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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 (2017Q1)
Original 13F HR (0000868491-17-000006) filed in 2017.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 NUTRI SYS INC NEW 40,000 2,220 0.10%
2 APPLIED OPTOELECTRONICS INC COM 40,000 2,246 0.10%
3 POTLATCHDELTIC CORPORATION 53,000 2,422 0.11%
4 AMN HEALTHCARE SERVICES INC 70,000 2,842 0.13%
5 STAMPS COM INC COM NEW 30,000 3,550 0.16%
6 FABRINET SHS 95,000 3,993 0.18%
7 CENTURY CMNTYS INC COM 160,000 4,064 0.18%
8 TRI POINTE HOMES INC COM 350,000 4,389 0.19%
9 SKECHERS U S A INC 180,000 4,941 0.22%
10 FINISAR CORP 190,000 5,195 0.23%
11 OCLARO INC 600,000 5,892 0.26%
12 ANALOG DEVICES INC 75,000 6,146 0.27%
13 TECH DATA CORP 80,000 7,512 0.33%
14 PULTE GROUP INC 370,000 8,714 0.38%
15 ITAU UNIBANCO HLDG SA 830,000 10,018 0.44%
16 LA QUINTA HLDGS INC COM 820,000 11,086 0.49%
17 GRAND CANYON ED INC 165,000 11,816 0.52%
18 GEO GROUP INC NEW 330,000 15,302 0.68%
19 EXTENDED STAY AMER INC 1,100,000 17,534 0.77%
20 MICROCHIP TECHNOLOGY 260,000 19,183 0.85%
21 NVR INC 10,000 21,069 0.93%
22 QTS RLTY TR INC 440,000 21,450 0.95%
23 ANGLO AMERICAN PLC-SPONS ADR 3,050,000 23,210 1.02%
24 EQUINIX INC 70,000 28,026 1.24%
25 WESTROCK CO 680,000 35,380 1.56%
26 BANCO BRADESCO S A 3,500,000 35,840 1.58%
27 CHOICE HOTELS INTL NEW 640,000 40,064 1.77%
28 DUPONT FABROS TECHNOLOGY INC 880,000 43,639 1.93%
29 CORESITE RLTY CORP 490,000 44,124 1.95%
30 DIGITAL RLTY TR INC 415,000 44,152 1.95%
31 CYRUSONE INC 880,000 45,294 2.00%
32 SOUTHERN COPPER CORP 1,270,000 45,580 2.01%
33 JPMORGAN CHASE & CO 570,000 50,069 2.21%
34 KLA-TENCOR CORP 560,000 53,239 2.35%
35 TERADYNE INC 1,770,000 55,047 2.43%
36 LAM RESEARCH CORP 495,000 63,538 2.80%
37 PRUDENTIAL FINL INC 603,000 64,328 2.84%
38 NETEASE INC 238,000 67,592 2.98%
39 NVIDIA CORPORATION 621,000 67,646 2.98%
40 FREEPORT-MCMORAN INC 5,370,000 71,743 3.17%
41 WESTERN DIGITAL CORP 880,000 72,626 3.20%
42 MICRON TECHNOLOGY INC 2,630,000 76,007 3.35%
43 GOLDMAN SACHS GROUP INC 335,000 76,956 3.40%
44 TOLL BROTHERS INC 2,950,000 106,524 4.70%
45 LENNAR 2,130,000 109,035 4.81%
46 D R HORTON INC 3,320,000 110,589 4.88%
47 MORGAN STANLEY 2,710,000 116,096 5.12%
48 CITIGROUPINC 2,660,000 159,121 7.02%
49 BANK AMER CORP 7,510,000 177,161 7.82%
50 VALE S A 20,250,000 192,375 8.49%