0000950156-14-000038.txt : 20140514
0000950156-14-000038.hdr.sgml : 20140514
20140514101216
ACCESSION NUMBER: 0000950156-14-000038
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140514
DATE AS OF CHANGE: 20140514
EFFECTIVENESS DATE: 20140514
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: 14839640
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
03-31-2014
03-31-2014
CAPITAL GROWTH MANAGEMENT LP
ONE INTERNATIONAL PLACE
45TH FLOOR
BOSTON
MA
02110
13F HOLDINGS REPORT
028-03985
N
Robert L. Kemp
President, Kenbob, Inc., General Partner
617-737-3225
/s/ Robert L. Kemp
Boston
MA
05-14-2014
0
66
3731036
false
INFORMATION TABLE
2
aci_13f.xml
AMERICAN AIRLS GROUP INC
-
02376R102
103395
2825000
SH
SOLE
2825000
0
0
AMERIPRISE FINL INC
-
03076C106
22564
205000
SH
SOLE
205000
0
0
AVIANCA HLDGS SA
COMMON
05367G100
9548
560000
SH
SOLE
560000
0
0
AVIS BUDGET GROUP
COMMON
053774105
14610
300000
SH
SOLE
300000
0
0
BAKER HUGHES INC
COMMON
057224107
13004
200000
SH
SOLE
200000
0
0
BIOGEN IDEC INC
-
09062X103
35481
116000
SH
SOLE
116000
0
0
BLACKROCK INC
-
09247X101
27045
86000
SH
SOLE
86000
0
0
CBRE GROUP INC
-
12504L109
71318
2600000
SH
SOLE
2600000
0
0
CANADIAN PAC RY LTD
COMMON
13645T100
12787
85000
SH
SOLE
85000
0
0
CHESAPEAKE LODGING TR
-
165240102
30822
1197900
SH
SOLE
1197900
0
0
CITIGROUP INC
COMMON
172967424
164220
3450000
SH
SOLE
3450000
0
0
D R HORTON INC
COMMON
23331A109
211304
9760000
SH
SOLE
9760000
0
0
DELTA AIR LINES INC DEL
-
247361702
34304
990000
SH
SOLE
990000
0
0
DIAMONDROCK HOSPITALITY C
COMMON
252784301
73672
6270000
SH
SOLE
6270000
0
0
EXTRA SPACE STORAGE INC
-
30225T102
74608
1538000
SH
SOLE
1538000
0
0
G-III APPAREL GROUP LTD
COMMON
36237H101
5368
75000
SH
SOLE
75000
0
0
GOLDMAN SACHS GROUP INC
COMMON
38141G104
26708
163000
SH
SOLE
163000
0
0
GOOGLE INC
COMMON
38259P706
132181
118600
SH
SOLE
118600
0
0
HALLIBURTON CO
COMMON
406216101
18550
315000
SH
SOLE
315000
0
0
HARMAN INTL INDS INC
COMMON
413086109
105868
995000
SH
SOLE
995000
0
0
HOST HOTELS & RESORTS INC
COMMON
44107P104
41502
2050490
SH
SOLE
2050490
0
0
JP MORGAN CHASE & CO
-
46625H100
10017
165000
SH
SOLE
165000
0
0
JONES LANG LASALLE INC
COMMON
48020Q107
84135
710000
SH
SOLE
710000
0
0
LENNAR CORP
CL A
526057104
268624
6780000
SH
SOLE
6780000
0
0
LYON WILLIAM HOMES
COMMON
552074700
9249
335000
SH
SOLE
335000
0
0
MAGNA INTL INC
-
559222401
60194
625000
SH
SOLE
625000
0
0
MERITAGE HOME CORP.
