0000868491-16-000018.txt : 20160212 0000868491-16-000018.hdr.sgml : 20160212 20160212102701 ACCESSION NUMBER: 0000868491-16-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160212 DATE AS OF CHANGE: 20160212 EFFECTIVENESS DATE: 20160212 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: 161415810 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 12-31-2015 12-31-2015 CAPITAL GROWTH MANAGEMENT LP

ONE INTERNATIONAL PLACE 45TH FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-03985 N G. Kenneth Heebner 617-737-3225 G. Kenneth Heebner Boston MA 02-12-2016 0 55 2981845 false INFORMATION TABLE 2 cgm13f12312015informationt.xml INFORMATION TABLE ACUITY BRANDS INC COMMON 00508Y102 61957 265000 SH SOLE 265000 0 0 ALPHABET INC. COMMON 02079K107 96909 127700 SH SOLE 127700 0 0 AMERICAN TOWER CORP NEW COMMON 03027X100 53807 555000 SH SOLE 555000 0 0 APARTMENT INVT & MGMT CO COMMON 03748R101 23217 580000 SH SOLE 580000 0 0 BANK OF AMERICA CORPORATI COMMON 060505104 129086 7670000 SH SOLE 7670000 0 0 BLACKROCK INC COMMON 09247X101 19750 58000 SH SOLE 58000 0 0 CBRE GROUP INC COMMON 12504L109 65529 1895000 SH SOLE 1895000 0 0 CALATLANTIC GROUP INC COMMON 128195104 887 23404 SH SOLE 23404 0 0 CARNIVAL CORP COMMON 143658300 41950 770000 SH SOLE 770000 0 0 CENTURY CMNTYS INC COMMON 156504300 5667 320000 SH SOLE 320000 0 0 CITIGROUP INC COMMON 172967424 198720 3840000 SH SOLE 3840000 0 0 COACH INC COMMON 189754104 9164 280000 SH SOLE 280000 0 0 D R HORTON INC COMMON 23331A109 289003 9022900 SH SOLE 9022900 0 0 DIGITAL RLTY TR INC COMMON 253868103 6806 90000 SH SOLE 90000 0 0 DOLLAR GEN CORP NEW COMMON 256677105 14374 200000 SH SOLE 200000 0 0 DOLLAR TREE INC COMMON 256746108 61004 790000 SH SOLE 790000 0 0 ESSEX PPTY TR INC COMMON 297178105 53628 224000 SH SOLE 224000 0 0 EXPRESS INC COMMON 30219E103 864 50000 SH SOLE 50000 0 0 EXTRA SPACE STORAGE INC COMMON 30225T102 71450 810000 SH SOLE 810000 0 0 FORD MTR CO DEL COMMON 345370860 52556 3730000 SH SOLE 3730000 0 0 FORTUNE BRANDS HOME & SEC COMMON 34964C106 3608 65000 SH SOLE 65000 0 0 GENERAL MTRS CORP COMMON 37045V100 48634 1430000 SH SOLE 1430000 0 0 GOLDMAN SACHS GROUP INC COMMON 38141G104 114086 633000 SH SOLE 633000 0 0 GRAY TELEVISION INC COMMON 389375106 5868 360000 SH SOLE 360000 0 0 HD SUPPLY HLDGS INC COMMON 40416M105 5405 180000 SH SOLE 180000 0 0 HOME DEPOT INC COMMON 437076102 19838 150000 SH SOLE 150000 0 0 JP MORGAN CHASE & CO COMMON 46625H100 50513 765000 SH SOLE 765000 0 0 JONES LANG LASALLE INC COMMON 48020Q107 108705 680000 SH SOLE 680000 0 0 LGI HOMES INC COMMON 50187T106 17274 710000 SH SOLE 710000 0 0 LENNAR CORP CL A 526057104 329653 6740000 SH SOLE 6740000 0 0 LOWES COS INC COMMON 548661107 17489 230000 SH SOLE 230000 0 0 LYON WILLIAM HOMES COMMON 552074700 15032 911000 SH SOLE 911000 0 0 METLIFE INC COMMON 59156R108 3134 65000 SH SOLE 65000 0 0 MID-AMER APT CMNTYS INC COMMON 59522J103 48583 535000 SH SOLE 535000 0 0 MORGAN STANLEY COMMON 617446448 111335 3500000 SH SOLE 3500000 0 0 NVR INC COMMON 62944T105 45182 27500 SH SOLE 27500 0 0 OUTFRONT MEDIA INC COMMON 69007J106 7750 355000 SH SOLE 355000 0 0 RESTORATION HARDWARE HLDG COMMON 761283100 3178 40000 SH SOLE 40000 0 0 SCHWAB CHARLES CORP NEW COMMON 808513105 32601 990000 SH SOLE 990000 0 0 SERITAGE GROWTH PPTYS COMMON 81752R100 13273 330000 SH SOLE 330000 0 0 SHERWIN WILLIAMS CO COMMON 824348106 24662 95000 SH SOLE 95000 0 0 SIGNATURE BK NEW YORK N Y COMMON 82669G104 15337 100000 SH SOLE 100000 0 0 TD AMERITRADE HLDG CORP COMMON 87236Y108 2083 60000 SH SOLE 60000 0 0 TRI POINTE GROUP INC COMMON 87265H109 32499 2565000 SH SOLE 2565000 0 0 TOLL BROTHERS INC COMMON 889478103 207792 6240000 SH SOLE 6240000 0 0 UDR INC COMMON 902653104 15028 400000 SH SOLE 400000 0 0 WCI CMNTYS INC COMMON 92923C807 7464 335000 SH SOLE 335000 0 0 WEYERHAEUSER CO COMMON 962166104 54564 1820000 SH SOLE 1820000 0 0 WHIRLPOOL CORP COMMON 963320106 89591 610000 SH SOLE 610000 0 0 WYNDHAM WORLDWIDE CORP COMMON 98310W108 54124 745000 SH SOLE 745000 0 0 HORIZON PHARMA PLC COMMON G4617B105 4442 205000 SH SOLE 205000 0 0 LAZARD LTD MLP G54050102 2926 65000 SH SOLE 65000 0 0 MALLINCKRODT PUB LTD CO COMMON G5785G107 49629 665000 SH SOLE 665000 0 0 SIGNET JEWELERS LIMITED COMMON G81276100 76688 620000 SH SOLE 620000 0 0 ROYAL CARIBBEAN CRUISES L COMMON V7780T103 87547 865000 SH SOLE 865000 0 0