13F-HR filed by CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-14, with 50 holding rows worth $760,613,000.
- Accession
- 0000868491-22-000019
- Filer
- CIK 868491
- Filed
- 2022-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 50 entries on the cover page, a total value of $760,613,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $760,613,000 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 |
|---|---|---|---|---|---|---|
| CONSOL ENERGY INC NEW | 20854L108 | COM | 660,000 | $42,451,000 | thousands by filing date | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 679,052 | $38,835,000 | thousands by filing date | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 1,150,000 | $35,110,000 | thousands by filing date | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 1,250,000 | $32,650,000 | thousands by filing date | |
| ALPHA METALLURGICAL RESOUR I | 020764106 | COM | 235,000 | $32,157,000 | thousands by filing date | |
| SOUTHWESTERN ENERGY CO | 845467109 | COM | 4,900,000 | $29,988,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 6,850,000 | $29,250,000 | thousands by filing date | |
| Schlumberger Limited | 806857108 | COM | 800,000 | $28,720,000 | thousands by filing date | |
| ARCH RESOURCES INC | 03940R107 | CL A | 240,000 | $28,464,000 | thousands by filing date | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 160,000 | $26,546,000 | thousands by filing date | |
| STELLANTIS N.V SHS | N82405106 | Stock | 2,160,000 | $25,574,000 | thousands by filing date | |
| PEABODY ENGR CORP | 704551100 | COM | 1,020,000 | $25,316,000 | thousands by filing date | |
| HALLIBURTON CO COM | 406216101 | Stock | 990,000 | $24,374,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 290,000 | $24,073,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 530,000 | $23,188,000 | thousands by filing date | |
| RANGE RES CORP COM | 75281A109 | Stock | 900,000 | $22,734,000 | thousands by filing date | |
| YAMANA GOLD INC | 98462Y100 | COM | 4,000,000 | $18,120,000 | thousands by filing date | |
| KINROSS GOLD CORP | 496902404 | COM | 4,800,000 | $18,048,000 | thousands by filing date | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 335,000 | $17,279,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 220,000 | $16,401,000 | thousands by filing date | |
| PULTE GROUP INC COM | 745867101 | Stock | 430,000 | $16,125,000 | thousands by filing date | |
| B2GOLD CORP COM | 11777Q209 | Stock | 5,000,000 | $16,100,000 | thousands by filing date | |
| RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | REIT | 210,000 | $15,454,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 220,000 | $14,817,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 330,000 | $13,860,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 300,000 | $12,066,000 | thousands by filing date | |
| REGENCY CTRS CORP COM | 758849103 | REIT | 190,000 | $10,232,000 | thousands by filing date | |
| TANGER INC | 875465106 | COM | 650,000 | $8,892,000 | thousands by filing date | |
| FEDERAL RLTY INVT TR NEW | 313745101 | SH BEN INT NEW | 95,000 | $8,561,000 | thousands by filing date | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 45,000 | $8,289,000 | thousands by filing date | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 115,000 | $8,081,000 | thousands by filing date | |
| NVR INC COM | 62944T105 | Stock | 2,000 | $7,974,000 | thousands by filing date | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 180,000 | $7,592,000 | thousands by filing date | |
| SUNSTONE HOTEL INVS INC NEW | 867892101 | COM | 700,000 | $6,594,000 | thousands by filing date | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 800,000 | $5,928,000 | thousands by filing date | |
| CAVCO INDS INC DEL | 149568107 | COM | 28,000 | $5,761,000 | thousands by filing date | |
| CHAMPION HOMES INC | 830830105 | COM | 100,000 | $5,287,000 | thousands by filing date | |
| DIAMONDROCK HOSPITALITY CO | 252784301 | COM | 700,000 | $5,257,000 | thousands by filing date | |
| PEBBLEBROOK HOTEL TR | 70509V100 | COM | 350,000 | $5,079,000 | thousands by filing date | |
| LGI HOMES INC COM | 50187T106 | Stock | 60,000 | $4,882,000 | thousands by filing date | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 30,000 | $4,652,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 300,000 | $4,650,000 | thousands by filing date | |
| KIMCO REALTY CORP COM | 49446R109 | REIT | 250,000 | $4,603,000 | thousands by filing date | |
| ATKORE INC | 047649108 | COMMON STOCK | 55,000 | $4,280,000 | thousands by filing date | |
| BRIXMOR PPTY GROUP INC | 11120U105 | COM | 200,000 | $3,694,000 | thousands by filing date | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 140,000 | $3,265,000 | thousands by filing date | |
| WARRIOR MET COAL INC | 93627C101 | COM | 100,000 | $2,844,000 | thousands by filing date | |
| HOWARD HUGHES CORPORATION | 44267D107 | COMMON STOCK | 50,000 | $2,770,000 | thousands by filing date | |
| NEXPOINT RESIDENTIAL TR INC | 65341D102 | COM | 56,000 | $2,588,000 | thousands by filing date | |
| VORNADO RLTY TR | 929042109 | SH BEN INT | 50,000 | $1,158,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000868491-22-000019 | this filing | 2022-11-14 | acceptance time not in the bulk data set |