COMMON
59001A102
14449
345000
SH
SOLE
345000
0
0
METLIFE INC
COMMON
59156R108
7392
140000
SH
SOLE
140000
0
0
MOHAWK INDS INC
-
608190104
27876
205000
SH
SOLE
205000
0
0
MORGAN STANLEY
COMMON
617446448
103484
3320000
SH
SOLE
3320000
0
0
NVR INC
COMMON
62944T105
93825
81800
SH
SOLE
81800
0
0
NORTHSTAR RLTY FIN CORP
-
66704R100
63430
3930000
SH
SOLE
3930000
0
0
NUTRI SYS INC NEW
COMMON
67069D108
12734
845000
SH
SOLE
845000
0
0
POLARIS INDS INC
-
731068102
97518
698000
SH
SOLE
698000
0
0
The Priceline Group Inc.
-
741503403
31704
26600
SH
SOLE
26600
0
0
PROLOGIS
COMMON
74340W103
3266
80000
SH
SOLE
80000
0
0
PRUDENTIAL FINL INC
COMMON
744320102
28358
335000
SH
SOLE
335000
0
0
PUBLIC STORAGE INC
COMMON
74460D109
57287
340000
SH
SOLE
340000
0
0
PULTE HOMES INC
COMMON
745867101
29936
1560000
SH
SOLE
1560000
0
0
RLJ LODGING TR
-
74965L101
96906
3624000
SH
SOLE
3624000
0
0
RYLAND GROUP INC
COMMON
783764103
9982
250000
SH
SOLE
250000
0
0
SCHLUMBERGER LTD
-
806857108
24862
255000
SH
SOLE
255000
0
0
SOVRAN SELF STORAGE INC
-
84610H108
57350
780800
SH
SOLE
780800
0
0
STANDARD PAC CORP NEW
COMMON
85375C101
15789
1900000
SH
SOLE
1900000
0
0
STRATEGIC HOTELS & RESORT
COMMON
86272T106
10200
1001000
SH
SOLE
1001000
0
0
TRW AUTOMOTIVE HLDGS CORP
COMMON
87264S106
17956
220000
SH
SOLE
220000
0
0
TATA MTRS LTD
-
876568502
84099
2375000
SH
SOLE
2375000
0
0
TAYLOR MORRISON HOME CORP
COMMON
87724P106
9165
390000
SH
SOLE
390000
0
0
TEVA PHARMACEUTICAL INDS
DEPOSITORY RECEI
881624209
5020
95000
SH
SOLE
95000
0
0
TOLL BROTHERS INC
COMMON
889478103
226170
6300000
SH
SOLE
6300000
0
0
UNITED CONTL HLDGS INC
COMMON
910047109
119608
2680000
SH
SOLE
2680000
0
0
UNITED RENTALS INC
COMMON
911363109
55065
580000
SH
SOLE
580000
0
0
V F CORP
-
918204108
29702
480000
SH
SOLE
480000
0
0
VISA INC
COMMON
92826C839
11872
55000
SH
SOLE
55000
0
0
WEB COM GROUP INC
COMMON
94733A104
6466
190000
SH
SOLE
190000
0
0
WELLS FARGO & CO NEW
COMMON
949746101
14425
290000
SH
SOLE
290000
0
0
WESTERN DIGITAL CORP
COMMON
958102105
150585
1640000
SH
SOLE
1640000
0
0
WHIRLPOOL CORP
COMMON
963320106
14946
100000
SH
SOLE
100000
0
0
WYNDHAM WORLDWIDE CORP
-
98310W108
59316
810000
SH
SOLE
810000
0
0
WYNN RESORTS LTD
-
983134107
16661
75000
SH
SOLE
75000
0
0
ACTAVIS INC
COMMON
G0083B108
129686
630000
SH
SOLE
630000
0
0
DELPHI AUTOMOTIVE PLC
COMMON
G27823106
4072
60000
SH
SOLE
60000
0
0
SEAGATE TECHNOLOGY PLC
-
G7945M107
129730
2310000
SH
SOLE
2310000
0
0
SIGNET JEWELERS LIMITED
COMMON
G81276100
84688
800000
SH
SOLE
800000
0
0
NXP SEMICONDUCTORS N V
COMMON
N6596X109
78805
1340000
SH
SOLE
1340000
0
0
COPA HOLDINGS SA
COMMON
P31076105
35572
245000
SH
SOLE
245000
0
0