0000868491-19-000004.txt : 20190214
0000868491-19-000004.hdr.sgml : 20190214
20190214144033
ACCESSION NUMBER: 0000868491-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190214
DATE AS OF CHANGE: 20190214
EFFECTIVENESS DATE: 20190214
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: 19604819
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
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0000868491
XXXXXXXX
12-31-2018
12-31-2018
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
02-14-2019
0
51
1595411
false
INFORMATION TABLE
2
cgm13f123118informationtab.xml
INFORMATION TABLE
ALEXANDRIA REAL ESTATE EQUITY, INC.
COMMON
015271109
34572
300000
SH
SOLE
300000
0
0
AMBEV SA
COMMON
02319V103
39984
10200000
SH
SOLE
10200000
0
0
AMERICAN HOMES 4 RENT
COMMON
02665T306
32157
1620000
SH
SOLE
1620000
0
0
AMERICAN TOWER CORP NEW
COMMON
03027X100
39548
250000
SH
SOLE
250000
0
0
APARTMENT INVT & MGMT CO
COMMON
03748R101
16674
380000
SH
SOLE
380000
0
0
AZUL S A
COMMON
05501U106
4707
170000
SH
SOLE
170000
0
0
BANCO BRADESCO S A
COMMON
059460303
141773
14335000
SH
SOLE
14335000
0
0
BANCO SANTANDER BRASIL S A
COMMON
05967A107
57598
5175000
SH
SOLE
5175000
0
0
CBRE GROUP INC
COMMON
12504L109
36036
900000
SH
SOLE
900000
0
0
CHEVRONTEXACO CORP
COMMON
166764100
13055
120000
SH
SOLE
120000
0
0
COMPANHIA BRASILEIRA DE DISTRIBUICAO
COMMON
20440T201
8516
410000
SH
SOLE
410000
0
0
CONCHO RES INC
COMMON
20605P101
3598
35000
SH
SOLE
35000
0
0
CONOCOPHILLIPS
COMMON
20825C104
7170
115000
SH
SOLE
115000
0
0
Corecivic Inc.
COMMON
21871N101
29509
1655000
SH
SOLE
1655000
0
0
CROWN CASTLE INTL CORP
COMMON
22822V101
35848
330000
SH
SOLE
330000
0
0
DELL TECHNOLOGIES
COMMON
24703L202
31032
635000
SH
SOLE
635000
0
0
DIAMONDBACK ENERGY INC
COMMON
25278X109
5562
60000
SH
SOLE
60000
0
0
DOLLAR TREE INC
COMMON
256746108
5871
65000
SH
SOLE
65000
0
0
ECOPETROL S A
COMMON
279158109
794
50000
SH
SOLE
50000
0
0
FORESTAR GROUP INC
COMMON
346232101
1939
140000
SH
SOLE
140000
0
0
GEO GROUP INC NEW
COMMON
36162J106
33529
1702000
SH
SOLE
1702000
0
0
GAMING & LEISURE PPTYS INC.
COMMON
36467J108
36510
1130000
SH
SOLE
1130000
0
0
INVITATION HOMES INC
COMMON
46187W107
33132
1650000
SH
SOLE
1650000
0
0
ITAU UNIBANCO HOLDING S. A.
COMMON
465562106
129742
14195000
SH
SOLE
14195000
0
0
LGI HOMES INC
COMMON
50187T106
14470
320000
SH
SOLE
320000
0
0
LILLY ELI & CO
COMMON
532457108
5786
50000
SH
SOLE
50000
0
0
MGM GROWTH PPTYS LLC
COMMON
55303A105
34993
1325000
SH
SOLE
1325000
0
0
MARATHON PETE CORP
COMMON
56585A102
44553
755000
SH
SOLE
755000
0
0
PBF ENERGY INC
COMMON
69318G106
20582
630000
SH
SOLE
630000
0
0
PETROLEO BRASILEIRO SA PETROBRAS
COMMON
71654V408
115138
8850000
SH
SOLE
8850000
0
0
PHILLIPS 66
COMMON
718546104
33598
390000
SH
SOLE
390000
0
0
PHYSICIANS RLTY TRUST
COMMON
71943U104
3527
220000
SH
SOLE
220000
0
0
PIONEER NAT RES CO
COMMON
723787107
13810
105000
SH
SOLE
105000
0
0
SITE CENTERS CORP
COMMON
82981J109
36420
3290000
SH
SOLE
3290000
0
0
UNITED RENTALS INC
COMMON
911363109
14867
145000
SH
SOLE
145000
0
0
V F CORP
COMMON
918204108
2140
30000
SH
SOLE
30000
0
0
VALE S A
COMMON
91912E105
185425
14058000
SH
SOLE
14058000
0
0
VICI PPTYS INC
COMMON
925652109
5634
300000
SH
SOLE
300000
0
0
WAL MART STORES INC
COMMON
931142103
932
10000
SH
SOLE
10000
0
0
WEYERHAEUSER CO
COMMON
962166104
23609
1080000
SH
SOLE
1080000
0
0
WHITING PETROLEUM CORP
COMMON
966387409
31766
1400000
SH
SOLE
1400000
0
0
ZEBRA TECHNOLOGIES CORP
COMMON
989207105
54807
344200
SH
SOLE
344200
0
0
CUSHMAN WAKEFIELD PLC
COMMON
G2717B108
20258
1400000
SH
SOLE
1400000
0
0
ENDO INTERNATIONAL PLC
COMMON
G30401106
365
50000
SH
SOLE
50000
0
0
HORIZON PHARMA PLC
COMMON
G4617B105
3420
175000
SH
SOLE
175000
0
0
JAZZ PHARMACEUTICALS INC
COMMON
G50871105
40907
330000
SH
SOLE
330000
0
0
MALLINCKRODT PUB LTD CO
COMMON
G5785G107
790
50000
SH
SOLE
50000
0
0
NORWEGIAN CRUISE LINE HLD
COMMON
G66721104
49384
1165000
SH
SOLE
1165000
0
0
SMART GLOBAL HLDGS INC
COMMON
G8232Y101
2822
95000
SH
SOLE
95000
0
0
FIAT CHRYSLER AUTOMOBILES
COMMON
N31738102
1301
90000
SH
SOLE
90000
0
0
ROYAL CARIBBEAN CRUISES LTD
COMMON
V7780T103
55251
565000
SH
SOLE
565000
0
0