0000950156-13-000079.txt : 20131114
0000950156-13-000079.hdr.sgml : 20131114
20131114103125
ACCESSION NUMBER: 0000950156-13-000079
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130930
FILED AS OF DATE: 20131114
DATE AS OF CHANGE: 20131114
EFFECTIVENESS DATE: 20131114
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: 131217421
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
09-30-2013
09-30-2013
CAPITAL GROWTH MANAGEMENT LP
ONE INTERNATIONAL PLACE
45TH FLOOR
BOSTON
MA
02110
13F HOLDINGS REPORT
028-03985
N
Robert L. Kemp
President, Kenbob, Inc., General Partner
617-737-3225
/s/ Robert L. Kemp
Boston,
MA
11-14-2013
0
64
3714471
false
INFORMATION TABLE
2
aci_13f.xml
AVALONBAY CMNTYS INC
COMMON
053484101
12709
100000
SH
SOLE
100000
0
0
BOEING CO
COMMON
097023105
8225
70000
SH
SOLE
70000
0
0
BORGWARNER INC
COMMON
099724106
90744
895000
SH
SOLE
895000
0
0
CBRE GROUP INC
-
12504L109
65920
2850000
SH
SOLE
2850000
0
0
CIGNA CORP
-
125509109
8839
115000
SH
SOLE
115000
0
0
CABELAS INC
COMMON
126804301
3152
50000
SH
SOLE
50000
0
0
CANADIAN PAC RY LTD
COMMON
13645T100
11344
92000
SH
SOLE
92000
0
0
CHESAPEAKE LODGING TR
-
165240102
39733
1687900
SH
SOLE
1687900
0
0
CHEVRONTEXACO CORP
-
166764100
14580
120000
SH
SOLE
120000
0
0
CITIGROUP INC
COMMON
172967424
220235
4540000
SH
SOLE
4540000
0
0
CONTINENTAL RESOURCES INC
-
212015101
4290
40000
SH
SOLE
40000
0
0
CUBESMART
-
229663109
42459
2380000
SH
SOLE
2380000
0
0
D R HORTON INC
COMMON
23331A109
202072
10400000
SH
SOLE
10400000
0
0
DELTA AIR LINES INC DEL
-
247361702
123848
5250000
SH
SOLE
5250000
0
0
DIAMONDROCK HOSPITALITY C
COMMON
252784301
76077
7130000
SH
SOLE
7130000
0
0
EOG RES INC
COMMON
26875P101
8464
50000
SH
SOLE
50000
0
0
EBAY INC
-
278642103
29013
520000
SH
SOLE
520000
0
0
EQUITY RESIDENTIAL
-
29476L107
13392
250000
SH
SOLE
250000
0
0
EXTRA SPACE STORAGE INC
-
30225T102
70364
1538000
SH
SOLE
1538000
0
0
EXXON MOBIL CORP
-
30231G102
12476
145000
SH
SOLE
145000
0
0
FACEBOOK INC
-
30303M102
29636
590000
SH
SOLE
590000
0
0
FORD MTR CO DEL
-
345370860
158915
9420000
SH
SOLE
9420000
0
0
GENERAL MTRS CORP
-
37045V100
27697
770000
SH
SOLE
770000
0
0
GOLDMAN SACHS GROUP INC
COMMON
38141G104
27687
175000
SH
SOLE
175000
0
0
HALLIBURTON CO
COMMON
406216101
28649
595000
SH
SOLE
595000
0
0
HOST HOTELS & RESORTS INC
COMMON
44107P104
59203
3350490
SH
SOLE
3350490
0
0
HUMANA INC
-
444859102
3267
35000
SH
SOLE
35000
0
0
JP MORGAN CHASE & CO
-
46625H100
18608
360000
SH
SOLE
360000
0
0
JONES LANG LASALLE INC
COMMON
48020Q107
63729
730000
SH
SOLE
730000
0
0
KODIAK OIL & GAS CORP
COMMON
50015Q100
1327
110000
SH
SOLE
110000
0
0
LENNAR CORP
CL A
526057104
243552
6880000
SH
SOLE
6880000
0
0
LYON WILLIAM HOMES
COMMON
552074700
23917
1177000
SH
SOLE
1177000
0
0
MAGNA INTL INC
-
559222401
79258
960000
SH
SOLE
960000
0
0
MERITAGE HOME CORP.
