13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2017-09-30, filed 2017-11-09, with 53 holding rows worth $2,285,442,000.
- Accession
- 0000868491-17-000011
- Filer
- CIK 868491
- Filed
- 2017-11-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2017
A holdings report, 53 entries on the cover page, a total value of $2,285,442,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,285,442,000 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 | 19,300,000 | $194,351,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 2,660,000 | $193,488,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 7,420,000 | $188,023,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 2,710,000 | $130,541,000 | thousands by filing date | |
| TURQUOISE HILL RESOURCES LTD | 900435108 | COMMON STOCK-FO | 38,225,000 | $118,498,000 | thousands by filing date | |
| NVR INC COM | 62944T105 | Stock | 32,300 | $92,216,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 2,110,000 | $82,986,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 1,680,000 | $73,483,000 | thousands by filing date | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 610,000 | $72,309,000 | thousands by filing date | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 1,220,000 | $65,941,000 | thousands by filing date | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 1,015,000 | $65,539,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 1,150,000 | $59,904,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 1,090,000 | $57,552,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 530,000 | $56,350,000 | thousands by filing date | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 760,000 | $52,782,000 | thousands by filing date | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 4,750,000 | $52,582,000 | thousands by filing date | |
| PULTE GROUP INC COM | 745867101 | Stock | 1,900,000 | $51,927,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 1,200,000 | $47,916,000 | thousands by filing date | |
| DDR CORP | 23317H102 | COM | 5,170,000 | $47,357,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 252,000 | $46,630,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 340,000 | $46,471,000 | thousands by filing date | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 1,150,000 | $45,724,000 | thousands by filing date | |
| INVITATION HOMES INC COM | 46187W107 | REIT | 2,000,000 | $45,300,000 | thousands by filing date | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 3,250,000 | $44,525,000 | thousands by filing date | |
| SUN CMNTYS INC COM | 866674104 | REIT | 515,000 | $44,125,000 | thousands by filing date | |
| EQUITY LIFESTYLE PROPERTIES COM | 29472R108 | REIT | 500,000 | $42,540,000 | thousands by filing date | |
| CHEMOURS CO COM | 163851108 | Stock | 770,000 | $38,970,000 | thousands by filing date | |
| POSCO HOLDINGS INC SPONSORED ADR | 693483109 | ADR | 420,000 | $29,148,000 | thousands by filing date | |
| LEAR CORP COM NEW | 521865204 | Stock | 160,000 | $27,693,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 285,000 | $24,624,000 | thousands by filing date | |
| LGI HOMES INC COM | 50187T106 | Stock | 470,000 | $22,828,000 | thousands by filing date | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 115,000 | $21,211,000 | thousands by filing date | |
| Grupo Mexico, S A B de C V (GMBXF) | P49538112 | Stock | 5,400,000 | $16,470,000 | thousands by filing date | |
| ANGLO AMERICAN PLC ADR | 03485P300 | ADR | 1,570,000 | $14,350,000 | thousands by filing date | |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 565,000 | $12,266,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 90,000 | $11,332,000 | thousands by filing date | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 100,000 | $11,026,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 190,000 | $7,879,000 | thousands by filing date | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 90,000 | $5,751,000 | thousands by filing date | |
| AZUL S A | 05501U106 | OPT | 170,000 | $4,666,000 | thousands by filing date | |
| GOL LINHAS AEREAS INTELIGENT | 38045R206 | SPON ADR PFD NEW | 200,000 | $4,228,000 | thousands by filing date | |
| WILLIAM LYON HOMES-CL A | 552074700 | CL A | 110,000 | $2,529,000 | thousands by filing date | |
| WEIGHT WATCHERS INTL INC | 948626106 | COM | 50,000 | $2,178,000 | thousands by filing date | |
| TRI POINTE HOMES INC | 87265H109 | COM | 140,000 | $1,933,000 | thousands by filing date | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 75,000 | $1,852,000 | thousands by filing date | |
| BRINKS CO | 109696104 | COM | 15,000 | $1,264,000 | thousands by filing date | |
| CAVCO INDS INC DEL | 149568107 | COM | 8,000 | $1,180,000 | thousands by filing date | |
| NUTRI SYS INC NEW | 67069D108 | COM | 15,000 | $838,000 | thousands by filing date | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 35,000 | $630,000 | thousands by filing date | |
| ESSENT GROUP LTD COM | G3198U102 | Stock | 10,000 | $405,000 | thousands by filing date | |
| NORBORD INC | 65548P403 | COM NEW | 10,000 | $381,000 | thousands by filing date | |
| MGIC INVT CORP WIS COM | 552848103 | Stock | 30,000 | $376,000 | thousands by filing date | |
| RADIAN GROUP INC COM | 750236101 | Stock | 20,000 | $374,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-17-000011 | this filing | 2017-11-09 | acceptance time not in the bulk data set |