0000868491-21-000010.txt : 20210513
0000868491-21-000010.hdr.sgml : 20210513
20210513114045
ACCESSION NUMBER: 0000868491-21-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210513
DATE AS OF CHANGE: 20210513
EFFECTIVENESS DATE: 20210513
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: 21918001
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
03-31-2021
03-31-2021
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
MA
05-13-2021
0
56
1095005
false
INFORMATION TABLE
2
information_table.xml
INFORMATION TABLE
Academy Sports and Outdoors, Inc.
Common Stocks
00402L107
21997
815000
SH
SOLE
815000
0
0
American Tower Corporation
Common Stocks
03027X100
9562
40000
SH
SOLE
40000
0
0
Anglo American plc ADR
ADR
03485P300
20843
1050000
SH
SOLE
1050000
0
0
ArcelorMittal
ADR
03938L203
21878
750000
SH
SOLE
750000
0
0
Asbury Automotive Group, Inc.
Common Stocks
043436104
14443
73500
SH
SOLE
73500
0
0
Avis Budget Group, Inc.
Common Stocks
053774105
31918
440000
SH
SOLE
440000
0
0
Bank of America Corporation
Common Stocks
060505104
39077
1010000
SH
SOLE
1010000
0
0
Best Buy Co., Inc.
Common Stocks
086516101
32147
280000
SH
SOLE
280000
0
0
Brixmor Property Group, Inc.
Common Stocks
11120U105
19623
970000
SH
SOLE
970000
0
0
Brunswick Corporation
Common Stocks
117043109
9060
95000
SH
SOLE
95000
0
0
Bunge Limited
Common Stocks
G16962105
10305
130000
SH
SOLE
130000
0
0
Chubb Limited
Common Stocks
H1467J104
11058
70000
SH
SOLE
70000
0
0
Citigroup Inc.
Common Stocks
172967424
34556
475000
SH
SOLE
475000
0
0
Companhia Siderurgica Nacional ADR
ADR
20440W105
27269
4070000
SH
SOLE
4070000
0
0
Crown Castle International Corp.
Common Stocks
22822V101
3443
20000
SH
SOLE
20000
0
0
CubeSmart
Common Stocks
229663109
6431
170000
SH
SOLE
170000
0
0
DiamondRock Hospitality Company
Common Stocks
252784301
15450
1500000
SH
SOLE
1500000
0
0
Domtar Corporation
Common Stocks
257559203
8868
240000
SH
SOLE
240000
0
0
FEDEX Corporation
Common Stocks
31428X106
29824
105000
SH
SOLE
105000
0
0
Forestar Group Inc.
Common Stocks
346232101
14294
614000
SH
SOLE
614000
0
0
Freeport-McMoRan Inc.
Common Stocks
35671D857
24698
750000
SH
SOLE
750000
0
0
Gerdau S.A. ADR
ADR
373737105
23523
4405000
SH
SOLE
4405000
0
0
Group 1 Automotive, Inc.
Common Stocks
398905109
4734
30000
SH
SOLE
30000
0
0
HCA Holdings, Inc.
Common Stocks
40412C101
5650
30000
SH
SOLE
30000
0
0
Host Hotels & Resorts, Inc.
Common Stocks
44107P104
8425
500000
SH
SOLE
500000
0
0
JPMorgan Chase & Co.
Common Stocks
46625H100
36231
238000
SH
SOLE
238000
0
0
Kinross Gold Corporation
Common Stocks
496902404
4669
700000
SH
SOLE
700000
0
0
Kontoor Brands, Inc.
Common Stocks
50050N103
971
20000
SH
SOLE
20000
0
0
Life Storage, Inc.
Common Stocks
53223X107
16331
190000
SH
SOLE
190000
0
0
Morgan Stanley
Common Stocks
617446448
11261
145000
SH
SOLE
145000
0
0
OneMain Holdings, Inc.
Common Stocks
68268W103
34381
640000
SH
SOLE
640000
0
0
Park Hotels & Resorts Inc.
Common Stocks
700517105
27622
1280000
SH
SOLE
1280000
0
0
Pebblebrook Hotel Trust
Common Stocks
70509V100
19432
800000
SH
SOLE
800000
0
0
Polaris Industries Inc.
Common Stocks
731068102
26700
200000
SH
SOLE
200000
0
0
Prudential Financial, Inc.
Common Stocks
744320102
20498
225000
SH
SOLE
225000
0
0
Regency Centers Corporation
Common Stocks
758849103
16162
285000
SH
SOLE
285000
0
0
Rio Tinto plc ADR
ADR
767204100
23295
300000
SH
SOLE
300000
0
0
Ryman Hospitality Properties, Inc.
Common Stocks
78377T107
23253
300000
SH
SOLE
300000
0
0
SBA Communications Corporation
Common Stocks
78410G104
2776
10000
SH
SOLE
10000
0
0
Simon Property Group, Inc.
Common Stocks
828806109
23892
210000
SH
SOLE
210000
0
0
SITE Centers Corp.
Common Stocks
82981J109
20340
1500000
SH
SOLE
1500000
0
0
Southern Copper Corporation
Common Stocks
84265V105
22736
335000
SH
SOLE
335000
0
0
Stellantis N.V.
Common Stocks
N82405106
32912
1850000
SH
SOLE
1850000
0
0
Sunstone Hotel Investors, Inc.
Common Stocks
867892101
25418
2040000
SH
SOLE
2040000
0
0
Tanger Factory Outlet Centers, Inc.
Common Stocks
875465106
22544
1490000
SH
SOLE
1490000
0
0
Tenet Healthcare Corporation
Common Stocks
88033G407
35360
680000
SH
SOLE
680000
0
0
The Howard Hughes Corporation
Common Stocks
44267D107
3044
32000
SH
SOLE
32000
0
0
Thor Industries, Inc.
Common Stocks
885160101
24927
185000
SH
SOLE
185000
0
0
Turquoise Hill Resources Ltd.
Common Stocks
900435207
23781
1478000
SH
SOLE
1478000
0
0
Urban Edge Properties
Common Stocks
91704F104
21146
1280000
SH
SOLE
1280000
0
0
Vale S.A. ADR
ADR
91912E105
27808
1600000
SH
SOLE
1600000
0
0
Weingarten Realty Investors
Common Stocks
948741103
20183
750000
SH
SOLE
750000
0
0
WEST FRASER TIMBER CO., LTD
Common Stocks
952845105
5043
70000
SH
SOLE
70000
0
0
WestRock Company
Common Stocks
96145D105
32792
630000
SH
SOLE
630000
0
0
Williams-Sonoma, Inc.
Common Stocks
969904101
17024
95000
SH
SOLE
95000
0
0
Winnebago Industries, Inc.
Common Stocks
974637100
23397
305000
SH
SOLE
305000
0
0