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| Name: |
CAPITAL GROWTH MANAGEMENT LP |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NOK |
Nokia Corporation (ADR) |
7 |
New |
$3.67 |
$29,250,000 |
6,850,000 |
3.85% |
29,250,000 |
6,850,000 |
1.219 |
Communication Equipment |
|
|
STLA |
Stellantis N.V. |
11 |
New |
$21.55 |
$25,574,000 |
2,160,000 |
3.36% |
25,574,000 |
2,160,000 |
0.193 |
N/A |
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|
PM |
Philip Morris International... |
14 |
New |
$97.31 |
$24,073,000 |
290,000 |
3.16% |
24,073,000 |
290,000 |
0.019 |
Cigarettes & Other To... |
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KR |
Kroger Co |
15 |
New |
$55.09 |
$23,188,000 |
530,000 |
3.05% |
23,188,000 |
530,000 |
0.068 |
Grocery Stores |
|
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AUY |
Yamana Gold Inc |
17 |
New |
$5.89 |
$18,120,000 |
4,000,000 |
2.38% |
18,120,000 |
4,000,000 |
0.42 |
Gold |
|
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NVR |
NVR Inc |
32 |
New |
$7,479.01 |
$7,974,000 |
2,000 |
1.05% |
7,974,000 |
2,000 |
0.054 |
Residential Construct... |
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SHO |
Sunstone Hotel Investors Inc |
34 |
New |
$10.05 |
$6,594,000 |
700,000 |
0.87% |
6,594,000 |
700,000 |
0.311 |
Gambling/Resorts |
|
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AGI |
Alamos Gold Inc |
35 |
New |
$14.96 |
$5,928,000 |
800,000 |
0.78% |
5,928,000 |
800,000 |
0.204 |
Gold |
|
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CVCO |
Cavco Industries Inc |
36 |
New |
$372.02 |
$5,761,000 |
28,000 |
0.76% |
5,761,000 |
28,000 |
0.305 |
Residential Construct... |
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SKY |
Skyline Corporation |
37 |
New |
$77.31 |
$5,287,000 |
100,000 |
0.7% |
5,287,000 |
100,000 |
0.177 |
Residential Construct... |
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LGIH |
Lgi Homes, Inc. |
40 |
New |
$92.29 |
$4,882,000 |
60,000 |
0.64% |
4,882,000 |
60,000 |
0.239 |
Real Estate Development |
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ABX |
Barrick Gold Corp (USA) |
42 |
New |
$16.55 |
$4,650,000 |
300,000 |
0.61% |
4,650,000 |
300,000 |
0.017 |
Gold |
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