President of General Partner

0000868491-21-000010.txt : 20210513 0000868491-21-000010.hdr.sgml : 20210513 20210513114045 ACCESSION NUMBER: 0000868491-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 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: 21918001 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 03-31-2021 03-31-2021 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 MA 05-13-2021 0 56 1095005 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE Academy Sports and Outdoors, Inc. Common Stocks 00402L107 21997 815000 SH SOLE 815000 0 0 American Tower Corporation Common Stocks 03027X100 9562 40000 SH SOLE 40000 0 0 Anglo American plc ADR ADR 03485P300 20843 1050000 SH SOLE 1050000 0 0 ArcelorMittal ADR 03938L203 21878 750000 SH SOLE 750000 0 0 Asbury Automotive Group, Inc. Common Stocks 043436104 14443 73500 SH SOLE 73500 0 0 Avis Budget Group, Inc. Common Stocks 053774105 31918 440000 SH SOLE 440000 0 0 Bank of America Corporation Common Stocks 060505104 39077 1010000 SH SOLE 1010000 0 0 Best Buy Co., Inc. Common Stocks 086516101 32147 280000 SH SOLE 280000 0 0 Brixmor Property Group, Inc. Common Stocks 11120U105 19623 970000 SH SOLE 970000 0 0 Brunswick Corporation Common Stocks 117043109 9060 95000 SH SOLE 95000 0 0 Bunge Limited Common Stocks G16962105 10305 130000 SH SOLE 130000 0 0 Chubb Limited Common Stocks H1467J104 11058 70000 SH SOLE 70000 0 0 Citigroup Inc. Common Stocks 172967424 34556 475000 SH SOLE 475000 0 0 Companhia Siderurgica Nacional ADR ADR 20440W105 27269 4070000 SH SOLE 4070000 0 0 Crown Castle International Corp. Common Stocks 22822V101 3443 20000 SH SOLE 20000 0 0 CubeSmart Common Stocks 229663109 6431 170000 SH SOLE 170000 0 0 DiamondRock Hospitality Company Common Stocks 252784301 15450 1500000 SH SOLE 1500000 0 0 Domtar Corporation Common Stocks 257559203 8868 240000 SH SOLE 240000 0 0 FEDEX Corporation Common Stocks 31428X106 29824 105000 SH SOLE 105000 0 0 Forestar Group Inc. Common Stocks 346232101 14294 614000 SH SOLE 614000 0 0 Freeport-McMoRan Inc. Common Stocks 35671D857 24698 750000 SH SOLE 750000 0 0 Gerdau S.A. ADR ADR 373737105 23523 4405000 SH SOLE 4405000 0 0 Group 1 Automotive, Inc. Common Stocks 398905109 4734 30000 SH SOLE 30000 0 0 HCA Holdings, Inc. Common Stocks 40412C101 5650 30000 SH SOLE 30000 0 0 Host Hotels & Resorts, Inc. Common Stocks 44107P104 8425 500000 SH SOLE 500000 0 0 JPMorgan Chase & Co. Common Stocks 46625H100 36231 238000 SH SOLE 238000 0 0 Kinross Gold Corporation Common Stocks 496902404 4669 700000 SH SOLE 700000 0 0 Kontoor Brands, Inc. Common Stocks 50050N103 971 20000 SH SOLE 20000 0 0 Life Storage, Inc. Common Stocks 53223X107 16331 190000 SH SOLE 190000 0 0 Morgan Stanley Common Stocks 617446448 11261 145000 SH SOLE 145000 0 0 OneMain Holdings, Inc. Common Stocks 68268W103 34381 640000 SH SOLE 640000 0 0 Park Hotels & Resorts Inc. Common Stocks 700517105 27622 1280000 SH SOLE 1280000 0 0 Pebblebrook Hotel Trust Common Stocks 70509V100 19432 800000 SH SOLE 800000 0 0 Polaris Industries Inc. Common Stocks 731068102 26700 200000 SH SOLE 200000 0 0 Prudential Financial, Inc. Common Stocks 744320102 20498 225000 SH SOLE 225000 0 0 Regency Centers Corporation Common Stocks 758849103 16162 285000 SH SOLE 285000 0 0 Rio Tinto plc ADR ADR 767204100 23295 300000 SH SOLE 300000 0 0 Ryman Hospitality Properties, Inc. Common Stocks 78377T107 23253 300000 SH SOLE 300000 0 0 SBA Communications Corporation Common Stocks 78410G104 2776 10000 SH SOLE 10000 0 0 Simon Property Group, Inc. Common Stocks 828806109 23892 210000 SH SOLE 210000 0 0 SITE Centers Corp. Common Stocks 82981J109 20340 1500000 SH SOLE 1500000 0 0 Southern Copper Corporation Common Stocks 84265V105 22736 335000 SH SOLE 335000 0 0 Stellantis N.V. Common Stocks N82405106 32912 1850000 SH SOLE 1850000 0 0 Sunstone Hotel Investors, Inc. Common Stocks 867892101 25418 2040000 SH SOLE 2040000 0 0 Tanger Factory Outlet Centers, Inc. Common Stocks 875465106 22544 1490000 SH SOLE 1490000 0 0 Tenet Healthcare Corporation Common Stocks 88033G407 35360 680000 SH SOLE 680000 0 0 The Howard Hughes Corporation Common Stocks 44267D107 3044 32000 SH SOLE 32000 0 0 Thor Industries, Inc. Common Stocks 885160101 24927 185000 SH SOLE 185000 0 0 Turquoise Hill Resources Ltd. Common Stocks 900435207 23781 1478000 SH SOLE 1478000 0 0 Urban Edge Properties Common Stocks 91704F104 21146 1280000 SH SOLE 1280000 0 0 Vale S.A. ADR ADR 91912E105 27808 1600000 SH SOLE 1600000 0 0 Weingarten Realty Investors Common Stocks 948741103 20183 750000 SH SOLE 750000 0 0 WEST FRASER TIMBER CO., LTD Common Stocks 952845105 5043 70000 SH SOLE 70000 0 0 WestRock Company Common Stocks 96145D105 32792 630000 SH SOLE 630000 0 0 Williams-Sonoma, Inc. Common Stocks 969904101 17024 95000 SH SOLE 95000 0 0 Winnebago Industries, Inc. Common Stocks 974637100 23397 305000 SH SOLE 305000 0 0