Capital Growth Management

Latest statistics and disclosures from CAPITAL GROWTH MANAGEMENT's latest quarterly 13F-HR filing:

CAPITAL GROWTH MANAGEMENT portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
LEN Lennar Corporation 9.91 6780000 51.04 48.23
MS Morgan Stanley 7.25 6530000 38.79 34.94
DHI D.R. Horton 7.11 9072900 27.36 25.87
TOL Toll Brothers 6.89 6300000 38.19 37.37
Citi 6.39 4040000 55.24 0.00
GS Goldman Sachs 4.35 +1720.00% 728000 208.79 184.67
JLL Jones Lang LaSalle Incorporated 3.92 +17.00% 800000 171.00 155.46
PII Polaris Industries 3.54 +30.00% 834000 148.11 148.18
MET MetLife 2.90 NEW 1810000 55.99 50.75
SCHW Charles Schwab Corporation 2.89 +49.00% 3090000 32.65 30.86
AYI Acuity Brands 2.73 NEW 530000 179.98 159.34
PRU Prudential Financial 2.37 NEW 945000 87.52 80.31
Cbre Group Inc Cl A 2.20 +6.00% 2075000 37.00 0.00
MLM Martin Marietta Materials 2.15 NEW 530000 141.51 137.91
F Ford Motor Company 1.88 -42.00% 4380000 15.01 15.85
EXR Extra Space Storage 1.74 NEW 930000 65.22 64.02
La Quinta Holdings 1.68 NEW 2570000 22.85 0.00
Intercontl Htl New Adr F Spons 1.67 NEW 1440000 40.46 0.00
Norwegian Cruise Line Hldgs shs 1.59 NEW 990000 56.04 0.00
ESS Essex Property Trust 1.58 NEW 260000 212.50 223.60
Lazard Ltd-cl A shs a 1.34 NEW 830000 56.24 0.00
HF HFF 1.34 NEW 1120000 41.73 34.34
H Hyatt Hotels Corporation 1.33 NEW 820000 56.69 58.41
DIS Walt Disney Company 1.18 360000 114.14 103.60
Realogy Hldgs 1.18 NEW 880000 46.72 0.00
ETFC E TRADE Financial Corporation 1.15 NEW 1340000 29.95 27.90
JPM JPMorgan Chase & Co. 1.11 NEW 570000 67.76 60.16
AMAG AMAG Pharmaceuticals 1.03 522000 69.06 52.58
EQR Equity Residential 0.98 NEW 490000 70.17 75.86
SWKS Skyworks Solutions 0.94 -68.00% 315000 104.10 92.91
Marcus & Millichap 0.94 NEW 709000 46.14 0.00
Cubesmart 0.87 NEW 1305000 23.16 0.00
V Visa 0.81 +300.00% 420000 67.15 266.74
Lyon William Homes cl a 0.80 NEW 1091000 25.67 0.00
AMTD TD Ameritrade Holding 0.77 NEW 730000 36.82 37.51
PSA Public Storage 0.74 NEW 140000 184.37 186.59
Tri Pointe Homes 0.73 +7.00% 1670000 15.30 0.00
HD Home Depot 0.70 NEW 220000 111.13 113.11
BAC Bank of America Corporation 0.67 -84.00% 1370000 17.02 15.95
VFC V.F. Corporation 0.64 NEW 320000 69.74 73.33
RYL Ryland 0.58 440000 46.37 44.80
Qorvo 0.57 NEW 250000 80.27 0.00
AMP Ameriprise Financial 0.54 -34.00% 150000 124.93 131.20
Royal Caribbean Cruises 0.54 -25.00% 240000 78.69 0.00
MTH Meritage Homes Corporation 0.47 NEW 350000 47.09 42.65
NVR NVR 0.38 -37.00% 10000 1340.00 1330.70
GTN Gray Television 0.37 NEW 820000 15.68 13.15
CELG Celgene Corporation 0.36 NEW 110000 115.74 118.26
Extended Stay America 0.36 NEW 670000 18.77 0.00
SKX Skechers USA 0.35 110000 109.79 67.44
GIII G-III Apparel 0.34 +100.00% 170000 70.35 101.98
Taylor Morrison Hom 0.31 NEW 540000 20.36 0.00
CHH Choice Hotels International 0.28 NEW 178000 54.25 62.21
Wci Cmntys Inc Com Par $0.01 0.21 NEW 300000 24.39 0.00
Century Communities 0.20 NEW 340000 20.13 0.00
WFC Wells Fargo & Company 0.10 NEW 60000 56.23 53.90
AIG American International 0.05 NEW 30000 61.83 54.59

Past 13F-HR SEC Filings for CAPITAL GROWTH MANAGEMENT