0000868491-19-000011.txt : 20190809
0000868491-19-000011.hdr.sgml : 20190809
20190809153628
ACCESSION NUMBER: 0000868491-19-000011
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190809
DATE AS OF CHANGE: 20190809
EFFECTIVENESS DATE: 20190809
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: 191012810
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
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0000868491
XXXXXXXX
06-30-2019
06-30-2019
CAPITAL GROWTH MANAGEMENT LP
ONE INTERNATIONAL PLACE
45TH FLOOR
BOSTON
MA
02110
13F HOLDINGS REPORT
028-03985
N
G. Kenneth Heebner
President of General Partner
617-737-3225
G. Kenneth Heebner
Boston
MA
08-09-2019
0
42
1423468
false
INFORMATION TABLE
2
cgm13f06302019informationt.xml
INFORMATION TABLE
ADVANCED MICRO DEVICES INC
COMMON
007903107
25359
835000
SH
SOLE
835000
0
0
ALEXANDRIA REAL ESTATE EQUITY
COMMON
015271109
30334
215000
SH
SOLE
215000
0
0
AMBEV SA
COMMON
02319V103
10274
2200000
SH
SOLE
2200000
0
0
AMERICAN HOMES 4 RENT
COMMON
02665T306
10210
420000
SH
SOLE
420000
0
0
AMERICAN TOWER CORP NEW
COMMON
03027X100
35779
175000
SH
SOLE
175000
0
0
AMERICOLD RLTY TRUST
COMMON
03064D108
24639
760000
SH
SOLE
760000
0
0
BANCO BRADESCO S A
COMMON
059460303
158220
16112000
SH
SOLE
16112000
0
0
BANCO SANTANDER BRASIL S A
COMMON
05967A107
61427
5175000
SH
SOLE
5175000
0
0
BEST BUY INC
COMMON
086516101
8019
115000
SH
SOLE
115000
0
0
CARMAX INC
COMMON
143130102
33430
385000
SH
SOLE
385000
0
0
COMPANHIA SIDERURGICA NACIONAL
COMMON
20440W105
8620
2000000
SH
SOLE
2000000
0
0
Corecivic Inc.
COMMON
21871N101
34358
1655000
SH
SOLE
1655000
0
0
CROWN CASTLE INTL CORP
COMMON
22822V101
35846
275000
SH
SOLE
275000
0
0
DELTA AIR LINES INC DEL
COMMON
247361702
2838
50000
SH
SOLE
50000
0
0
DOLLAR TREE INC
COMMON
256746108
8591
80000
SH
SOLE
80000
0
0
FEDERAL REALTY INVT TRUST
COMMON
313747206
10945
85000
SH
SOLE
85000
0
0
GEO GROUP INC NEW
COMMON
36162J106
35339
1682000
SH
SOLE
1682000
0
0
HARRIS CORP.
COMMON
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34989
185000
SH
SOLE
185000
0
0
INVITATION HOMES INC
COMMON
46187W107
18978
710000
SH
SOLE
710000
0
0
ITAU UNIBANCO HOLDING S. A.
COMMON
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129007
13695000
SH
SOLE
13695000
0
0
KKR REAL ESTATE FIN TR INC
COMMON
48251K100
34541
1734000
SH
SOLE
1734000
0
0
KIMCO REALTY CORP
COMMON
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28644
1550000
SH
SOLE
1550000
0
0
LEVI STRAUSS & CO NEW
COMMON
52736R102
11066
530000
SH
SOLE
530000
0
0
LOCKHEED MARTIN CORP
COMMON
539830109
45806
126000
SH
SOLE
126000
0
0
MICROSOFT CORP
COMMON
594918104
43403
324000
SH
SOLE
324000
0
0
NVR INC
COMMON
62944T105
49880
14800
SH
SOLE
14800
0
0
NEW RESIDENTIAL INVT CORP
COMMON
64828T201
35397
2300000
SH
SOLE
2300000
0
0
NORTHROP GRUMMAN CORP
COMMON
666807102
21325
66000
SH
SOLE
66000
0
0
ORACLE CORP
COMMON
68389X105
42728
750000
SH
SOLE
750000
0
0
PBF ENERGY INC
COMMON
69318G106
12207
390000
SH
SOLE
390000
0
0
PVH CORP
COMMON
693656100
2839
30000
SH
SOLE
30000
0
0
PETROLEO BRASILEIRO SA PE
COMMON
71654V408
135459
8700000
SH
SOLE
8700000
0
0
PROLOGIS
COMMON
74340W103
31239
390000
SH
SOLE
390000
0
0
PULTE HOMES INC
COMMON
745867101
2846
90000
SH
SOLE
90000
0
0
QUANTA SVCS INC
COMMON
74762E102
5919
155000
SH
SOLE
155000
0
0
REGENCY CTRS CORP
COMMON
758849103
35038
525000
SH
SOLE
525000
0
0
RETAIL OPPORTUNITY INVTS
COMMON
76131N101
35373
2065000
SH
SOLE
2065000
0
0
SINCLAIR BROADCAST GROUP
COMMON
829226109
33680
628000
SH
SOLE
628000
0
0
SITE CENTERS CORP
COMMON
82981J109
19132
1445000
SH
SOLE
1445000
0
0
TARGET CORP
COMMON
87612E106
35943
415000
SH
SOLE
415000
0
0
TIM PARTICIPACOES S A
COMMON
88706P205
6587
440000
SH
SOLE
440000
0
0
TURQUOISE HILL RES LTD
COMMON
900435108
37214
30011000
SH
SOLE
30011000
0
0