0000868491-20-000008.txt : 20200515 0000868491-20-000008.hdr.sgml : 20200515 20200515132338 ACCESSION NUMBER: 0000868491-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20883283 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 03-31-2020 03-31-2020 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 05-15-2020 0 42 712308 false INFORMATION TABLE 2 cgm13f033120informationtab.xml INFORMATION TABLE ABBVIE INC COMMON 00287Y109 30324 398000 SH SOLE 398000 0 0 ADOBE SYS INC COMMON 00724F101 15912 50000 SH SOLE 50000 0 0 ALEXANDRIA REAL ESTATE EQUITY COMMON 015271109 15762 115000 SH SOLE 115000 0 0 ALIBABA GROUP HLDG LTD COMMON 01609W102 18670 96000 SH SOLE 96000 0 0 AMERICAN TOWER CORP NEW COMMON 03027X100 16331 75000 SH SOLE 75000 0 0 BOSTON PROPERTIES INC COMMON 101121101 1845 20000 SH SOLE 20000 0 0 Corecivic Inc. COMMON 21871N101 23401 2095000 SH SOLE 2095000 0 0 CROWN CASTLE INTL CORP COMMON 22822V101 5776 40000 SH SOLE 40000 0 0 CUBESMART COMMON 229663109 16074 600000 SH SOLE 600000 0 0 D R HORTON INC COMMON 23331A109 38590 1135000 SH SOLE 1135000 0 0 EQUINIX INC COMMON 29444U700 12491 20000 SH SOLE 20000 0 0 EXTRA SPACE STORAGE INC COMMON 30225T102 16758 175000 SH SOLE 175000 0 0 GEO GROUP INC NEW COMMON 36162J106 26229 2157000 SH SOLE 2157000 0 0 INNOVATIVE INDL PPTYS INC COMMON 45781V101 19362 255000 SH SOLE 255000 0 0 INVITATION HOMES INC COMMON 46187W107 7480 350000 SH SOLE 350000 0 0 KB HOME COMMON 48666K109 20815 1150000 SH SOLE 1150000 0 0 KROGER CO COMMON 501044101 7681 255000 SH SOLE 255000 0 0 LGI HOMES INC COMMON 50187T106 17157 380000 SH SOLE 380000 0 0 L3HARRIS TECHNOLOGIES INC COMMON 502431109 7205 40000 SH SOLE 40000 0 0 LENNAR CORP CL A 526057104 35526 930000 SH SOLE 930000 0 0 LILLY ELI & CO COMMON 532457108 1387 10000 SH SOLE 10000 0 0 LOCKHEED MARTIN CORP COMMON 539830109 4745 14000 SH SOLE 14000 0 0 M D C HLDGS INC COMMON 552676108 37352 1610000 SH SOLE 1610000 0 0 MERCK & CO INC COMMON 58933Y105 5386 70000 SH SOLE 70000 0 0 MERITAGE HOME CORP. COMMON 59001A102 33407 915000 SH SOLE 915000 0 0 MICROSOFT CORP COMMON 594918104 20660 131000 SH SOLE 131000 0 0 NVR INC COMMON 62944T105 10276 4000 SH SOLE 4000 0 0 NETEASE COM INC COMMON 64110W102 21183 66000 SH SOLE 66000 0 0 NORTHROP GRUMMAN CORP COMMON 666807102 13615 45000 SH SOLE 45000 0 0 PENNYMAC FINL SVCS INC COMMON 70932M107 23879 1080000 SH SOLE 1080000 0 0 PFIZER INC COMMON 717081103 1632 50000 SH SOLE 50000 0 0 PHILIP MORRIS INTL INC COMMON 718172109 30643 420000 SH SOLE 420000 0 0 PUBLIC STORAGE INC COMMON 74460D109 17875 90000 SH SOLE 90000 0 0 PULTE HOMES INC COMMON 745867101 22320 1000000 SH SOLE 1000000 0 0 SITE CENTERS CORP COMMON 82981J109 4533 870000 SH SOLE 870000 0 0 STRYKER CORP COMMON 863667101 18980 114000 SH SOLE 114000 0 0 TRI POINTE GROUP INC COMMON 87265H109 17277 1970000 SH SOLE 1970000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 17270 1570000 SH SOLE 1570000 0 0 VERTEX PHARMACEUTICALS INC COMMON 92532F100 20226 85000 SH SOLE 85000 0 0 WAL MART STORES INC COMMON 931142103 6817 60000 SH SOLE 60000 0 0 WEYERHAEUSER CO COMMON 962166104 3390 200000 SH SOLE 200000 0 0 HORIZON THERAPEUTICS PLC COMMON G46188101 26066 880000 SH SOLE 880000 0 0