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
President of General Partner
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