENT LP

ONE INTERNATIONAL PLACE 45TH FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-03985 N David C. Fietze 617-737-3225 David C. Fietze Boston MA 08-13-2015 0 57 3491669 false INFORMATION TABLE 2 cgm13f06302015informationt.xml INFORMATION TABLE AMAG PHARMACEUTICALS INC COMMON 00163U106 36049 522000 SH SOLE 522000 0 0 ACUITY BRANDS INC COMMON 00508Y102 95389 530000 SH SOLE 530000 0 0 AMERICAN INTL GROUP INC COMMON 026874784 1855 30000 SH SOLE 30000 0 0 AMERIPRISE FINL INC COMMON 03076C106 18740 150000 SH SOLE 150000 0 0 BANK OF AMERICA CORPORATI COMMON 060505104 23317 1370000 SH SOLE 1370000 0 0 CBRE GROUP INC COMMON 12504L109 76775 2075000 SH SOLE 2075000 0 0 CELGENE CORP COMMON 151020104 12731 110000 SH SOLE 110000 0 0 CENTURY CMNTYS INC COMMON 156504300 6844 340000 SH SOLE 340000 0 0 CHOICE HOTELS INTL INC COMMON 169905106 9656 178000 SH SOLE 178000 0 0 CITIGROUP INC COMMON 172967424 223170 4040000 SH SOLE 4040000 0 0 CUBESMART COMMON 229663109 30224 1305000 SH SOLE 1305000 0 0 D R HORTON INC COMMON 23331A109 248235 9072900 SH SOLE 9072900 0 0 DISNEY WALT CO COMMON 254687106 41090 360000 SH SOLE 360000 0 0 E TRADE FINANCIAL CORP COMMON 269246401 40133 1340000 SH SOLE 1340000 0 0 EQUITY RESIDENTIAL COMMON 29476L107 34383 490000 SH SOLE 490000 0 0 ESSEX PPTY TR INC COMMON 297178105 55250 260000 SH SOLE 260000 0 0 EXTENDED STAY AMER INC UNIT 30224P200 12576 670000 SH SOLE 670000 0 0 EXTRA SPACE STORAGE INC COMMON 30225T102 60655 930000 SH SOLE 930000 0 0 FORD MTR CO DEL COMMON 345370860 65744 4380000 SH SOLE 4380000 0 0 G-III APPAREL GROUP LTD COMMON 36237H101 11960 170000 SH SOLE 170000 0 0 GOLDMAN SACHS GROUP INC COMMON 38141G104 151999 728000 SH SOLE 728000 0 0 GRAY TELEVISION INC COMMON 389375106 12858 820000 SH SOLE 820000 0 0 HFF INC COMMON 40418F108 46738 1120000 SH SOLE 1120000 0 0 HOME DEPOT INC COMMON 437076102 24449 220000 SH SOLE 220000 0 0 HYATT HOTELS CORP COMMON 448579102 46486 820000 SH SOLE 820000 0 0 INTERCONTINENTAL HOTELS G COMMON 45857P509 58262 1440000 SH SOLE 1440000 0 0 JP MORGAN CHASE & CO COMMON 46625H100 38623 570000 SH SOLE 570000 0 0 JONES LANG LASALLE INC COMMON 48020Q107 136800 800000 SH SOLE 800000 0 0 LA QUINTA HLDGS INC COMMON 50420D108 58724 2570000 SH SOLE 2570000 0 0 LENNAR CORP CL A 526057104 346051 6780000 SH SOLE 6780000 0 0 LYON WILLIAM HOMES COMMON 552074700 28006 1091000 SH SOLE 1091000 0 0 MARCUS & MILLICHAP INC COMMON 566324109 32713 709000 SH SOLE 709000 0 0 MARTIN MARIETTA MATLS INC COMMON 573284106 75000 530000 SH SOLE 530000 0 0 MERITAGE HOME CORP. COMMON 59001A102 16482 350000 SH SOLE 350000 0 0 METLIFE INC COMMON 59156R108 101342 1810000 SH SOLE 1810000 0 0 MORGAN STANLEY COMMON 617446448 253299 6530000 SH SOLE 6530000 0 0 NVR INC COMMON 62944T105 13400 10000 SH SOLE 10000 0 0 POLARIS INDS INC COMMON 731068102 123524 834000 SH SOLE 834000 0 0 PRUDENTIAL FINL INC COMMON 744320102 82706 945000 SH SOLE 945000 0 0 PUBLIC STORAGE INC COMMON 74460D109 25812 140000 SH SOLE 140000 0 0 QORVO INC COMMON 74736K101 20068 250000 SH SOLE 250000 0 0 REALOGY HLDGS CORP COMMON 75605Y106 41114 880000 SH SOLE 880000 0 0 RYLAND GROUP INC COMMON 783764103 20403 440000 SH SOLE 440000 0 0 SCHWAB CHARLES CORP NEW COMMON 808513105 100888 3090000 SH SOLE 3090000 0 0 SKECHERS U S A INC COMMON 830566105 12077 110000 SH SOLE 110000 0 0 SKYWORKS SOLUTIONS INC COMMON 83088M102 32792 315000 SH SOLE 315000 0 0 TD AMERITRADE HLDG CORP COMMON 87236Y108 26879 730000 SH SOLE 730000 0 0 TRI POINTE GROUP INC COMMON 87265H109 25551 1670000 SH SOLE 1670000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 10994 540000 SH SOLE 540000 0 0 TOLL BROTHERS INC COMMON 889478103 240597 6300000 SH SOLE 6300000 0 0 V F CORP COMMON 918204108 22317 320000 SH SOLE 320000 0 0 VISA INC COMMON 92826C839 28203 420000 SH SOLE 420000 0 0 WCI CMNTYS INC COMMON 92923C807 7317 300000 SH SOLE 300000 0 0 WELLS FARGO & CO NEW COMMON 949746101 3374 60000 SH SOLE 60000 0 0 LAZARD LTD MLP G54050102 46679 830000 SH SOLE 830000 0 0 NORWEGIAN CRUISE LINE HLD COMMON G66721104 55480 990000 SH SOLE 990000 0 0 ROYAL CARIBBEAN CRUISES L COMMON V7780T103 18886 240000 SH SOLE 240000 0 0