0000868491-17-000009.txt : 20170811 0000868491-17-000009.hdr.sgml : 20170811 20170811111427 ACCESSION NUMBER: 0000868491-17-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170811 DATE AS OF CHANGE: 20170811 EFFECTIVENESS DATE: 20170811 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: 171023619 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 06-30-2017 06-30-2017 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 08-03-2017 0 59 2185615 false INFORMATION TABLE 2 copyofcgm13f06302017inform.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COMMON 007903107 16848 1350000 SH SOLE 1350000 0 0 ALIBABA GROUP HLDG LTD COMMON 01609W102 56783 403000 SH SOLE 403000 0 0 APPLIED MATLS INC COMMON 038222105 31809 770000 SH SOLE 770000 0 0 APPLIED OPTOELECTRONICS INC COMMON 03823U102 2657 43000 SH SOLE 43000 0 0 BANCO BRADESCO S A COMMON 059460303 63750 7500000 SH SOLE 7500000 0 0 BANK OF AMERICA CORPORATION COMMON 060505104 180009 7420000 SH SOLE 7420000 0 0 BRINKS CO COMMON 109696104 670 10000 SH SOLE 10000 0 0 CENTENE CORP DEL COMMON 15135B101 22366 280000 SH SOLE 280000 0 0 CENTURY CMNTYS INC COMMON 156504300 1984 80000 SH SOLE 80000 0 0 CHOICE HOTELS INTL INC COMMON 169905106 21845 340000 SH SOLE 340000 0 0 CITIGROUP INC COMMON 172967424 177901 2660000 SH SOLE 2660000 0 0 CONSTELLATION BRANDS INC COMMON 21036P108 50370 260000 SH SOLE 260000 0 0 CORESITE RLTY CORP COMMON 21870Q105 35200 340000 SH SOLE 340000 0 0 CYRUSONE INC COMMON 23283R100 37074 665000 SH SOLE 665000 0 0 D R HORTON INC COMMON 23331A109 44941 1300000 SH SOLE 1300000 0 0 EAGLE PHARMACEUTICALS INC COMMON 269796108 1972 25000 SH SOLE 25000 0 0 EQUINIX INC COMMON 29444U700 23175 54000 SH SOLE 54000 0 0 EQUITY LIFESTYLE PPTYS INC COMMON 29472R108 4317 50000 SH SOLE 50000 0 0 FINISAR CORP COMMON 31787A507 520 20000 SH SOLE 20000 0 0 FREEPORT-MCMORAN INC. COMMON 35671D857 50562 4210000 SH SOLE 4210000 0 0 GEO GROUP INC NEW COMMON 36162J106 3548 120000 SH SOLE 120000 0 0 GRAND CANYON ED INC COMMON 38526M106 2901 37000 SH SOLE 37000 0 0 HILTON WORLDWIDE HLDGS COMMON 43300A203 40821 660000 SH SOLE 660000 0 0 ITAU UNIBANCO HOLDING S. A. COMMON 465562106 55802 5050000 SH SOLE 5050000 0 0 JP MORGAN CHASE & CO COMMON 46625H100 20565 225000 SH SOLE 225000 0 0 KLA-TENCOR CORP COMMON 482480100 18760 205000 SH SOLE 205000 0 0 KB HOME COMMON 48666K109 2397 100000 SH SOLE 100000 0 0 LGI HOMES INC COMMON 50187T106 8840 220000 SH SOLE 220000 0 0 LAM RESEARCH CORP COMMON 512807108 51198 362000 SH SOLE 362000 0 0 LENNAR CORP CL A 526057104 45322 850000 SH SOLE 850000 0 0 MARRIOTT VACATIONS WRLDWD COMMON 57164Y107 30615 260000 SH SOLE 260000 0 0 MARRIOTT INTL INC NEW COMMON 571903202 13542 135000 SH SOLE 135000 0 0 MERITAGE HOME CORP. COMMON 59001A102 844 20000 SH SOLE 20000 0 0 MICRON TECHNOLOGY INC COMMON 595112103 67185 2250000 SH SOLE 2250000 0 0 MORGAN STANLEY COMMON 617446448 120312 2700000 SH SOLE 2700000 0 0 NVR INC COMMON 62944T105 45802 19000 SH SOLE 19000 0 0 NETEASE COM INC COMMON 64110W102 43591 145000 SH SOLE 145000 0 0 NUTRI SYS INC NEW COMMON 67069D108 520 10000 SH SOLE 10000 0 0 PRUDENTIAL FINL INC COMMON 744320102 48663 450000 SH SOLE 450000 0 0 PULTE HOMES INC COMMON 745867101 24530 1000000 SH SOLE 1000000 0 0 RIO TINTO PLC COMMON 767204100 4231 100000 SH SOLE 100000 0 0 SCHWAB CHARLES CORP NEW COMMON 808513105 38234 890000 SH SOLE 890000 0 0 SKECHERS U S A INC COMMON 830566105 2360 80000 SH SOLE 80000 0 0 SOUTHERN COPPER CORP COMMON 84265V105 45019 1300000 SH SOLE 1300000 0 0 SUN CMNTYS INC COMMON 866674104 25430 290000 SH SOLE 290000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 1801 75000 SH SOLE 75000 0 0 TECH DATA CORP COMMON 878237106 1010 10000 SH SOLE 10000 0 0 THOR INDS INC COMMON 885160101 47034 450000 SH SOLE 450000 0 0 TOLL BROTHERS INC COMMON 889478103 45832 1160000 SH SOLE 1160000 0 0 TURQUOISE HILL RES LTD COMMON 900435108 19080 7200000 SH SOLE 7200000 0 0 VALE S A COMMON 91912E105 168875 19300000 SH SOLE 19300000 0 0 WEIGHT WATCHERS INTL INC COMMON 948626106 2506 75000 SH SOLE 75000 0 0 WESTERN DIGITAL CORP COMMON 958102105 62906 710000 SH SOLE 710000 0 0 WYNDHAM WORLDWIDE CORP COMMON 98310W108 31629 315000 SH SOLE 315000 0 0 WYNN RESORTS LTD COMMON 983134107 36212 270000 SH SOLE 270000 0 0 FERRARI N V COMMON N3167Y103 37849 440000 SH SOLE 440000 0 0 COPA HOLDINGS SA COMMON P31076105 72435 619100 SH SOLE 619100 0 0 GRUPO MEXICO SA DE CV COMMON P49538112 10728 3800000 SH SOLE 3800000 0 0 ROYAL CARIBBEAN CRUISES LTD COMMON V7780T103 61933 567000 SH SOLE 567000 0 0