0000868491-17-000011.txt : 20171109 0000868491-17-000011.hdr.sgml : 20171109 20171109124703 ACCESSION NUMBER: 0000868491-17-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171109 DATE AS OF CHANGE: 20171109 EFFECTIVENESS DATE: 20171109 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: 171189821 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 09-30-2017 09-30-2017 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 11-09-2017 0 53 2285442 false INFORMATION TABLE 2 cgm13f09302017informationt.xml INFORMATION TABLE AMERICAN HOMES 4 RENT COMMON 02665T306 12266 565000 SH SOLE 565000 0 0 AMERICAN TOWER CORP NEW COMMON 03027X100 46471 340000 SH SOLE 340000 0 0 ANGLO AMERN PLC COMMON 03485P300 14350 1570000 SH SOLE 1570000 0 0 APPLIED MATLS INC COMMON 038222105 59904 1150000 SH SOLE 1150000 0 0 AZUL S A COMMON 05501U106 4666 170000 SH SOLE 170000 0 0 BANCO BRADESCO S A COMMON 059460303 52582 4750000 SH SOLE 4750000 0 0 BANK OF AMERICA CORPORATION COMMON 060505104 188023 7420000 SH SOLE 7420000 0 0 BRINKS CO COMMON 109696104 1264 15000 SH SOLE 15000 0 0 BUILDERS FIRSTSOURCE INC COMMON 12008R107 630 35000 SH SOLE 35000 0 0 CARNIVAL CORP COMMON 143658300 65539 1015000 SH SOLE 1015000 0 0 CAVCO INDS INC DEL COMMON 149568107 1180 8000 SH SOLE 8000 0 0 CENTURY CMNTYS INC COMMON 156504300 1852 75000 SH SOLE 75000 0 0 CHEMOURS CO COMMON 163851108 38970 770000 SH SOLE 770000 0 0 CHOICE HOTELS INTL INC COMMON 169905106 5751 90000 SH SOLE 90000 0 0 CITIGROUP INC COMMON 172967424 193488 2660000 SH SOLE 2660000 0 0 DDR CORP COMMON 23317H102 47357 5170000 SH SOLE 5170000 0 0 D R HORTON INC COMMON 23331A109 47916 1200000 SH SOLE 1200000 0 0 EQUITY LIFESTYLE PPTYS INC COMMON 29472R108 42540 500000 SH SOLE 500000 0 0 GOL LINHAS AEREAS INTLG S.A. COMMON 38045R206 4228 200000 SH SOLE 200000 0 0 HILTON WORLDWIDE HLDGS COMMON 43300A203 52782 760000 SH SOLE 760000 0 0 INVITATION HOMES INC COMMON 46187W107 45300 2000000 SH SOLE 2000000 0 0 ITAU UNIBANCO HOLDING S. A. COMMON 465562106 44525 3250000 SH SOLE 3250000 0 0 LGI HOMES INC COMMON 50187T106 22828 470000 SH SOLE 470000 0 0 LAM RESEARCH CORP COMMON 512807108 46630 252000 SH SOLE 252000 0 0 LEAR CORP COMMON 521865204 27693 160000 SH SOLE 160000 0 0 LENNAR CORP CL A 526057104 57552 1090000 SH SOLE 1090000 0 0 LYON WILLIAM HOMES COMMON 552074700 2529 110000 SH SOLE 110000 0 0 MGIC INVT CORP WIS COMMON 552848103 376 30000 SH SOLE 30000 0 0 MARRIOTT INTL INC NEW COMMON 571903202 11026 100000 SH SOLE 100000 0 0 MICRON TECHNOLOGY INC COMMON 595112103 82986 2110000 SH SOLE 2110000 0 0 MORGAN STANLEY COMMON 617446448 130541 2710000 SH SOLE 2710000 0 0 NVR INC COMMON 62944T105 92216 32300 SH SOLE 32300 0 0 NORBORD INC COMMON 65548P403 381 10000 SH SOLE 10000 0 0 NUTRI SYS INC NEW COMMON 67069D108 838 15000 SH SOLE 15000 0 0 POSCO COMMON 693483109 29148 420000 SH SOLE 420000 0 0 PRUDENTIAL FINL INC COMMON 744320102 56350 530000 SH SOLE 530000 0 0 PULTE HOMES INC COMMON 745867101 51927 1900000 SH SOLE 1900000 0 0 RADIAN GROUP INC COMMON 750236101 374 20000 SH SOLE 20000 0 0 SCHWAB CHARLES CORP NEW COMMON 808513105 73483 1680000 SH SOLE 1680000 0 0 SOUTHERN COPPER CORP COMMON 84265V105 45724 1150000 SH SOLE 1150000 0 0 SUN CMNTYS INC COMMON 866674104 44125 515000 SH SOLE 515000 0 0 TRI POINTE GROUP INC COMMON 87265H109 1933 140000 SH SOLE 140000 0 0 THOR INDS INC COMMON 885160101 11332 90000 SH SOLE 90000 0 0 TOLL BROTHERS INC COMMON 889478103 7879 190000 SH SOLE 190000 0 0 TURQUOISE HILL RES LTD COMMON 900435108 118498 38225000 SH SOLE 38225000 0 0 VALE S A COMMON 91912E105 194351 19300000 SH SOLE 19300000 0 0 WEIGHT WATCHERS INTL INC COMMON 948626106 2178 50000 SH SOLE 50000 0 0 WESTERN DIGITAL CORP COMMON 958102105 24624 285000 SH SOLE 285000 0 0 WHIRLPOOL CORP COMMON 963320106 21211 115000 SH SOLE 115000 0 0 ESSENT GROUP LTD COMMON G3198U102 405 10000 SH SOLE 10000 0 0 NORWEGIAN CRUISE LINE HLD COMMON G66721104 65941 1220000 SH SOLE 1220000 0 0 GRUPO MEXICO SA DE CV COMMON P49538112 16470 5400000 SH SOLE 5400000 0 0 ROYAL CARIBBEAN CRUISES LTD COMMON V7780T103 72309 610000 SH SOLE 610000 0 0