0000868491-22-000006.txt : 20220211 0000868491-22-000006.hdr.sgml : 20220211 20220211132325 ACCESSION NUMBER: 0000868491-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22618969 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 12-31-2021 12-31-2021 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 02-11-2022 0 62 1088664 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE Academy Sports and Outdoors, Inc. Common Stocks 00402L107 5268 120000 SH SOLE 120000 0 0 ArcBest Corporation Common Stocks 03937C105 20375 170000 SH SOLE 170000 0 0 AvalonBay Communities, Inc. Common Stocks 053484101 26522 105000 SH SOLE 105000 0 0 Bank of America Corporation Common Stocks 060505104 8898 200000 SH SOLE 200000 0 0 Builders FirstSourse, Inc. Common Stocks 12008R107 39427 460000 SH SOLE 460000 0 0 C.H. Robinson Worldwide, Inc. Common Stocks 12541W209 18835 175000 SH SOLE 175000 0 0 Callon Petroleum Company Common Stocks 13123X508 8033 170000 SH SOLE 170000 0 0 Camden Property Trust Common Stocks 133131102 7147 40000 SH SOLE 40000 0 0 CBRE Group, Inc. Common Stocks 12504L109 27670 255000 SH SOLE 255000 0 0 Centerspace Common Stocks 15202L107 20184 182000 SH SOLE 182000 0 0 Century Communities, Inc. Common Stocks 156504300 4907 60000 SH SOLE 60000 0 0 Citigroup Inc. Common Stocks 172967424 15098 250000 SH SOLE 250000 0 0 CubeSmart Common Stocks 229663109 23902 420000 SH SOLE 420000 0 0 Cushman & Wakefield plc Common Stocks G2717B108 12232 550000 SH SOLE 550000 0 0 Customers Bancorp, Inc. Common Stocks 23204G100 10132 155000 SH SOLE 155000 0 0 CVS HEALTH Corp. Common Stocks 126650100 43327 420000 SH SOLE 420000 0 0 D.R. Horton, Inc. Common Stocks 23331A109 17352 160000 SH SOLE 160000 0 0 Devon Energy Corporation Common Stocks 25179M103 18501 420000 SH SOLE 420000 0 0 Diamondback Energy, Inc. Common Stocks 25278X109 33434 310000 SH SOLE 310000 0 0 DiamondRock Hospitality Company Common Stocks 252784301 1922 200000 SH SOLE 200000 0 0 Dicks Sporting Goods,Inc. Common Stocks 253393102 5750 50000 SH SOLE 50000 0 0 EOG Resources, Inc. Common Stocks 26875P101 7106 80000 SH SOLE 80000 0 0 Equity Residential Common Stocks 29476L107 21268 235000 SH SOLE 235000 0 0 Extra Space Storage Inc. Common Stocks 30225T102 22673 100000 SH SOLE 100000 0 0 Federal Realty Investment Trust Common Stocks 313747206 25901 190000 SH SOLE 190000 0 0 Foot Locker, Inc. Common Stocks 344849104 19634 450000 SH SOLE 450000 0 0 GMS Inc. Common Stocks 36251C103 4809 80000 SH SOLE 80000 0 0 Host Hotels & Resorts, Inc. Common Stocks 44107P104 5217 300000 SH SOLE 300000 0 0 Jones Lang LaSalle Incorporated Common Stocks 48020Q107 35014 130000 SH SOLE 130000 0 0 Knight-Swift Transportation Holdings Inc. Common Stocks 499049104 6703 110000 SH SOLE 110000 0 0 Lennar Corporation Common Stocks 526057104 22070 190000 SH SOLE 190000 0 0 Life Storage, Inc. Common Stocks 53223X107 27572 180000 SH SOLE 180000 0 0 Lockheed Martin Corporation Common Stocks 539830109 3554 10000 SH SOLE 10000 0 0 Louisiana-Pacific Corporation Common Stocks 546347105 11361 145000 SH SOLE 145000 0 0 M/I Homes, Inc. Common Stocks 55305B101 4353 70000 SH SOLE 70000 0 0 Meritage Homes Corporation Common Stocks 59001A102 14647 120000 SH SOLE 120000 0 0 Mid-America Apartment Communities, Inc. Common Stocks 59522J103 9178 40000 SH SOLE 40000 0 0 National Storage Affiliates Trust Common Stocks 637870106 24912 360000 SH SOLE 360000 0 0 Newmark Group, Inc. Common Stocks 65158N102 9911 530000 SH SOLE 530000 0 0 NexPoint Residential Trust, Inc. Common Stocks 65341D102 28586 341000 SH SOLE 341000 0 0 Northrop Grumman Corporation Common Stocks 666807102 3871 10000 SH SOLE 10000 0 0 Oasis Petroleum Inc. Common Stocks 674215207 15119 120000 SH SOLE 120000 0 0 Park Hotels & Resorts Inc. Common Stocks 700517105 21712 1150000 SH SOLE 1150000 0 0 Pioneer Natural Resources Company Common Stocks 723787107 18188 100000 SH SOLE 100000 0 0 Prudential Financial, Inc. Common Stocks 744320102 38966 360000 SH SOLE 360000 0 0 Public Storage Common Stocks 74460D109 18728 50000 SH SOLE 50000 0 0 Ryman Hospitality Properties, Inc. Common Stocks 78377T107 25749 280000 SH SOLE 280000 0 0 Signet Jewelers Limited Common Stocks G81276100 44651 513052 SH SOLE 513052 0 0 Simon Property Group, Inc. Common Stocks 828806109 31954 200000 SH SOLE 200000 0 0 Sunstone Hotel Investors, Inc. Common Stocks 867892101 22874 1950000 SH SOLE 1950000 0 0 Tanger Factory Outlet Centers, Inc. Common Stocks 875465106 16388 850000 SH SOLE 850000 0 0 Target Corporation Common Stocks 87612E110 6943 30000 SH SOLE 30000 0 0 Taylor Morrison Home Corporation Common Stocks 87724P106 3846 110000 SH SOLE 110000 0 0 Tenet Healthcare Corporation Common Stocks 88033G407 39211 480000 SH SOLE 480000 0 0 Textron Inc. Common Stocks 883203101 10422 135000 SH SOLE 135000 0 0 The Buckle, Inc. Common Stocks 118440106 35540 840000 SH SOLE 840000 0 0 The Howard Hughes Corporation Common Stocks 44267D107 13231 130000 SH SOLE 130000 0 0 Toll Brothers, Inc. Common Stocks 889478103 8687 120000 SH SOLE 120000 0 0 TRI Pointe Group, Inc. Common Stocks 87265H109 1116 40000 SH SOLE 40000 0 0 UDR, Inc. Common Stocks 902653104 17997 300000 SH SOLE 300000 0 0 Wells Fargo & Company Common Stocks 949746101 9596 200000 SH SOLE 200000 0 0 West Fraser Timber Co. LTD. Common Stocks 952845105 10490 110000 SH SOLE 110000 0 0