COMMON
59001A102
14818
345000
SH
SOLE
345000
0
0
METHODE ELECTRS INC
COMMON
591520200
3500
125000
SH
SOLE
125000
0
0
METLIFE INC
COMMON
59156R108
3756
80000
SH
SOLE
80000
0
0
MICRON TECHNOLOGY INC
-
595112103
100185
5735000
SH
SOLE
5735000
0
0
MOHAWK INDS INC
-
608190104
106805
820000
SH
SOLE
820000
0
0
MORGAN STANLEY
COMMON
617446448
353045
13100000
SH
SOLE
13100000
0
0
NUTRI SYS INC NEW
COMMON
67069D108
575
40000
SH
SOLE
40000
0
0
OASIS PETE INC NEW
COMMON
674215108
8352
170000
SH
SOLE
170000
0
0
POLARIS INDS INC
-
731068102
105669
818000
SH
SOLE
818000
0
0
PRESTIGE BRANDS HLDGS INC
COMMON
74112D101
16566
550000
SH
SOLE
550000
0
0
PRICELINE COM INC
COMMON
741503403
28913
28600
SH
SOLE
28600
0
0
PROLOGIS
COMMON
74340W103
24453
650000
SH
SOLE
650000
0
0
PRUDENTIAL FINL INC
COMMON
744320102
8188
105000
SH
SOLE
105000
0
0
PUBLIC STORAGE INC
COMMON
74460D109
55390
345000
SH
SOLE
345000
0
0
PULTE HOMES INC
COMMON
745867101
61875
3750000
SH
SOLE
3750000
0
0
RLJ LODGING TR
-
74965L101
88769
3779000
SH
SOLE
3779000
0
0
ROCK-TENN CO
COMMON
772739207
63547
627500
SH
SOLE
627500
0
0
RYLAND GROUP INC
COMMON
783764103
13176
325000
SH
SOLE
325000
0
0
SCHLUMBERGER LTD
-
806857108
29159
330000
SH
SOLE
330000
0
0
SHERWIN WILLIAMS CO
-
824348106
21862
120000
SH
SOLE
120000
0
0
SOVRAN SELF STORAGE INC
-
84610H108
59091
780800
SH
SOLE
780800
0
0
STANDARD PAC CORP NEW
COMMON
85375C101
15029
1900000
SH
SOLE
1900000
0
0
SUNSTONE HOTEL INVS INC N
COMMON
867892101
62490
4905000
SH
SOLE
4905000
0
0
TRW AUTOMOTIVE HLDGS CORP
COMMON
87264S106
86642
1215000
SH
SOLE
1215000
0
0
TRI POINTE HOMES INC
COMMON
87265H109
1908
130000
SH
SOLE
130000
0
0
TESLA MTRS INC
COMMON
88160R101
32873
170000
SH
SOLE
170000
0
0
TOLL BROTHERS INC
COMMON
889478103
203336
6270000
SH
SOLE
6270000
0
0
TOYOTA MOTOR CORP
-
892331307
35848
280000
SH
SOLE
280000
0
0
UNITED RENTALS INC
COMMON
911363109
34974
600000
SH
SOLE
600000
0
0
WHIRLPOOL CORP
COMMON
963320106
238697
1630000
SH
SOLE
1630000
0
0
WISDOMTREE INVTS INC
COMMON
97717P104
11601
1000000
SH
SOLE
1000000
0
0