0000950156-14-000059.txt : 20140813
0000950156-14-000059.hdr.sgml : 20140813
20140813102625
ACCESSION NUMBER: 0000950156-14-000059
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140813
DATE AS OF CHANGE: 20140813
EFFECTIVENESS DATE: 20140813
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: 141036094
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
06-30-2014
06-30-2014
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
08-13-2014
0
68
3767167
false
INFORMATION TABLE
2
cgm_13f.xml
ALCOA INC
COMMON
013817101
66558
4470000
SH
SOLE
4470000
0
0
AMERICAN AIRLS GROUP INC
-
02376R102
111481
2595000
SH
SOLE
2595000
0
0
AMERIPRISE FINL INC
-
03076C106
31200
260000
SH
SOLE
260000
0
0
ASHFORD HOSPITALITY TR IN
COMMON
044103109
11886
1030000
SH
SOLE
1030000
0
0
AVIANCA HLDGS SA
COMMON
05367G100
10914
680000
SH
SOLE
680000
0
0
AVIS BUDGET GROUP
COMMON
053774105
17907
300000
SH
SOLE
300000
0
0
BAKER HUGHES INC
COMMON
057224107
23824
320000
SH
SOLE
320000
0
0
BANK OF AMERICA CORPORATI
-
060505104
39347
2560000
SH
SOLE
2560000
0
0
BLACKROCK INC
-
09247X101
17258
54000
SH
SOLE
54000
0
0
CBRE GROUP INC
-
12504L109
63760
1990000
SH
SOLE
1990000
0
0
CANADIAN NAT RES LTD
-
136385101
5968
130000
SH
SOLE
130000
0
0
CHESAPEAKE LODGING TR
-
165240102
36213
1197900
SH
SOLE
1197900
0
0
CITIGROUP INC
COMMON
172967424
192639
4090000
SH
SOLE
4090000
0
0
COLONY FINL INC
-
19624R106
15325
660000
SH
SOLE
660000
0
0
CONTINENTAL RESOURCES INC
-
212015101
4741
30000
SH
SOLE
30000
0
0
CUMMINS INC
-
231021106
23915
155000
SH
SOLE
155000
0
0
D R HORTON INC
COMMON
23331A109
217113
8832900
SH
SOLE
8832900
0
0
DELTA AIR LINES INC DEL
-
247361702
22458
580000
SH
SOLE
580000
0
0
DIAMONDROCK HOSPITALITY C
COMMON
252784301
32947
2570000
SH
SOLE
2570000
0
0
DISNEY WALT CO
COMMON
254687106
30866
360000
SH
SOLE
360000
0
0
EOG RES INC
COMMON
26875P101
7012
60000
SH
SOLE
60000
0
0
EXTRA SPACE STORAGE INC
-
30225T102
80834
1518000
SH
SOLE
1518000
0
0
FORD MTR CO DEL
-
345370860
69994
4060000
SH
SOLE
4060000
0
0
G-III APPAREL GROUP LTD
COMMON
36237H101
6941
85000
SH
SOLE
85000
0
0
GILEAD SCIENCES INC
-
375558103
141776
1710000
SH
SOLE
1710000
0
0
HARMAN INTL INDS INC
COMMON
413086109
67681
630000
SH
SOLE
630000
0
0
HERTZ GLOBAL HOLDINGS INC
COMMON
42805T105
13174
470000
SH
SOLE
470000
0
0
HOST HOTELS & RESORTS INC
COMMON
44107P104
59438
2700490
SH
SOLE
2700490
0
0
JONES LANG LASALLE INC
COMMON
48020Q107
85945
680000
SH
SOLE
680000
0
0
LAM RESEARCH CORP
COMMON
512807108
74338
1100000
SH
SOLE
1100000
0
0
LASALLE HOTEL PPTYS
COM SH BEN INT
517942108
58758
1665000
SH
SOLE
1665000
0
0
LENNAR CORP
CL A
526057104
284624
6780000
SH
SOLE
6780000
0
0
LYON WILLIAM HOMES
COMMON
552074700
14916
490000
SH
SOLE
490000
0
0
MAGNA INTL INC
-
559222401
56030
520000
SH
SOLE
520000
0
0
MARRIOTT INTL INC NEW
-
571903202
28204
440000
SH
SOLE
440000
0
0
MERITAGE HOME CORP.
