0000868491-16-000021.txt : 20160513 0000868491-16-000021.hdr.sgml : 20160513 20160513072104 ACCESSION NUMBER: 0000868491-16-000021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160513 DATE AS OF CHANGE: 20160513 EFFECTIVENESS DATE: 20160513 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: 161645858 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 03-31-2016 03-31-2016 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 05-10-2016 0 49 2338770 false INFORMATION TABLE 2 cgm13f03312016informationt.xml INFORMATION TABLE AMN HEALTHCARE SERVICES I COMMON 001744101 9411 280000 SH SOLE 280000 0 0 ADOBE SYS INC COMMON 00724F101 8911 95000 SH SOLE 95000 0 0 ALPHABET INC. COMMON 02079K107 49912 67000 SH SOLE 67000 0 0 BANK OF AMERICA CORPORATI COMMON 060505104 108971 8060000 SH SOLE 8060000 0 0 CARNIVAL CORP COMMON 143658300 15831 300000 SH SOLE 300000 0 0 CENTURY CMNTYS INC COMMON 156504300 4950 290000 SH SOLE 290000 0 0 CITIGROUP INC COMMON 172967424 142785 3420000 SH SOLE 3420000 0 0 CORESITE RLTY CORP COMMON 21870Q105 51457 735000 SH SOLE 735000 0 0 CRAY INC COMMON 225223304 1257 30000 SH SOLE 30000 0 0 CUBESMART COMMON 229663109 50616 1520000 SH SOLE 1520000 0 0 CYRUSONE INC COMMON 23283R100 52041 1140000 SH SOLE 1140000 0 0 D R HORTON INC COMMON 23331A109 229836 7602900 SH SOLE 7602900 0 0 DIGITAL RLTY TR INC COMMON 253868103 48670 550000 SH SOLE 550000 0 0 DUPONT FABROS TECHNOLOGY COMMON 26613Q106 50257 1240000 SH SOLE 1240000 0 0 ESSEX PPTY TR INC COMMON 297178105 20814 89000 SH SOLE 89000 0 0 EXTRA SPACE STORAGE INC COMMON 30225T102 59814 640000 SH SOLE 640000 0 0 FEDEX CORP COMMON 31428X106 10577 65000 SH SOLE 65000 0 0 HD SUPPLY HLDGS INC COMMON 40416M105 3307 100000 SH SOLE 100000 0 0 JP MORGAN CHASE & CO COMMON 46625H100 47672 805000 SH SOLE 805000 0 0 JONES LANG LASALLE INC COMMON 48020Q107 51973 443000 SH SOLE 443000 0 0 LGI HOMES INC COMMON 50187T106 20215 835000 SH SOLE 835000 0 0 LENNAR CORP CL A 526057104 283873 5870000 SH SOLE 5870000 0 0 LYON WILLIAM HOMES COMMON 552074700 15229 1051000 SH SOLE 1051000 0 0 MARTIN MARIETTA MATLS INC COMMON 573284106 53436 335000 SH SOLE 335000 0 0 MAXLINEAR INC COMMON 57776J100 740 40000 SH SOLE 40000 0 0 MORGAN STANLEY COMMON 617446448 101040 4040000 SH SOLE 4040000 0 0 NVR INC COMMON 62944T105 12127 7000 SH SOLE 7000 0 0 OUTFRONT MEDIA INC COMMON 69007J106 7490 355000 SH SOLE 355000 0 0 PVH CORP COMMON 693656100 27142 274000 SH SOLE 274000 0 0 PUBLIC STORAGE INC COMMON 74460D109 50615 183500 SH SOLE 183500 0 0 SL GREEN RLTY CORP COMMON 78440X101 15985 165000 SH SOLE 165000 0 0 SIGNATURE BK NEW YORK N Y COMMON 82669G104 44239 325000 SH SOLE 325000 0 0 SKYWORKS SOLUTIONS INC COMMON 83088M102 42066 540000 SH SOLE 540000 0 0 SOVRAN SELF STORAGE INC COMMON 84610H108 23000 195000 SH SOLE 195000 0 0 STAMPS COM INC COMMON 852857200 10628 100000 SH SOLE 100000 0 0 TRI POINTE GROUP INC COMMON 87265H109 23501 1995000 SH SOLE 1995000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 2118 150000 SH SOLE 150000 0 0 THOR INDS INC COMMON 885160101 1913 30000 SH SOLE 30000 0 0 TOLL BROTHERS INC COMMON 889478103 158764 5380000 SH SOLE 5380000 0 0 VALE S A COMMON 91912E105 13051 3100000 SH SOLE 3100000 0 0 VULCAN MATLS CO COMMON 929160109 56480 535000 SH SOLE 535000 0 0 WEYERHAEUSER CO COMMON 962166104 23235 750000 SH SOLE 750000 0 0 WHIRLPOOL CORP COMMON 963320106 141567 785000 SH SOLE 785000 0 0 HORIZON PHARMA PLC COMMON G4617B105 5468 330000 SH SOLE 330000 0 0 LAZARD LTD MLP G54050102 8536 220000 SH SOLE 220000 0 0 MALLINCKRODT PUB LTD CO COMMON G5785G107 68940 1125000 SH SOLE 1125000 0 0 NORWEGIAN CRUISE LINE HLD COMMON G66721104 13822 250000 SH SOLE 250000 0 0 SIGNET JEWELERS LIMITED COMMON G81276100 65736 530000 SH SOLE 530000 0 0 ROYAL CARIBBEAN CRUISES L COMMON V7780T103 28752 350000 SH SOLE 350000 0 0