Capital Growth Management

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

CAPITAL GROWTH MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
LEN Lennar Corporation 7.20 6780000 39.62 38.43
TOL Toll Brothers 6.06 6300000 35.90 34.20
DHI D.R. Horton 5.66 -6.00% 9760000 21.65 21.61
Citi 4.40 -24.00% 3450000 47.60 0.00
WDC Western Digital 4.04 NEW 1640000 91.82 99.36
Google Inc Class C 3.54 NEW 118600 1114.51 0.00
Seagate Technology Com Stk 3.48 NEW 2310000 56.16 0.00
Actavis 3.48 NEW 630000 205.85 0.00
Hldgs 3.21 NEW 2680000 44.63 0.00
HAR Harman International Industries Inc./DE/ 2.84 NEW 995000 106.40 113.87
MS Morgan Stanley 2.77 -74.00% 3320000 31.17 33.24
American Airls 2.77 NEW 2825000 36.60 0.00
PII Polaris Industries 2.61 -14.00% 698000 139.71 148.39
Rlj Lodging Trust 2.60 -4.00% 3624000 26.74 0.00
NVR NVR 2.51 NEW 81800 1147.00 1121.41
Signet Jewelers 2.27 NEW 800000 105.86 0.00
JLL Jones Lang LaSalle Incorporated 2.26 -2.00% 710000 118.50 130.82
TTM Tata Motors 2.25 NEW 2375000 35.41 40.52
Nxp Semiconductors N V 2.11 NEW 1340000 58.81 0.00
EXR Extra Space Storage 2.00 1538000 48.51 53.01
DRH DiamondRock Hospitality Company 1.97 -12.00% 6270000 11.75 12.71
Cbre Group Inc Cl A 1.91 -8.00% 2600000 27.43 0.00
NRF Northstar Realty Finance 1.70 NEW 3930000 16.14 16.84
Magna Intl Inc cl a 1.61 -34.00% 625000 96.31 0.00
WYN Wyndham Worldwide Corporation 1.59 NEW 810000 73.23 78.13
PSA Public Storage 1.54 340000 168.49 173.67
SSS Sovran Self Storage 1.54 780800 73.45 77.41
URI United Rentals 1.48 -3.00% 580000 94.94 112.69
HST Host Hotels & Resorts 1.11 -38.00% 2050490 20.24 22.96
BIIB Biogen Idec 0.95 NEW 116000 305.87 335.45
Copa Holdings Sa-class A 0.95 NEW 245000 145.19 0.00
DAL Delta Air Lines 0.92 -81.00% 990000 34.65 38.06
PCLN priceline.com Incorporated 0.85 -6.00% 26600 1191.88 1227.78
Chesapeake Lodging Trust sh ben int 0.83 -29.00% 1197900 25.73 0.00
PHM Pulte 0.80 -58.00% 1560000 19.19 18.73
VFC V.F. Corporation 0.80 NEW 480000 61.88 61.81
PRU Prudential Financial 0.76 +219.00% 335000 84.65 88.92
MHK Mohawk Industries 0.75 -75.00% 205000 135.98 129.72
BLK BlackRock 0.72 NEW 86000 314.48 314.91
GS Goldman Sachs 0.72 -6.00% 163000 163.85 175.40
SLB Schlumberger 0.67 -22.00% 255000 97.50 111.78
AMP Ameriprise Financial 0.60 NEW 205000 110.07 122.27
HAL Halliburton Company 0.50 -47.00% 315000 58.89 73.41
TRW TRW Automotive Holdings 0.48 -81.00% 220000 81.62 105.47
WYNN Wynn Resorts 0.45 NEW 75000 222.15 204.47
SPF Standard Pacific 0.42 1900000 8.31 7.91
WHR Whirlpool Corporation 0.40 -93.00% 100000 149.46 148.89
WFC Wells Fargo & Company 0.39 NEW 290000 49.74 51.60
CAR Avis Budget 0.39 NEW 300000 48.70 59.14
MTH Meritage Homes Corporation 0.39 345000 41.88 39.82
BHI Baker Hughes Incorporated 0.35 NEW 200000 65.02 73.42
Canadian Pacific Railway 0.34 -7.00% 85000 150.44 0.00
NTRI NutriSystem 0.34 +2012.00% 845000 15.07 17.79
V Visa 0.32 NEW 55000 215.85 214.77
JPM JPMorgan Chase & Co. 0.27 -54.00% 165000 60.71 59.01
RYL Ryland 0.27 -23.00% 250000 39.93 36.97
BEE Strategic Hotels & Resorts 0.27 NEW 1001000 10.19 11.95
Avianca Holdings Sa 0.26 NEW 560000 17.05 0.00
Lyon William Homes cl a 0.25 -71.00% 335000 27.61 0.00
Taylor Morrison Hom 0.25 NEW 390000 23.50 0.00
MET MetLife 0.20 +75.00% 140000 52.80 54.75
WWWW Web 0.17 NEW 190000 34.03 27.19
GIII G-III Apparel 0.14 NEW 75000 71.57 79.64
TEVA Teva Pharmaceutical Industries 0.13 NEW 95000 52.84 54.47
Delphi Automotive Plc shs 0.11 NEW 60000 67.87 0.00
Prologis 0.09 -87.00% 80000 40.82 0.00

Past 13F-HR SEC Filings for CAPITAL GROWTH MANAGEMENT