13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-13, with 41 holding rows worth $860,404,000.
- Accession
- 0000868491-20-000013
- Filer
- CIK 868491
- Filed
- 2020-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 41 entries on the cover page, a total value of $860,404,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $860,404,000 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 |
|---|---|---|---|---|---|---|
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 790,000 | $60,135,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 840,000 | $51,761,000 | thousands by filing date | |
| KBHOME | 48666K109 | COM | 1,630,000 | $50,008,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 895,000 | $49,628,000 | thousands by filing date | |
| LGI HOMES INC COM | 50187T106 | Stock | 380,000 | $33,451,000 | thousands by filing date | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 1,610,000 | $31,057,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 540,000 | $30,013,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 270,000 | $28,763,000 | thousands by filing date | |
| PENNYMAC FINL SVCS INC NEW | 70932M107 | COM | 660,000 | $27,581,000 | thousands by filing date | |
| TERADYNE INC COM | 880770102 | Stock | 315,000 | $26,621,000 | thousands by filing date | |
| WINNEBAGO INDS INC | 974637100 | COM | 395,000 | $26,315,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 770,000 | $25,094,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 130,000 | $24,766,000 | thousands by filing date | |
| VALE S A | 91912E105 | SPONSORED ADS | 2,200,000 | $22,682,000 | thousands by filing date | |
| KINROSS GOLD CORP | 496902404 | COM | 3,100,000 | $22,382,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 51,000 | $22,201,000 | thousands by filing date | |
| TRI POINTE HOMES INC | 87265H109 | COM | 1,510,000 | $22,182,000 | thousands by filing date | |
| Sandstorm Gold Ltd | 80013R206 | Common Stock | 2,300,000 | $22,126,000 | thousands by filing date | |
| PULTE GROUP INC COM | 745867101 | Stock | 640,000 | $21,779,000 | thousands by filing date | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 2,250,000 | $21,150,000 | thousands by filing date | |
| BRUNSWICK CORP | 117043109 | COM | 320,000 | $20,483,000 | thousands by filing date | |
| SSR MINING IN | 784730103 | COM | 950,000 | $20,264,000 | thousands by filing date | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 2,150,000 | $20,167,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 83,000 | $16,300,000 | thousands by filing date | |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 570,000 | $15,333,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 155,000 | $15,218,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 550,000 | $14,817,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 3,300,000 | $14,520,000 | thousands by filing date | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 220,000 | $13,981,000 | thousands by filing date | |
| M.D.C. HOLDINGS INC | 552676108 | COM | 380,000 | $13,566,000 | thousands by filing date | |
| SITE CENTERS CORP | 82981J109 | COM | 1,500,000 | $12,150,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 70,000 | $11,493,000 | thousands by filing date | |
| BEST BUY INC COM | 086516101 | Stock | 130,000 | $11,345,000 | thousands by filing date | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 37,000 | $10,741,000 | thousands by filing date | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 40,000 | $7,119,000 | thousands by filing date | |
| EQUITY LIFESTYLE PROPERTIES COM | 29472R108 | REIT | 100,000 | $6,248,000 | thousands by filing date | |
| SUN CMNTYS INC COM | 866674104 | REIT | 45,000 | $6,106,000 | thousands by filing date | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 50,000 | $4,401,000 | thousands by filing date | |
| POTLATCHDELTIC CORPORATION | 737630103 | COM | 90,000 | $3,423,000 | thousands by filing date | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 25,000 | $1,799,000 | thousands by filing date | |
| NEWMONT CORP | 651639106 | COM | 20,000 | $1,235,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-20-000013 | this filing | 2020-08-13 | acceptance time not in the bulk data set |