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Institutional Investment Manager
CAPITAL GROWTH MANAGEMENT LP
CAPITAL GROWTH MANAGEMENT LP (CIK: 0000868491) incorporated in Massachusetts, located at One International Place, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0000868491-15-000003) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 AMAG PHARMACEUTICALS INC 522,000 22,248 0.61%
2 AMERICAN AIRLS GROUP INC 1,525,000 81,786 2.25%
3 AMERICAN TOWER CORP NEW 630,000 62,276 1.72%
4 AMERIPRISE FINL INC 230,000 30,418 0.84%
5 ASHFORD HOSPITALITY TR INC 995,000 10,428 0.29%
6 AVAGO TECHNOLOGIES LTD SHS 350,000 35,206 0.97%
7 AVIS BUDGET GROUP 100,000 6,633 0.18%
8 BANK AMER CORP 8,830,000 157,969 4.35%
9 BLACKROCK INC 68,000 24,314 0.67%
10 CARNIVAL CORP 130,000 5,893 0.16%
11 CBRE GROUP INC 1,945,000 66,616 1.83%
12 CHESAPEAKE LODGING TRUSTSH BEN INT 1,299,900 48,369 1.33%
13 CITIGROUPINC 4,090,000 221,310 6.10%
14 D R HORTON INC 9,072,900 229,454 6.32%
15 DELTA AIRLINES INC DEL 70,000 3,443 0.09%
16 DIAMONDROCK HOSPITALITY CO COM 4,060,000 60,372 1.66%
17 DISNEY WALT CO 360,000 33,908 0.93%
18 FIAT CHRYSLER AUTOMOBILES N 7,480,000 86,618 2.39%
19 FORD MTR CO DEL 7,625,000 118,188 3.26%
20 G-III APPAREL GROUP LTD 85,000 8,586 0.24%
21 GENERAL MTRS CO 1,770,000 61,791 1.70%
22 GOLDMAN SACHS GROUP INC 40,000 7,753 0.21%
23 HOST HOTELS & RESORTS INC 2,700,490 64,191 1.77%
24 ITAU UNIBANCO HLDG SA 1,780,000 23,158 0.64%
25 JONES LANG LASALLE 680,000 101,952 2.81%
26 LASALLE HOTEL PPTYS 1,715,000 69,406 1.91%
27 LENNAR 6,780,000 303,812 8.37%
28 MAGNA INTL INC 230,000 24,999 0.69%
29 MARINEMAX INC COM 150,000 3,008 0.08%
30 MARRIOTT INTL INC NEW 215,000 16,776 0.46%
31 MASTERCARD INCORPORATED 280,000 24,125 0.66%
32 MICRON TECHNOLOGY INC 1,866,500 65,346 1.80%
33 MORGAN STANLEY 6,580,000 255,304 7.03%
34 NIKE INC 295,000 28,364 0.78%
35 NVR INC 16,000 20,405 0.56%
36 PEBBLEBROOK HOTEL TR 1,465,000 66,848 1.84%
37 POLARIS INDS INC 639,000 96,642 2.66%
38 Qorvo Inc 1,000,000 16,590 0.46%
39 R H 40,000 3,840 0.11%
40 RLJ LODGING TR COM 3,194,000 107,095 2.95%
41 ROYAL CARIBBEAN GROUP 320,000 26,378 0.73%
42 RYMAN HOSPITALITY PPTYS INC 1,280,100 67,512 1.86%
43 SCHWAB CHARLES CORP 2,070,000 62,493 1.72%
44 SIGNET JEWELERS LIMITED 810,000 106,572 2.94%
45 SKECHERS U S A INC 110,000 6,078 0.17%
46 SKYWORKS SOLUTIONS INC 1,005,000 73,074 2.01%
47 STANDARD PAC CORP 1,640,000 11,956 0.33%
48 STRATEGIC HOTELS & RESORTS I 4,480,000 59,270 1.63%
49 SUMMIT HOTEL PPTYS 1,299,000 16,160 0.45%
50 TOLL BROTHERS INC 6,300,000 215,901 5.95%
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