0000868491-19-000011.txt : 20190809 0000868491-19-000011.hdr.sgml : 20190809 20190809153628 ACCESSION NUMBER: 0000868491-19-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190809 DATE AS OF CHANGE: 20190809 EFFECTIVENESS DATE: 20190809 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: 191012810 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 06-30-2019 06-30-2019 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 08-09-2019 0 42 1423468 false INFORMATION TABLE 2 cgm13f06302019informationt.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COMMON 007903107 25359 835000 SH SOLE 835000 0 0 ALEXANDRIA REAL ESTATE EQUITY COMMON 015271109 30334 215000 SH SOLE 215000 0 0 AMBEV SA COMMON 02319V103 10274 2200000 SH SOLE 2200000 0 0 AMERICAN HOMES 4 RENT COMMON 02665T306 10210 420000 SH SOLE 420000 0 0 AMERICAN TOWER CORP NEW COMMON 03027X100 35779 175000 SH SOLE 175000 0 0 AMERICOLD RLTY TRUST COMMON 03064D108 24639 760000 SH SOLE 760000 0 0 BANCO BRADESCO S A COMMON 059460303 158220 16112000 SH SOLE 16112000 0 0 BANCO SANTANDER BRASIL S A COMMON 05967A107 61427 5175000 SH SOLE 5175000 0 0 BEST BUY INC COMMON 086516101 8019 115000 SH SOLE 115000 0 0 CARMAX INC COMMON 143130102 33430 385000 SH SOLE 385000 0 0 COMPANHIA SIDERURGICA NACIONAL COMMON 20440W105 8620 2000000 SH SOLE 2000000 0 0 Corecivic Inc. COMMON 21871N101 34358 1655000 SH SOLE 1655000 0 0 CROWN CASTLE INTL CORP COMMON 22822V101 35846 275000 SH SOLE 275000 0 0 DELTA AIR LINES INC DEL COMMON 247361702 2838 50000 SH SOLE 50000 0 0 DOLLAR TREE INC COMMON 256746108 8591 80000 SH SOLE 80000 0 0 FEDERAL REALTY INVT TRUST COMMON 313747206 10945 85000 SH SOLE 85000 0 0 GEO GROUP INC NEW COMMON 36162J106 35339 1682000 SH SOLE 1682000 0 0 HARRIS CORP. COMMON 413875105 34989 185000 SH SOLE 185000 0 0 INVITATION HOMES INC COMMON 46187W107 18978 710000 SH SOLE 710000 0 0 ITAU UNIBANCO HOLDING S. A. COMMON 465562106 129007 13695000 SH SOLE 13695000 0 0 KKR REAL ESTATE FIN TR INC COMMON 48251K100 34541 1734000 SH SOLE 1734000 0 0 KIMCO REALTY CORP COMMON 49446R109 28644 1550000 SH SOLE 1550000 0 0 LEVI STRAUSS & CO NEW COMMON 52736R102 11066 530000 SH SOLE 530000 0 0 LOCKHEED MARTIN CORP COMMON 539830109 45806 126000 SH SOLE 126000 0 0 MICROSOFT CORP COMMON 594918104 43403 324000 SH SOLE 324000 0 0 NVR INC COMMON 62944T105 49880 14800 SH SOLE 14800 0 0 NEW RESIDENTIAL INVT CORP COMMON 64828T201 35397 2300000 SH SOLE 2300000 0 0 NORTHROP GRUMMAN CORP COMMON 666807102 21325 66000 SH SOLE 66000 0 0 ORACLE CORP COMMON 68389X105 42728 750000 SH SOLE 750000 0 0 PBF ENERGY INC COMMON 69318G106 12207 390000 SH SOLE 390000 0 0 PVH CORP COMMON 693656100 2839 30000 SH SOLE 30000 0 0 PETROLEO BRASILEIRO SA PE COMMON 71654V408 135459 8700000 SH SOLE 8700000 0 0 PROLOGIS COMMON 74340W103 31239 390000 SH SOLE 390000 0 0 PULTE HOMES INC COMMON 745867101 2846 90000 SH SOLE 90000 0 0 QUANTA SVCS INC COMMON 74762E102 5919 155000 SH SOLE 155000 0 0 REGENCY CTRS CORP COMMON 758849103 35038 525000 SH SOLE 525000 0 0 RETAIL OPPORTUNITY INVTS COMMON 76131N101 35373 2065000 SH SOLE 2065000 0 0 SINCLAIR BROADCAST GROUP COMMON 829226109 33680 628000 SH SOLE 628000 0 0 SITE CENTERS CORP COMMON 82981J109 19132 1445000 SH SOLE 1445000 0 0 TARGET CORP COMMON 87612E106 35943 415000 SH SOLE 415000 0 0 TIM PARTICIPACOES S A COMMON 88706P205 6587 440000 SH SOLE 440000 0 0 TURQUOISE HILL RES LTD COMMON 900435108 37214 30011000 SH SOLE 30011000 0 0