13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-13, with 48 holding rows worth $1,237,113,000.
- Accession
- 0000868491-20-000004
- Filer
- CIK 868491
- Filed
- 2020-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 48 entries on the cover page, a total value of $1,237,113,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,237,113,000 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 |
|---|---|---|---|---|---|---|
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 6,470,000 | $103,132,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 949,000 | $70,501,000 | thousands by filing date | |
| M.D.C. HOLDINGS INC | 552676108 | COM | 1,592,000 | $60,751,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 175,000 | $40,218,000 | thousands by filing date | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 4,456,000 | $39,881,000 | thousands by filing date | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 275,000 | $39,091,000 | thousands by filing date | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 315,000 | $38,077,000 | thousands by filing date | |
| BANCO SANTANDER BRASIL S.A. AD | 05967A107 | ADS REP 1 UNIT | 3,085,000 | $37,421,000 | thousands by filing date | |
| CORECIVIC INC | 21871N101 | COM | 2,095,000 | $36,411,000 | thousands by filing date | |
| GEO GROUP INC NEW | 36162J106 | COM | 2,157,000 | $35,828,000 | thousands by filing date | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 1,645,000 | $35,762,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 650,000 | $34,957,000 | thousands by filing date | |
| QORVO INC COM | 74736K101 | Stock | 285,000 | $33,126,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 230,000 | $33,118,000 | thousands by filing date | |
| JONES LANG LASALLE INC COM | 48020Q107 | Stock | 185,000 | $32,207,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 150,000 | $31,815,000 | thousands by filing date | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 195,000 | $31,508,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 845,000 | $30,589,000 | thousands by filing date | |
| RH | 74967X103 | COM | 142,000 | $30,317,000 | thousands by filing date | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 3,300,000 | $30,195,000 | thousands by filing date | |
| Prologis,Inc. | 74340W103 | COM | 335,000 | $29,862,000 | thousands by filing date | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 1,850,000 | $29,804,000 | thousands by filing date | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 105,000 | $29,362,000 | thousands by filing date | |
| VALE S A | 91912E105 | SPONSORED ADS | 2,200,000 | $29,040,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 7,700,000 | $28,567,000 | thousands by filing date | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 450,000 | $27,580,000 | thousands by filing date | |
| SL GREEN REALTY CORP | 78440X101 | COM | 285,000 | $26,186,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 157,000 | $24,759,000 | thousands by filing date | |
| VICI PPTYS INC COM | 925652109 | REIT | 940,000 | $24,017,000 | thousands by filing date | |
| LITHIA MTRS INC COM | 536797103 | Stock | 158,000 | $23,226,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 163,000 | $20,898,000 | thousands by filing date | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 330,000 | $20,166,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 235,000 | $14,915,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 102,000 | $14,219,000 | thousands by filing date | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 600,000 | $10,422,000 | thousands by filing date | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 65,000 | $8,678,000 | thousands by filing date | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 26,500 | $8,126,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 230,000 | $8,101,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 65,000 | $5,755,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 125,000 | $5,089,000 | thousands by filing date | |
| ESSEX PPTY TR INC COM | 297178105 | REIT | 15,000 | $4,513,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 300,000 | $3,936,000 | thousands by filing date | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 155,000 | $3,388,000 | thousands by filing date | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 80,000 | $3,372,000 | thousands by filing date | |
| WINNEBAGO INDS INC | 974637100 | COM | 55,000 | $2,914,000 | thousands by filing date | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 10,000 | $2,097,000 | thousands by filing date | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 20,000 | $1,618,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 20,000 | $1,598,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-20-000004 | this filing | 2020-02-13 | acceptance time not in the bulk data set |