13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2017-03-31, filed 2017-05-12, with 50 holding rows worth $2,266,585,000.
- Accession
- 0000868491-17-000006
- Filer
- CIK 868491
- Filed
- 2017-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2017
A holdings report, 50 entries on the cover page, a total value of $2,266,585,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,266,585,000 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 |
|---|---|---|---|---|---|---|
| VALE S A | 91912E105 | SPONSORED ADS | 20,250,000 | $192,375,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 7,510,000 | $177,161,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 2,660,000 | $159,121,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 2,710,000 | $116,096,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 3,320,000 | $110,589,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 2,130,000 | $109,035,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 2,950,000 | $106,524,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 335,000 | $76,956,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 2,630,000 | $76,007,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 880,000 | $72,626,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 5,370,000 | $71,743,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 621,000 | $67,646,000 | thousands by filing date | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 238,000 | $67,592,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 603,000 | $64,328,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 495,000 | $63,538,000 | thousands by filing date | |
| TERADYNE INC COM | 880770102 | Stock | 1,770,000 | $55,047,000 | thousands by filing date | |
| KLA CORP | 482480100 | COM | 560,000 | $53,239,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 570,000 | $50,069,000 | thousands by filing date | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 1,270,000 | $45,580,000 | thousands by filing date | |
| CYRUSONE INC | 23283R100 | COM | 880,000 | $45,294,000 | thousands by filing date | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 415,000 | $44,152,000 | thousands by filing date | |
| CORESITE RLTY CORP | 21870Q105 | COM | 490,000 | $44,124,000 | thousands by filing date | |
| DUPONT FABROS TECHNOLOGY INC | 26613Q106 | COM | 880,000 | $43,639,000 | thousands by filing date | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 640,000 | $40,064,000 | thousands by filing date | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 3,500,000 | $35,840,000 | thousands by filing date | |
| WESTROCK CO | 96145D105 | COM | 680,000 | $35,380,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 70,000 | $28,026,000 | thousands by filing date | |
| ANGLO AMERICAN PLC ADR | 03485P300 | ADR | 3,050,000 | $23,210,000 | thousands by filing date | |
| QTS RLTY TR INC | 74736A103 | COM CL A | 440,000 | $21,450,000 | thousands by filing date | |
| NVR INC COM | 62944T105 | Stock | 10,000 | $21,069,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 260,000 | $19,183,000 | thousands by filing date | |
| EXTENDED STAY AMER INC | 30224P200 | UNIT 99/99/9999B | 1,100,000 | $17,534,000 | thousands by filing date | |
| GEO GROUP INC NEW | 36162J106 | COM | 330,000 | $15,302,000 | thousands by filing date | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 165,000 | $11,816,000 | thousands by filing date | |
| LA QUINTA HLDGS INC | 50420D108 | COM | 820,000 | $11,086,000 | thousands by filing date | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 830,000 | $10,018,000 | thousands by filing date | |
| PULTE GROUP INC COM | 745867101 | Stock | 370,000 | $8,714,000 | thousands by filing date | |
| TECH DATA CORP | 878237106 | COM | 80,000 | $7,512,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 75,000 | $6,146,000 | thousands by filing date | |
| OCLARO INC | 67555N206 | COM | 600,000 | $5,892,000 | thousands by filing date | |
| FINISAR CORP | 31787A507 | COM NEW | 190,000 | $5,195,000 | thousands by filing date | |
| SKECHERS U S A INC | 830566105 | CL A | 180,000 | $4,941,000 | thousands by filing date | |
| TRI POINTE HOMES INC | 87265H109 | COM | 350,000 | $4,389,000 | thousands by filing date | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 160,000 | $4,064,000 | thousands by filing date | |
| FABRINET SHS | G3323L100 | Stock | 95,000 | $3,993,000 | thousands by filing date | |
| STAMPS COM INC | 852857200 | COM NEW | 30,000 | $3,550,000 | thousands by filing date | |
| AMN HEALTHCARE SVCS INC | 001744101 | COM | 70,000 | $2,842,000 | thousands by filing date | |
| POTLATCHDELTIC CORPORATION | 737630103 | COM | 53,000 | $2,422,000 | thousands by filing date | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 40,000 | $2,246,000 | thousands by filing date | |
| NUTRI SYS INC NEW | 67069D108 | COM | 40,000 | $2,220,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-17-000006 | this filing | 2017-05-12 | acceptance time not in the bulk data set |