0000868491-16-000028.txt : 20161110 0000868491-16-000028.hdr.sgml : 20161110 20161110154054 ACCESSION NUMBER: 0000868491-16-000028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161110 DATE AS OF CHANGE: 20161110 EFFECTIVENESS DATE: 20161110 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: 161987814 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 09-30-2016 09-30-2016 CAPITAL GROWTH MANAGEMENT LP

ONE INTERNATIONAL PLACE 45TH FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-03985 N G. Kenneth Heebner 617-737-3225 G. Kenneth Heebner Boston MA 11-10-2016 0 61 2120335 false INFORMATION TABLE 2 cgm13f09302016informationt.xml INFORMATION TABLE AMN HEALTHCARE SERVICES INC COMMON 001744101 6374 200000 SH SOLE 200000 0 0 ADOBE SYS INC COMMON 00724F101 50797 468000 SH SOLE 468000 0 0 ADVANCED MICRO DEVICES INC COMMON 007903107 6910 1000000 SH SOLE 1000000 0 0 ALPHABET INC. COMMON 02079K107 53788 69200 SH SOLE 69200 0 0 AMERICAN HOMES 4 RENT COMMON 02665T306 48041 2220000 SH SOLE 2220000 0 0 ANGLO AMERN PLC COMMON 03485P300 9450 1500000 SH SOLE 1500000 0 0 APPLIED MATLS INC COMMON 038222105 66933 2220000 SH SOLE 2220000 0 0 BANK OF AMERICA CORPORATION COMMON 060505104 133964 8560000 SH SOLE 8560000 0 0 BHP BILLITON LTD COMMON 088606108 41580 1200000 SH SOLE 1200000 0 0 CENTURY CMNTYS INC COMMON 156504300 5055 235000 SH SOLE 235000 0 0 CITIGROUP INC COMMON 172967424 153498 3250000 SH SOLE 3250000 0 0 COLONY STARWOOD HOMES COMMON 19625X102 40180 1400000 SH SOLE 1400000 0 0 COMMUNICATIONS SALES & LEASING COMMON 20341J104 2513 80000 SH SOLE 80000 0 0 CONTINENTAL RESOURCES INC COMMON 212015101 12470 240000 SH SOLE 240000 0 0 CORESITE RLTY CORP COMMON 21870Q105 7034 95000 SH SOLE 95000 0 0 CYRUSONE INC COMMON 23283R100 16174 340000 SH SOLE 340000 0 0 D R HORTON INC COMMON 23331A109 69460 2300000 SH SOLE 2300000 0 0 DIGITAL RLTY TR INC COMMON 253868103 16510 170000 SH SOLE 170000 0 0 DYCOM INDS INC COMMON 267475101 818 10000 SH SOLE 10000 0 0 EOG RES INC COMMON 26875P101 4836 50000 SH SOLE 50000 0 0 EPR Properties COMMON 26884U109 11811 150000 SH SOLE 150000 0 0 EQUINIX INC COMMON 29444U700 9006 25000 SH SOLE 25000 0 0 FEDEX CORP COMMON 31428X106 24455 140000 SH SOLE 140000 0 0 FOUR CORNERS PPTY TR INC COMMON 35086T109 2560 120000 SH SOLE 120000 0 0 FREEPORT-MCMORAN COPPER & GOLD INC COMMON 35671D857 20091 1850000 SH SOLE 1850000 0 0 GOLDMAN SACHS GROUP INC COMMON 38141G104 41124 255000 SH SOLE 255000 0 0 JP MORGAN CHASE & CO COMMON 46625H100 66257 995000 SH SOLE 995000 0 0 KB HOME COMMON 48666K109 1612 100000 SH SOLE 100000 0 0 LGI HOMES INC COMMON 50187T106 23762 645000 SH SOLE 645000 0 0 LAM RESEARCH CORP COMMON 512807108 50196 530000 SH SOLE 530000 0 0 LENNAR CORP CL A 526057104 79176 1870000 SH SOLE 1870000 0 0 LYON WILLIAM HOMES COMMON 552074700 18940 1021000 SH SOLE 1021000 0 0 MARTIN MARIETTA MATLS INC COMMON 573284106 104779 585000 SH SOLE 585000 0 0 METLIFE INC COMMON 59156R108 7109 160000 SH SOLE 160000 0 0 MICRON TECHNOLOGY INC COMMON 595112103 63297 3560000 SH SOLE 3560000 0 0 MIDDLEBY CORP COMMON 596278101 5192 42000 SH SOLE 42000 0 0 MORGAN STANLEY COMMON 617446448 127278 3970000 SH SOLE 3970000 0 0 NVR INC COMMON 62944T105 45096 27500 SH SOLE 27500 0 0 NETEASE COM INC COMMON 64110W102 27690 115000 SH SOLE 115000 0 0 NVIDIA CORP COMMON 67066G104 41112 600000 SH SOLE 600000 0 0 PARSLEY ENERGY INC COMMON 701877102 15080 450000 SH SOLE 450000 0 0 PETROLEO BRASILEIRO SA PE COMMON 71654V408 5598 600000 SH SOLE 600000 0 0 POTLATCH CORP NEW COMMON 737630103 1556 40000 SH SOLE 40000 0 0 QTS RLTY TR INC COMMON 74736A103 10570 200000 SH SOLE 200000 0 0 RIO TINTO PLC COMMON 767204100 25050 750000 SH SOLE 750000 0 0 SCHWAB CHARLES CORP NEW COMMON 808513105 4104 130000 SH SOLE 130000 0 0 SILVER BAY RLTY TR CORP COMMON 82735Q102 27645 1577000 SH SOLE 1577000 0 0 STAMPS COM INC COMMON 852857200 945 10000 SH SOLE 10000 0 0 TRI POINTE GROUP INC COMMON 87265H109 15618 1185000 SH SOLE 1185000 0 0 TATA MTRS LTD COMMON 876568502 27586 690000 SH SOLE 690000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 2552 145000 SH SOLE 145000 0 0 TECH DATA CORP COMMON 878237106 14401 170000 SH SOLE 170000 0 0 VALE S A COMMON 91912E105 51150 9300000 SH SOLE 9300000 0 0 VULCAN MATLS CO COMMON 929160109 111910 984000 SH SOLE 984000 0 0 WESTERN DIGITAL CORP COMMON 958102105 58938 1008000 SH SOLE 1008000 0 0 WESTROCK CO COMMON 96145D105 18422 380000 SH SOLE 380000 0 0 WEYERHAEUSER CO COMMON 962166104 42480 1330000 SH SOLE 1330000 0 0 WHIRLPOOL CORP COMMON 963320106 56756 350000 SH SOLE 350000 0 0 HERBALIFE LTD COMMON G4412G101 33475 540000 SH SOLE 540000 0 0 HORIZON PHARMA PLC COMMON G4617B105 18130 1000000 SH SOLE 1000000 0 0 MALLINCKRODT PUB LTD CO COMMON G5785G107 61441 880500 SH SOLE 880500 0 0