COMMON
59001A102
12663
300000
SH
SOLE
300000
0
0
METLIFE INC
COMMON
59156R108
23891
430000
SH
SOLE
430000
0
0
MICRON TECHNOLOGY INC
-
595112103
161669
4906500
SH
SOLE
4906500
0
0
MORGAN STANLEY
COMMON
617446448
212731
6580000
SH
SOLE
6580000
0
0
NORTHSTAR RLTY FIN CORP
-
66704R704
68303
3930000
SH
SOLE
3930000
0
0
NUTRI SYS INC NEW
COMMON
67069D108
16853
985000
SH
SOLE
985000
0
0
PRUDENTIAL FINL INC
COMMON
744320102
29738
335000
SH
SOLE
335000
0
0
RLJ LODGING TR
-
74965L101
104697
3624000
SH
SOLE
3624000
0
0
RADIAN GROUP INC
COMMON
750236101
3258
220000
SH
SOLE
220000
0
0
RYMAN HOSPITALITY PPTYS I
COMMON
78377T107
61637
1280100
SH
SOLE
1280100
0
0
SANDISK CORP
COMMON
80004C101
113829
1090000
SH
SOLE
1090000
0
0
SCHLUMBERGER LTD
-
806857108
30667
260000
SH
SOLE
260000
0
0
SCHWAB CHARLES CORP NEW
COMMON
808513105
28546
1060000
SH
SOLE
1060000
0
0
SKECHERS U S A INC
COMMON
830566105
15081
330000
SH
SOLE
330000
0
0
SOVRAN SELF STORAGE INC
-
84610H108
34361
444800
SH
SOLE
444800
0
0
STAG INDL INC
-
85254J102
4082
170000
SH
SOLE
170000
0
0
STANDARD PAC CORP NEW
COMMON
85375C101
16340
1900000
SH
SOLE
1900000
0
0
STRATEGIC HOTELS & RESORT
COMMON
86272T106
45669
3900000
SH
SOLE
3900000
0
0
SUMMIT HOTEL PPTYS
COMMON
866082100
15391
1452000
SH
SOLE
1452000
0
0
SUNCOR ENERGY INC
COMMON
867224107
55419
1300000
SH
SOLE
1300000
0
0
TATA MTRS LTD
-
876568502
34763
890000
SH
SOLE
890000
0
0
TAYLOR MORRISON HOME CORP
COMMON
87724P106
7623
340000
SH
SOLE
340000
0
0
TIFFANY & CO NEW
-
886547108
15539
155000
SH
SOLE
155000
0
0
TOLL BROTHERS INC
COMMON
889478103
232470
6300000
SH
SOLE
6300000
0
0
UNITED CONTL HLDGS INC
COMMON
910047109
46409
1130000
SH
SOLE
1130000
0
0
UNITED RENTALS INC
COMMON
911363109
60743
580000
SH
SOLE
580000
0
0
V F CORP
-
918204108
6930
110000
SH
SOLE
110000
0
0
WISDOMTREE INVTS INC
COMMON
97717P104
1236
100000
SH
SOLE
100000
0
0
WYNDHAM WORLDWIDE CORP
-
98310W108
32938
435000
SH
SOLE
435000
0
0
ACTAVIS INC
COMMON
G0083B108
82528
370000
SH
SOLE
370000
0
0
DELPHI AUTOMOTIVE PLC
COMMON
G27823106
28871
420000
SH
SOLE
420000
0
0
SIGNET JEWELERS LIMITED
COMMON
G81276100
74095
670000
SH
SOLE
670000
0
0
NXP SEMICONDUCTORS N V
COMMON
N6596X109
62209
940000
SH
SOLE
940000
0
0