13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2016-12-31, filed 2017-02-10, with 56 holding rows worth $2,253,839,000.
- Accession
- 0000868491-17-000003
- Filer
- CIK 868491
- Filed
- 2017-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2016
A holdings report, 56 entries on the cover page, a total value of $2,253,839,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,253,839,000 with VALUE read as thousands by filing date, 13F file number 028-03985. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Citigroup Inc. | 172967424 | COM | 3,150,000 | $187,204,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 8,410,000 | $185,861,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 3,770,000 | $159,282,000 | thousands by filing date | |
| VALE S A | 91912E105 | SPONSORED ADS | 17,350,000 | $132,207,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 720,000 | $76,853,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 320,000 | $76,624,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 700,000 | $70,035,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 795,000 | $68,601,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 3,060,000 | $67,075,000 | thousands by filing date | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 365,000 | $66,346,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 5,380,000 | $61,009,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 1,370,000 | $58,814,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 853,000 | $57,961,000 | thousands by filing date | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 260,000 | $57,598,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 409,000 | $51,186,000 | thousands by filing date | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 695,000 | $50,652,000 | thousands by filing date | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 4,911,000 | $49,650,000 | thousands by filing date | |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 2,220,000 | $46,576,000 | thousands by filing date | |
| UNITED RENTALS INC COM | 911363109 | Stock | 440,000 | $46,455,000 | thousands by filing date | |
| POTLATCHDELTIC CORPORATION | 737630103 | COM | 1,098,000 | $45,732,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 1,410,000 | $45,501,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 1,600,000 | $43,728,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,400,000 | $43,400,000 | thousands by filing date | |
| KLA CORP | 482480100 | COM | 520,000 | $40,914,000 | thousands by filing date | |
| COLONY STARWOOD | 19625X102 | Common Stock | 1,400,000 | $40,334,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 365,000 | $38,591,000 | thousands by filing date | |
| ANGLO AMERICAN PLC ADR | 03485P300 | ADR | 5,310,000 | $37,436,000 | thousands by filing date | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 420,000 | $37,267,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 318,000 | $33,091,000 | thousands by filing date | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 1,620,000 | $32,449,000 | thousands by filing date | |
| SILVER BAY REALTY TRUST CORP | 82735Q102 | COMMON STOCK | 1,577,000 | $27,030,000 | thousands by filing date | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 700,000 | $25,046,000 | thousands by filing date | |
| HORIZON PHARMA PLC | G4617B105 | SHS | 1,530,000 | $24,755,000 | thousands by filing date | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 620,000 | $23,845,000 | thousands by filing date | |
| PULTE GROUP INC COM | 745867101 | Stock | 1,000,000 | $18,380,000 | thousands by filing date | |
| LGI HOMES INC COM | 50187T106 | Stock | 543,000 | $15,600,000 | thousands by filing date | |
| TECH DATA CORP | 878237106 | COM | 180,000 | $15,242,000 | thousands by filing date | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 185,000 | $10,813,000 | thousands by filing date | |
| AMN HEALTHCARE SVCS INC | 001744101 | COM | 260,000 | $9,997,000 | thousands by filing date | |
| CORESITE RLTY CORP | 21870Q105 | COM | 110,000 | $8,731,000 | thousands by filing date | |
| HAWAIIAN HOLDINGS INC | 419879101 | COM | 147,000 | $8,379,000 | thousands by filing date | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 70,000 | $6,878,000 | thousands by filing date | |
| HERBALIFE LTD | G4412G101 | COM SHS | 141,000 | $6,788,000 | thousands by filing date | |
| WILLIAM LYON HOMES-CL A | 552074700 | CL A | 335,000 | $6,375,000 | thousands by filing date | |
| Prologis,Inc. | 74340W103 | COM | 110,000 | $5,807,000 | thousands by filing date | |
| DUPONT FABROS TECHNOLOGY INC | 26613Q106 | COM | 120,000 | $5,272,000 | thousands by filing date | |
| CYRUSONE INC | 23283R100 | COM | 110,000 | $4,920,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 100,000 | $4,919,000 | thousands by filing date | |
| CAPELLA EDUCATION CO | 139594105 | COM | 55,000 | $4,829,000 | thousands by filing date | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 170,000 | $3,570,000 | thousands by filing date | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 60,000 | $2,801,000 | thousands by filing date | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 30,000 | $2,061,000 | thousands by filing date | |
| DEVRY INC DEL | 251893103 | COM | 40,000 | $1,248,000 | thousands by filing date | |
| RADIAN GROUP INC COM | 750236101 | Stock | 50,000 | $899,000 | thousands by filing date | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 20,000 | $712,000 | thousands by filing date | |
| MGIC INVT CORP WIS COM | 552848103 | Stock | 50,000 | $510,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-17-000003 | this filing | 2017-02-10 | acceptance time not in the bulk data set |