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