0000868491-21-000016.txt : 20210813 0000868491-21-000016.hdr.sgml : 20210813 20210813133804 ACCESSION NUMBER: 0000868491-21-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211171244 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 06-30-2021 06-30-2021 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 08-13-2021 0 56 1108481 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE Aarons Co. Inc. Common Stocks 00258W108 14715 460000 SH SOLE 460000 0 0 Alcoa Inc. Common Stocks 013872106 20999 570000 SH SOLE 570000 0 0 American Homes 4 Rent Common Stocks 02665T306 25641 660000 SH SOLE 660000 0 0 Asbury Automotive Group, Inc. Common Stocks 043436104 1714 10000 SH SOLE 10000 0 0 AutoNation, Inc. Common Stocks 05329W102 1896 20000 SH SOLE 20000 0 0 AvalonBay Communities, Inc. Common Stocks 053484101 22956 110000 SH SOLE 110000 0 0 Bank of America Corporation Common Stocks 060505104 32984 800000 SH SOLE 800000 0 0 Best Buy Co., Inc. Common Stocks 086516101 32769 285000 SH SOLE 285000 0 0 Brixmor Property Group, Inc. Common Stocks 11120U105 8012 350000 SH SOLE 350000 0 0 Bunge Limited Common Stocks G16962105 3908 50000 SH SOLE 50000 0 0 Callon Petroleum Company Common Stocks 13123X508 8077 140000 SH SOLE 140000 0 0 Camden Property Trust Common Stocks 133131102 5970 45000 SH SOLE 45000 0 0 Cleveland-Cliffs Inc. Common Stocks 185899101 20482 950000 SH SOLE 950000 0 0 CubeSmart Common Stocks 229663109 25939 560000 SH SOLE 560000 0 0 Diamondback Energy, Inc. Common Stocks 25278X109 22534 240000 SH SOLE 240000 0 0 DiamondRock Hospitality Company Common Stocks 252784301 4850 500000 SH SOLE 500000 0 0 Dicks Sporting Goods,Inc. Common Stocks 253393102 36068 360000 SH SOLE 360000 0 0 Essex Property Trust, Inc. Common Stocks 297178105 24001 80000 SH SOLE 80000 0 0 Extra Space Storage Inc. Common Stocks 30225T102 29488 180000 SH SOLE 180000 0 0 Federal Realty Investment Trust Common Stocks 313747206 6444 55000 SH SOLE 55000 0 0 First Industrial Realty Trust, Inc. Common Stocks 32054K103 5223 100000 SH SOLE 100000 0 0 Freeport-McMoRan Inc. Common Stocks 35671D857 25977 700000 SH SOLE 700000 0 0 Halliburton Company Common Stocks 406216101 30056 1300000 SH SOLE 1300000 0 0 Invitation Homes Inc. Common Stocks 46187W107 25730 690000 SH SOLE 690000 0 0 Jones Lang LaSalle Incorporated Common Stocks 48020Q107 23455 120000 SH SOLE 120000 0 0 JPMorgan Chase & Co. Common Stocks 46625H100 27220 175000 SH SOLE 175000 0 0 Life Storage, Inc. Common Stocks 53223X107 30058 280000 SH SOLE 280000 0 0 Lithia Motors, Inc. Common Stocks 536797103 6873 20000 SH SOLE 20000 0 0 National Storage Affiliates Trust Common Stocks 637870106 25280 500000 SH SOLE 500000 0 0 Oasis Petroleum Inc. Common Stocks 674215207 11061 110000 SH SOLE 110000 0 0 O-I Glass, Inc. Common Stocks 67098H104 9798 600000 SH SOLE 600000 0 0 OneMain Holdings, Inc. Common Stocks 68268W103 39541 660000 SH SOLE 660000 0 0 Park Hotels & Resorts Inc. Common Stocks 700517105 23908 1160000 SH SOLE 1160000 0 0 Penske Automotive Group, Inc. Common Stocks 70959W103 1510 20000 SH SOLE 20000 0 0 Petroleo Brasileiro S.A. - Petrobras ADR ADR 71654V408 8561 700000 SH SOLE 700000 0 0 Philip Morris International Inc. Common Stocks 718172109 37662 380000 SH SOLE 380000 0 0 Prog Holdings Inc Common Stocks 74319R101 10107 210000 SH SOLE 210000 0 0 Prologis, Inc. Common Stocks 74340W103 11953 100000 SH SOLE 100000 0 0 Prudential Financial, Inc. Common Stocks 744320102 35352 345000 SH SOLE 345000 0 0 Public Storage Common Stocks 74460D109 28566 95000 SH SOLE 95000 0 0 Regency Centers Corporation Common Stocks 758849103 6407 100000 SH SOLE 100000 0 0 Rent-A-Center, Inc. Common Stocks 76009N100 17778 335000 SH SOLE 335000 0 0 Ryman Hospitality Properties, Inc. Common Stocks 78377T107 21319 270000 SH SOLE 270000 0 0 Select Medical Holdings Corporation Common Stocks 81619Q105 36132 855000 SH SOLE 855000 0 0 Signet Jewelers Limited Common Stocks G81276100 36356 450000 SH SOLE 450000 0 0 Sonic Automotive, Inc. Common Stocks 83545G102 447 10000 SH SOLE 10000 0 0 Stellantis N.V. Common Stocks N82405106 17739 900000 SH SOLE 900000 0 0 Sunstone Hotel Investors, Inc. Common Stocks 867892101 21983 1770000 SH SOLE 1770000 0 0 Target Corporation Common Stocks 87612E110 6044 25000 SH SOLE 25000 0 0 The Buckle, Inc. Common Stocks 118440106 47263 950000 SH SOLE 950000 0 0 The Children s Place Retail Stores, Inc. Common Stocks 168905107 20939 225000 SH SOLE 225000 0 0 The Howard Hughes Corporation Common Stocks 44267D107 17738 182000 SH SOLE 182000 0 0 Turquoise Hill Resources Ltd. Common Stocks 900435207 25609 1518000 SH SOLE 1518000 0 0 Urban Edge Properties Common Stocks 91704F104 8595 450000 SH SOLE 450000 0 0 Vale S.A. ADR ADR 91912E109 31250 1370000 SH SOLE 1370000 0 0 Williams-Sonoma, Inc. Common Stocks 969904101 25544 160000 SH SOLE 160000 0 0