0000868491-20-000013.txt : 20200813 0000868491-20-000013.hdr.sgml : 20200813 20200813121757 ACCESSION NUMBER: 0000868491-20-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201098225 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 06-30-2020 06-30-2020 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 08-13-2020 0 41 860404 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE ABBVIE INC COMMON 00287Y109 15218 155000 SH SOLE 155000 0 0 ADOBE SYS INC COMMON 00724F101 22201 51000 SH SOLE 51000 0 0 ALAMOS GOLD INC NEW COMMON 011532108 20167 2150000 SH SOLE 2150000 0 0 AMERICAN HOMES 4 RENT COMMON 02665T306 15333 570000 SH SOLE 570000 0 0 BARRICK GOLD CORPORATION COMMON 067901108 14817 550000 SH SOLE 550000 0 0 BEST BUY INC COMMON 086516101 11345 130000 SH SOLE 130000 0 0 BRUNSWICK CORP COMMON 117043109 20483 320000 SH SOLE 320000 0 0 CENTENE CORP DEL COMMON 15135B101 13981 220000 SH SOLE 220000 0 0 D R HORTON INC COMMON 23331A109 49628 895000 SH SOLE 895000 0 0 DECKERS OUTDOOR CORP COMMON 243537107 16300 83000 SH SOLE 83000 0 0 DOLLAR GEN CORP NEW COMMON 256677105 24766 130000 SH SOLE 130000 0 0 EQUITY LIFESTYLE PPTYS INC COMMON 29472R108 6248 100000 SH SOLE 100000 0 0 GOLD FIELDS LTD NEW COMMON 38059T106 21150 2250000 SH SOLE 2250000 0 0 INNOVATIVE INDL PPTYS INC COMMON 45781V101 4401 50000 SH SOLE 50000 0 0 KB HOME COMMON 48666K109 50008 1630000 SH SOLE 1630000 0 0 KINROSS GOLD CORP COMMON 496902404 22382 3100000 SH SOLE 3100000 0 0 LGI HOMES INC COMMON 50187T106 33451 380000 SH SOLE 380000 0 0 LENNAR CORP CL A 526057104 51761 840000 SH SOLE 840000 0 0 LILLY ELI & CO COMMON 532457108 11493 70000 SH SOLE 70000 0 0 M D C HLDGS INC COMMON 552676108 13566 380000 SH SOLE 380000 0 0 MERITAGE HOME CORP. COMMON 59001A102 60135 790000 SH SOLE 790000 0 0 MOLINA HEALTHCARE INC COMMON 60855R100 7119 40000 SH SOLE 40000 0 0 NEWMONT MINING CORP COMMON 651639106 1235 20000 SH SOLE 20000 0 0 NOKIA CORP COMMON 654902204 14520 3300000 SH SOLE 3300000 0 0 PENNYMAC FINL SVCS INC COMMON 70932M107 27581 660000 SH SOLE 660000 0 0 POTLATCH DELTIC CORP COMMON 737630103 3423 90000 SH SOLE 90000 0 0 PULTE HOMES INC COMMON 745867101 21779 640000 SH SOLE 640000 0 0 SSR MNG INC COMMON 784730103 20264 950000 SH SOLE 950000 0 0 SANDSTORM GOLD LTD COMMON 80013R206 22126 2300000 SH SOLE 2300000 0 0 SITE CENTERS CORP COMMON 82981J109 12150 1500000 SH SOLE 1500000 0 0 SUN CMNTYS INC COMMON 866674104 6106 45000 SH SOLE 45000 0 0 TRI POINTE GROUP INC COMMON 87265H109 22182 1510000 SH SOLE 1510000 0 0 TAYLOR MORRISON HOME CORP COMMON 87724P106 31057 1610000 SH SOLE 1610000 0 0 TEMPUR SEALY INTL INC COMMON 88023U101 1799 25000 SH SOLE 25000 0 0 TERADYNE INC COMMON 880770102 26621 315000 SH SOLE 315000 0 0 THOR INDS INC COMMON 885160101 28763 270000 SH SOLE 270000 0 0 TOLL BROTHERS INC COMMON 889478103 25094 770000 SH SOLE 770000 0 0 VALE S A COMMON 91912E105 22682 2200000 SH SOLE 2200000 0 0 VERTEX PHARMACEUTICALS INC COMMON 92532F100 10741 37000 SH SOLE 37000 0 0 WINNEBAGO INDS INC COMMON 974637100 26315 395000 SH SOLE 395000 0 0 HORIZON THERAPEUTICS PLC COMMON G46188101 30013 540000 SH SOLE 540000 0 0