13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-12, with 46 holding rows worth $956,929,000.
- Accession
- 0000868491-20-000017
- Filer
- CIK 868491
- Filed
- 2020-11-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A holdings report, 46 entries on the cover page, a total value of $956,929,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $956,929,000 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 | 620,000 | $68,442,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 880,000 | $66,554,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 805,000 | $65,752,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 930,000 | $45,254,000 | thousands by filing date | |
| LGI HOMES INC COM | 50187T106 | Stock | 335,000 | $38,917,000 | thousands by filing date | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 1,210,000 | $29,754,000 | thousands by filing date | |
| M.D.C. HOLDINGS INC | 552676108 | COM | 620,000 | $29,202,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 113,000 | $28,422,000 | thousands by filing date | |
| COMPANHIA SIDERURGICA NACION | 20440W105 | SPONSORED ADR | 9,400,000 | $27,636,000 | thousands by filing date | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 475,000 | $27,493,000 | thousands by filing date | |
| PULTE GROUP INC COM | 745867101 | Stock | 535,000 | $24,765,000 | thousands by filing date | |
| AARONS HOLDINGS COMPANY INC | 00258R109 | COM | 435,000 | $24,643,000 | thousands by filing date | |
| TRI POINTE HOMES INC | 87265H109 | COM | 1,310,000 | $23,763,000 | thousands by filing date | |
| VALE S A | 91912E109 | SPONSORED ADS | 2,200,000 | $23,276,000 | thousands by filing date | |
| Prologis,Inc. | 74340W103 | COM | 220,000 | $22,136,000 | thousands by filing date | |
| NUTRIEN LTD COM | 67077M108 | Stock | 550,000 | $21,576,000 | thousands by filing date | |
| BEST BUY INC COM | 086516101 | Stock | 190,000 | $21,145,000 | thousands by filing date | |
| ASBURY AUTOMOTIVE GROUP INC COM | 043436104 | Stock | 215,500 | $21,000,000 | thousands by filing date | |
| EASTGROUP PPTYS INC | 277276101 | COM | 160,000 | $20,693,000 | thousands by filing date | |
| TAPESTRY INC COM | 876030107 | Stock | 1,315,000 | $20,553,000 | thousands by filing date | |
| FIRST INDL RLTY TR INC COM | 32054K103 | REIT | 500,000 | $19,900,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 250,000 | $19,420,000 | thousands by filing date | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 210,000 | $18,562,000 | thousands by filing date | |
| TOPBUILD COR COM | 89055F103 | Stock | 105,000 | $17,922,000 | thousands by filing date | |
| PENNYMAC FINL SVCS INC NEW | 70932M107 | COM | 305,000 | $17,727,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 180,000 | $17,147,000 | thousands by filing date | |
| AUTONATION INC COM | 05329W102 | Stock | 320,000 | $16,938,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 70,000 | $15,401,000 | thousands by filing date | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 1,100,000 | $15,312,000 | thousands by filing date | |
| M/I HOMES INC | 55305B101 | COM | 330,000 | $15,196,000 | thousands by filing date | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 810,000 | $15,147,000 | thousands by filing date | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 340,000 | $14,392,000 | thousands by filing date | |
| HIBBETT INC | 428567101 | COM | 330,000 | $12,943,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 800,000 | $12,512,000 | thousands by filing date | |
| STAG INDUSTRIAL INC | 85254J102 | COM | 340,000 | $10,367,000 | thousands by filing date | |
| AMERICAN HOMES 4 RENT | 02665T306 | CL A | 350,000 | $9,968,000 | thousands by filing date | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 800,000 | $9,832,000 | thousands by filing date | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 70,000 | $8,688,000 | thousands by filing date | |
| UPBOUND GROUP INC COM | 76009N100 | Stock | 280,000 | $8,369,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 60,000 | $8,132,000 | thousands by filing date | |
| PENSKE AUTOMOTIVE GRP INC COM | 70959W103 | Stock | 150,000 | $7,149,000 | thousands by filing date | |
| MICHAELS COS INC | 59408Q106 | COM | 500,000 | $4,828,000 | thousands by filing date | |
| INVITATION HOMES INC COM | 46187W107 | REIT | 140,000 | $3,919,000 | thousands by filing date | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 10,000 | $2,354,000 | thousands by filing date | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 25,000 | $2,230,000 | thousands by filing date | |
| PRA Group Inc | 69354N106 | COM | 40,000 | $1,598,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-20-000017 | this filing | 2020-11-12 | acceptance time not in the bulk data set |