0000868491-20-000017.txt : 20201112 0000868491-20-000017.hdr.sgml : 20201112 20201112135949 ACCESSION NUMBER: 0000868491-20-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201112 EFFECTIVENESS DATE: 20201112 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: 201305651 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 09-30-2020 09-30-2020 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 11-12-2020 0 46 956929 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE AARONS INC COMMON 00258R109 24643 435000 SH SOLE 435000 0 0 AMERICAN HOMES 4 RENT COMMON 02665T306 9968 350000 SH SOLE 350000 0 0 ASBURY AUTOMOTIVE GROUP I COMMON 043436104 21000 215500 SH SOLE 215500 0 0 AUTONATION INC COMMON 05329W102 16938 320000 SH SOLE 320000 0 0 BEST BUY INC COMMON 086516101 21145 190000 SH SOLE 190000 0 0 CENTURY CMNTYS INC COMMON 156504300 14392 340000 SH SOLE 340000 0 0 COMPANHIA SIDERURGICA NAC COMMON 20440W105 27636 9400000 SH SOLE 9400000 0 0 D R HORTON INC COMMON 23331A109 66554 880000 SH SOLE 880000 0 0 DECKERS OUTDOOR CORP COMMON 243537107 15401 70000 SH SOLE 70000 0 0 DICKS SPORTING GOODS INC COMMON 253393102 27493 475000 SH SOLE 475000 0 0 EASTGROUP PPTY INC COMMON 277276101 20693 160000 SH SOLE 160000 0 0 FEDEX CORP COMMON 31428X106 28422 113000 SH SOLE 113000 0 0 FIRST INDUSTRIAL REALTY TRUST COMMON 32054K103 19900 500000 SH SOLE 500000 0 0 FREEPORT-MCMORAN COPPER COMMON 35671D857 12512 800000 SH SOLE 800000 0 0 GOLD FIELDS LTD NEW COMMON 38059T106 9832 800000 SH SOLE 800000 0 0 GROUP 1 AUTOMOTIVE INC COMMON 398905109 18562 210000 SH SOLE 210000 0 0 HIBBETT SPORTS INC COMMON 428567101 12943 330000 SH SOLE 330000 0 0 INNOVATIVE INDL PPTYS INC COMMON 45781V101 8688 70000 SH SOLE 70000 0 0 INVITATION HOMES INC COMMON 46187W107 3919 140000 SH SOLE 140000 0 0 LGI HOMES INC COMMON 50187T106 38917 335000 SH SOLE 335000 0 0 LENNAR CORP CL A 526057104 65752 805000 SH SOLE 805000 0 0 M D C HLDGS INC COMMON 552676108 29202 620000 SH SOLE 620000 0 0 M/I HOMES COMMON 55305B101 15196 330000 SH SOLE 330000 0 0 MARTIN MARIETTA MATLS INC COMMON 573284106 2354 10000 SH SOLE 10000 0 0 MERITAGE HOME CORP. COMMON 59001A102 68442 620000 SH SOLE 620000 0 0 MICHAELS COS INC COMMON 59408Q106 4828 500000 SH SOLE 500000 0 0 NUTRIEN LTD COMMON 67077M108 21576 550000 SH SOLE 550000 0 0 PRA GROUP INC COMMON 69354N106 1598 40000 SH SOLE 40000 0 0 PENNYMAC FINL SVCS INC COMMON 70932M107 17727 305000 SH SOLE 305000 0 0 PENSKE AUTOMOTIVE GRP INC COMMON 70959W103 7149 150000 SH SOLE 150000 0 0 PROLOGIS COMMON 74340W103 22136 220000 SH SOLE 220000 0 0 PULTE HOMES INC COMMON 745867101 24765 535000 SH SOLE 535000 0 0 RENT A CTR INC NEW COMMON 76009N100 8369 280000 SH SOLE 280000 0 0 STAG INDL INC COMMON 85254J102 10367 340000 SH SOLE 340000 0 0 TRI POINTE GROUP INC COMMON 87265H109 23763 1310000 SH SOLE 1310000 0 0 TAPESTRY INC COMMON 876030107 20553 1315000 SH SOLE 1315000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 29754 1210000 SH SOLE 1210000 0 0 TECK RESOURCES LTD. COMMON 878742204 15312 1100000 SH SOLE 1100000 0 0 TEMPUR SEALY INTL INC COMMON 88023U101 2230 25000 SH SOLE 25000 0 0 THOR INDS INC COMMON 885160101 17147 180000 SH SOLE 180000 0 0 TOLL BROTHERS INC COMMON 889478103 45254 930000 SH SOLE 930000 0 0 TOPBUILD CORP COMMON 89055F103 17922 105000 SH SOLE 105000 0 0 VALE S A COMMON 91912E109 23276 2200000 SH SOLE 2200000 0 0 VULCAN MATLS CO COMMON 929160109 8132 60000 SH SOLE 60000 0 0 HORIZON THERAPEUTICS PLC COMMON G46188101 19420 250000 SH SOLE 250000 0 0 SIGNET JEWELERS LIMITED COMMON G81276100 15147 810000 SH SOLE 810000 0 0