Capital Growth Management L.P.

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

CAPITAL GROWTH MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Vale (VALE) 8.49 20.25M +16.00% 9.50 8.47
Bank of America Corporation (BAC) 7.82 7.51M -10.00% 23.59 23.25
Citigroup Inc 7.02 2.66M -15.00% 59.82 0.00
Morgan Stanley (MS) 5.12 2.71M -28.00% 42.84 42.63
D.R. Horton (DHI) 4.88 3.32M +107.00% 33.31 33.22
Lennar Corporation (LEN) 4.81 2.13M +55.00% 51.19 51.73
Toll Brothers (TOL) 4.70 2.95M +110.00% 36.11 37.68
Goldman Sachs (GS) 3.40 335000 +4.00% 229.72 222.47
Micron Technology (MU) 3.35 2.63M -14.00% 28.90 29.43
Western Digital (WDC) 3.20 880000 +3.00% 82.53 89.27
Freeport-McMoRan Copper & Gold (FCX) 3.17 5.37M NEW 13.36 11.70
NVIDIA Corporation (NVDA) 2.98 621000 -13.00% 108.93 138.26
NetEase (NTES) 2.98 238000 NEW 284.00 293.40
Prudential Financial (PRU) 2.84 603000 +89.00% 106.68 106.02
Lam Research Corporation (LRCX) 2.80 495000 +35.00% 128.36 153.90
Teradyne (TER) 2.43 1.77M NEW 31.10 35.34
KLA-Tencor Corporation (KLAC) 2.35 560000 +7.00% 95.07 104.85
JPMorgan Chase & Co. (JPM) 2.21 570000 -28.00% 87.84 85.35
Southern Copper Corporation (SCCO) 2.01 1.27M NEW 35.89 34.90
Cyrusone 2.00 880000 +700.00% 51.47 0.00
Digital Realty Trust (DLR) 1.95 415000 +492.00% 106.39 118.76
CoreSite Realty (COR) 1.95 490000 +345.00% 90.05 103.76
DuPont Fabros Technology (DFT) 1.93 880000 +633.00% 49.59 55.01
Choice Hotels International (CHH) 1.77 640000 NEW 62.60 65.15
Banco Bradesco SA (BBD) 1.58 3.50M NEW 10.24 8.31
Westrock 1.56 680000 NEW 52.03 0.00
Equinix 1.24 70000 NEW 400.37 0.00
Anglo American 1.02 3.05M -42.00% 7.61 0.00
Qts Realty Trust Inc stock 0.95 440000 NEW 48.75 0.00
NVR (NVR) 0.93 10000 NEW 2106.90 2294.94
Microchip Technology (MCHP) 0.85 260000 NEW 73.78 81.77
Extended Stay America 0.77 1.10M NEW 15.94 0.00
Geo Group Inc/the reit 0.68 330000 NEW 46.37 0.00
Grand Canyon Education (LOPE) 0.52 165000 -10.00% 71.61 77.89
La Quinta Holdings 0.49 820000 NEW 13.52 0.00
Banco Itau Holding Financeira S.A. (ITUB) 0.44 830000 NEW 12.07 10.62
Pulte (PHM) 0.38 370000 -63.00% 23.55 22.89
Tech Data Corporation (TECD) 0.33 80000 -55.00% 93.90 94.84
Analog Devices (ADI) 0.27 75000 NEW 81.95 82.34
Oclaro (OCLR) 0.26 600000 NEW 9.82 8.59
Finisar Corporation (FNSR) 0.23 190000 NEW 27.34 24.79
Skechers USA (SKX) 0.22 180000 NEW 27.45 24.15
Tri Pointe Homes 0.19 350000 NEW 12.54 0.00
Fabrinet shs 0.18 95000 NEW 42.03 0.00
Century Communities 0.18 160000 -5.00% 25.40 0.00
Stamps (STMP) 0.16 30000 NEW 118.33 137.85
AMN Healthcare Services (AHS) 0.13 70000 -73.00% 40.60 33.02
Potlatch Corporation (PCH) 0.11 53000 -95.00% 45.70 45.05
NutriSystem (NTRI) 0.10 40000 NEW 55.50 50.40
Applied Optoelectronics 0.10 40000 NEW 56.15 0.00