President of General Partner

0000868491-21-000020.txt : 20211112 0000868491-21-000020.hdr.sgml : 20211112 20211112134113 ACCESSION NUMBER: 0000868491-21-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211402330 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 09-30-2021 09-30-2021 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 11-12-2021 0 55 1089791 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE Alcoa Inc. Common Stocks 013872106 28385 580000 SH SOLE 580000 0 0 AMERCO Common Stocks 023586100 8075 12500 SH SOLE 12500 0 0 Antero Resources Corporation Common Stocks 03674X106 1881 100000 SH SOLE 100000 0 0 Asbury Automotive Group, Inc. Common Stocks 043436104 19674 100000 SH SOLE 100000 0 0 AutoNation, Inc. Common Stocks 05329W102 7914 65000 SH SOLE 65000 0 0 AvalonBay Communities, Inc. Common Stocks 053484101 22164 100000 SH SOLE 100000 0 0 Avis Budget Group, Inc. Common Stocks 053774105 32623 280000 SH SOLE 280000 0 0 Brixmor Property Group, Inc. Common Stocks 11120U105 17688 800000 SH SOLE 800000 0 0 Callon Petroleum Company Common Stocks 13123X508 7853 160000 SH SOLE 160000 0 0 Camden Property Trust Common Stocks 133131102 8848 60000 SH SOLE 60000 0 0 CBRE Group, Inc. Common Stocks 12504L109 23853 245000 SH SOLE 245000 0 0 Centerspace Common Stocks 15202L107 21452 227000 SH SOLE 227000 0 0 ConocoPhillips Common Stocks 20825C104 27108 400000 SH SOLE 400000 0 0 Continental Resources, Inc. Common Stocks 212015101 1385 30000 SH SOLE 30000 0 0 CubeSmart Common Stocks 229663109 24467 505000 SH SOLE 505000 0 0 CVS Caremark Corporation Common Stocks 126650100 27580 325000 SH SOLE 325000 0 0 Diamondback Energy, Inc. Common Stocks 25278X109 34081 360000 SH SOLE 360000 0 0 DiamondRock Hospitality Company Common Stocks 252784301 1890 200000 SH SOLE 200000 0 0 EOG Resources, Inc. Common Stocks 26875P101 30503 380000 SH SOLE 380000 0 0 Equity Residential Common Stocks 29476L107 22658 280000 SH SOLE 280000 0 0 Essex Property Trust, Inc. Common Stocks 297178105 6395 20000 SH SOLE 20000 0 0 Extra Space Storage Inc. Common Stocks 30225T102 23519 140000 SH SOLE 140000 0 0 Federal Realty Investment Trust Common Stocks 313747206 18878 160000 SH SOLE 160000 0 0 Group 1 Automotive, Inc. Common Stocks 398905109 7515 40000 SH SOLE 40000 0 0 HCA Holdings, Inc. Common Stocks 40412C101 6068 25000 SH SOLE 25000 0 0 Host Hotels & Resorts, Inc. Common Stocks 44107P104 5716 350000 SH SOLE 350000 0 0 Jones Lang LaSalle Incorporated Common Stocks 48020Q107 70706 285000 SH SOLE 285000 0 0 JPMorgan Chase & Co. Common Stocks 46625H100 13095 80000 SH SOLE 80000 0 0 Life Storage, Inc. Common Stocks 53223X107 25243 220000 SH SOLE 220000 0 0 Mid-America Apartment Communities, Inc. Common Stocks 59522J103 13073 70000 SH SOLE 70000 0 0 Moderna, Inc Common Stocks 60770K107 25786 67000 SH SOLE 67000 0 0 National Storage Affiliates Trust Common Stocks 637870106 23756 450000 SH SOLE 450000 0 0 NexPoint Residential Trust, Inc. Common Stocks 65341D102 22029 356000 SH SOLE 356000 0 0 OneMain Holdings, Inc. Common Stocks 68268W103 30708 555000 SH SOLE 555000 0 0 Ovintiv Inc. Common Stocks 69047Q102 8878 270000 SH SOLE 270000 0 0 Park Hotels & Resorts Inc. Common Stocks 700517105 21054 1100000 SH SOLE 1100000 0 0 Pebblebrook Hotel Trust Common Stocks 70509V100 4482 200000 SH SOLE 200000 0 0 Penske Automotive Group, Inc. Common Stocks 70959W103 5030 50000 SH SOLE 50000 0 0 Pioneer Natural Resources Company Common Stocks 723787107 16651 100000 SH SOLE 100000 0 0 Prudential Financial, Inc. Common Stocks 744320102 35242 335000 SH SOLE 335000 0 0 Public Storage Common Stocks 74460D109 22283 75000 SH SOLE 75000 0 0 Rent-A-Center, Inc. Common Stocks 76009N100 14615 260000 SH SOLE 260000 0 0 Ryman Hospitality Properties, Inc. Common Stocks 78377T107 19251 230000 SH SOLE 230000 0 0 Select Medical Holdings Corporation Common Stocks 81619Q105 36713 1015000 SH SOLE 1015000 0 0 Signet Jewelers Limited Common Stocks G81276100 42090 533052 SH SOLE 533052 0 0 Simon Property Group, Inc. Common Stocks 828806109 25994 200000 SH SOLE 200000 0 0 Sunstone Hotel Investors, Inc. Common Stocks 867892101 22925 1920000 SH SOLE 1920000 0 0 Textron Inc. Common Stocks 883203101 21292 305000 SH SOLE 305000 0 0 The Buckle, Inc. Common Stocks 118440106 27317 690000 SH SOLE 690000 0 0 The Children s Place Retail Stores, Inc. Common Stocks 168905107 16934 225000 SH SOLE 225000 0 0 Thor Industries, Inc. Common Stocks 885160101 4297 35000 SH SOLE 35000 0 0 Turquoise Hill Resources Ltd. Common Stocks 900435207 21550 1460000 SH SOLE 1460000 0 0 UDR, Inc. Common Stocks 902653104 21987 415000 SH SOLE 415000 0 0 West Fraser Timber Co. LTD. Common Stocks 952845105 3369 40000 SH SOLE 40000 0 0 Whirlpool Corporation Common Stocks 963320106 35268 173000 SH SOLE 173000 0 0