0000868491-20-000004.txt : 20200213
0000868491-20-000004.hdr.sgml : 20200213
20200213163010
ACCESSION NUMBER: 0000868491-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200213
DATE AS OF CHANGE: 20200213
EFFECTIVENESS DATE: 20200213
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: 20611095
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
12-31-2019
12-31-2019
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
02-13-2020
0
48
1237113
false
INFORMATION TABLE
2
cgm13f12312019informationt.xml
INFORMATION TABLE
ABBVIE INC
COMMON
00287Y109
5755
65000
SH
SOLE
65000
0
0
ALEXANDRIA REAL ESTATE EQUITY
COMMON
015271109
31508
195000
SH
SOLE
195000
0
0
ALIBABA GROUP HLDG LTD
COMMON
01609W102
31815
150000
SH
SOLE
150000
0
0
AMERICAN TOWER CORP NEW
COMMON
03027X100
40218
175000
SH
SOLE
175000
0
0
AVALONBAY CMNTYS INC
COMMON
053484101
2097
10000
SH
SOLE
10000
0
0
BANCO BRADESCO S A
COMMON
059460303
39881
4456000
SH
SOLE
4456000
0
0
BANCO SANTANDER BRASIL S A
COMMON
05967A107
37421
3085000
SH
SOLE
3085000
0
0
BANK OF AMERICA CORPORATION
COMMON
060505104
8101
230000
SH
SOLE
230000
0
0
CBRE GROUP INC
COMMON
12504L109
27580
450000
SH
SOLE
450000
0
0
CITIGROUP INC
COMMON
172967424
1598
20000
SH
SOLE
20000
0
0
Corecivic Inc.
COMMON
21871N101
36411
2095000
SH
SOLE
2095000
0
0
CROWN CASTLE INTL CORP
COMMON
22822V101
39091
275000
SH
SOLE
275000
0
0
EQUITY RESIDENTIAL
COMMON
29476L107
1618
20000
SH
SOLE
20000
0
0
ESSEX PPTY TR INC
COMMON
297178105
4513
15000
SH
SOLE
15000
0
0
FREEPORT-MCMORAN COPPER
COMMON
35671D857
3936
300000
SH
SOLE
300000
0
0
GEO GROUP INC NEW
COMMON
36162J106
35828
2157000
SH
SOLE
2157000
0
0
ITAU UNIBANCO HOLDING S. A.
COMMON
465562106
30195
3300000
SH
SOLE
3300000
0
0
JP MORGAN CHASE CO
COMMON
46625H100
14219
102000
SH
SOLE
102000
0
0
JONES LANG LASALLE INC
COMMON
48020Q107
32207
185000
SH
SOLE
185000
0
0
LITHIA MTRS INC
COMMON
536797103
23226
158000
SH
SOLE
158000
0
0
M D C HLDGS INC
COMMON
552676108
60751
1592000
SH
SOLE
1592000
0
0
MARTIN MARIETTA MATLS INC
COMMON
573284106
29362
105000
SH
SOLE
105000
0
0
MERITAGE HOME CORP.
COMMON
59001A102
20166
330000
SH
SOLE
330000
0
0
MICROSOFT CORP
COMMON
594918104
24759
157000
SH
SOLE
157000
0
0
MICRON TECHNOLOGY INC
COMMON
595112103
34957
650000
SH
SOLE
650000
0
0
NETEASE COM INC
COMMON
64110W102
8126
26500
SH
SOLE
26500
0
0
NEW RESIDENTIAL INVT CORP
COMMON
64828T201
29804
1850000
SH
SOLE
1850000
0
0
NOKIA CORP
COMMON
654902204
28567
7700000
SH
SOLE
7700000
0
0
ONEMAIN HLDGS INC
COMMON
68268W103
3372
80000
SH
SOLE
80000
0
0
PETROLEO BRASILEIRO SA PE
COMMON
71654V408
103132
6470000
SH
SOLE
6470000
0
0
PROLOGIS
COMMON
74340W103
29862
335000
SH
SOLE
335000
0
0
QORVO INC
COMMON
74736K101
33126
285000
SH
SOLE
285000
0
0
QUANTA SVCS INC
COMMON
74762E102
5089
125000
SH
SOLE
125000
0
0
RESTORATION HARDWARE HLDG
COMMON
74967X103
30317
142000
SH
SOLE
142000
0
0
SL GREEN RLTY CORP
COMMON
78440X101
26186
285000
SH
SOLE
285000
0
0
SKYWORKS SOLUTIONS INC
COMMON
83088M102
38077
315000
SH
SOLE
315000
0
0
TARGET CORP
COMMON
87612E106
20898
163000
SH
SOLE
163000
0
0
TAYLOR MORRISON HOME CORP
COMMON
87724P106
3388
155000
SH
SOLE
155000
0
0
TECK RESOURCES LTD.
COMMON
878742204
10422
600000
SH
SOLE
600000
0
0
THOR INDS INC
COMMON
885160101
70501
949000
SH
SOLE
949000
0
0
VALE S A
COMMON
91912E105
29040
2200000
SH
SOLE
2200000
0
0
VICI PPTYS INC
COMMON
925652109
24017
940000
SH
SOLE
940000
0
0
VULCAN MATLS CO
COMMON
929160109
33118
230000
SH
SOLE
230000
0
0
WESTERN DIGITAL CORP
COMMON
958102105
14915
235000
SH
SOLE
235000
0
0
WINNEBAGO INDS INC
COMMON
974637100
2914
55000
SH
SOLE
55000
0
0
HORIZON THERAPEUTICS PLC
COMMON
G46188101
30589
845000
SH
SOLE
845000
0
0
SIGNET JEWELERS LIMITED
COMMON
G81276100
35762
1645000
SH
SOLE
1645000
0
0
ROYAL CARIBBEAN CRUISES LTD
COMMON
V7780T103
8678
65000
SH
SOLE
65000
0
0