0000868491-15-000003.txt : 20150213
0000868491-15-000003.hdr.sgml : 20150213
20150213090102
ACCESSION NUMBER: 0000868491-15-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150213
DATE AS OF CHANGE: 20150213
EFFECTIVENESS DATE: 20150213
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: 15609254
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
12-31-2014
12-31-2014
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
Robert L. Kemp
Boston
MA
02-13-2015
0
59
3630692
false
INFORMATION TABLE
2
cgm13f12312014informationt.xml
INFORMATION TABLE
AMAG PHARMACEUTICALS INC
COMMON
00163U106
22248
522000
SH
SOLE
522000
0
0
AMERICAN AIRLS GROUP INC
COMMON
02376R102
81786
1525000
SH
SOLE
1525000
0
0
AMERICAN TOWER CORP NEW
COMMON
03027X100
62276
630000
SH
SOLE
630000
0
0
AMERIPRISE FINL INC
COMMON
03076C106
30418
230000
SH
SOLE
230000
0
0
ASHFORD HOSPITALITY TR IN
COMMON
044103109
10428
995000
SH
SOLE
995000
0
0
AVIS BUDGET GROUP
COMMON
053774105
6633
100000
SH
SOLE
100000
0
0
BANK OF AMERICA CORPORATI
COMMON
060505104
157969
8830000
SH
SOLE
8830000
0
0
BLACKROCK INC
COMMON
09247X101
24314
68000
SH
SOLE
68000
0
0
CBRE GROUP INC
COMMON
12504L109
66616
1945000
SH
SOLE
1945000
0
0
CARNIVAL CORP
COMMON
143658300
5893
130000
SH
SOLE
130000
0
0
CHESAPEAKE LODGING TR
COMMON
165240102
48369
1299900
SH
SOLE
1299900
0
0
CITIGROUP INC
COMMON
172967424
221310
4090000
SH
SOLE
4090000
0
0
D R HORTON INC
COMMON
23331A109
229454
9072900
SH
SOLE
9072900
0
0
DELTA AIR LINES INC DEL
COMMON
247361702
3443
70000
SH
SOLE
70000
0
0
DIAMONDROCK HOSPITALITY C
COMMON
252784301
60372
4060000
SH
SOLE
4060000
0
0
DISNEY WALT CO
COMMON
254687106
33908
360000
SH
SOLE
360000
0
0
FORD MTR CO DEL
COMMON
345370860
118188
7625000
SH
SOLE
7625000
0
0
G-III APPAREL GROUP LTD
COMMON
36237H101
8586
85000
SH
SOLE
85000
0
0
GENERAL MTRS CORP
COMMON
37045V100
61791
1770000
SH
SOLE
1770000
0
0
GOLDMAN SACHS GROUP INC
COMMON
38141G104
7753
40000
SH
SOLE
40000
0
0
HOST HOTELS & RESORTS INC
COMMON
44107P104
64191
2700490
SH
SOLE
2700490
0
0
ITAU UNIBANCO HOLDING S. A.
COMMON
465562106
23158
1780000
SH
SOLE
1780000
0
0
JONES LANG LASALLE INC
COMMON
48020Q107
101952
680000
SH
SOLE
680000
0
0
LASALLE HOTEL PPTYS
COM SH BEN INT
517942108
69406
1715000
SH
SOLE
1715000
0
0
LENNAR CORP
CL A
526057104
303812
6780000
SH
SOLE
6780000
0
0
MAGNA INTL INC
COMMON
559222401
24999
230000
SH
SOLE
230000
0
0
MARINEMAX INC
COMMON
567908108
3008
150000
SH
SOLE
150000
0
0
MARRIOTT INTL INC NEW
COMMON
571903202
16776
215000
SH
SOLE
215000
0
0
MASTERCARD INC
COMMON
57636Q104
24125
280000
SH
SOLE
280000
0
0
MICRON TECHNOLOGY INC
COMMON
595112103
65346
1866500
SH
SOLE
1866500
0
0
MORGAN STANLEY
COMMON
617446448
255304
6580000
SH
SOLE
6580000
0
0
NVR INC
COMMON
62944T105
20405
16000
SH
SOLE
16000
0
0
NIKE INC
COMMON
654106103
28364
295000
SH
SOLE
295000
0
0
PEBBLEBROOK HOTEL TR
COMMON
70509V100
66848
1465000
SH
SOLE
1465000
0
0
POLARIS INDS INC
COMMON
731068102
96642
639000
SH
SOLE
639000
0
0
RLJ LODGING TR
COMMON
74965L101
107095
3194000
SH
SOLE
3194000
0
0
RF MICRODEVICES INC
COMMON
749941100
16590
1000000
SH
SOLE
1000000
0
0
RESTORATION HARDWARE HLDG
COMMON
761283100
3840
40000
SH
SOLE
40000
0
0
RYLAND GROUP INC
COMMON
783764103
16966
440000
SH
SOLE
440000
0
0
RYMAN HOSPITALITY PPTYS I
COMMON
78377T107
67512
1280100
SH
SOLE
1280100
0
0
SCHWAB CHARLES CORP NEW
COMMON
808513105
62493
2070000
SH
SOLE
2070000
0
0
SKECHERS U S A INC
COMMON
830566105
6078
110000
SH
SOLE
110000
0
0
SKYWORKS SOLUTIONS INC
COMMON
83088M102
73074
1005000
SH
SOLE
1005000
0
0
STANDARD PAC CORP NEW
COMMON
85375C101
11956
1640000
SH
SOLE
1640000
0
0
STRATEGIC HOTELS & RESORT
COMMON
86272T106
59270
4480000
SH
SOLE
4480000
0
0
SUMMIT HOTEL PPTYS
COMMON
866082100
16160
1299000
SH
SOLE
1299000
0
0
TRI POINTE HOMES INC
COMMON
87265H109
23638
1550000
SH
SOLE
1550000
0
0
TOLL BROTHERS INC
COMMON
889478103
215901
6300000
SH
SOLE
6300000
0
0
UNITED CONTL HLDGS INC
COMMON
910047109
67559
1010000
SH
SOLE
1010000
0
0
UNITED PARCEL SERVICE INC
COMMON
911312106
16676
150000
SH
SOLE
150000
0
0
UNITED RENTALS INC
COMMON
911363109
52025
510000
SH
SOLE
510000
0
0
VIRGIN AMER INC
COMMON
92765X208
14272
330000
SH
SOLE
330000
0
0
VISA INC
COMMON
92826C839
27531
105000
SH
SOLE
105000
0
0
WESTERN DIGITAL CORP
COMMON
958102105
63099
570000
SH
SOLE
570000
0
0
WHIRLPOOL CORP
COMMON
963320106
28092
145000
SH
SOLE
145000
0
0
SIGNET JEWELERS LIMITED
COMMON
G81276100
106572
810000
SH
SOLE
810000
0
0
FIAT CHRYSLER AUTOMOBILES
COMMON
N31738102
86618
7480000
SH
SOLE
7480000
0
0
ROYAL CARIBBEAN CRUISES L
COMMON
V7780T103
26378
320000
SH
SOLE
320000
0
0
AVAGO TECHNOLOGIES LTD
COMMON
Y0486S104
35206
350000
SH
SOLE
350000
0
0