Capital Growth Management Lp (868491) Portfolio


Number of Companies: 60
Inflow: $601,581 K
Outflow: $-1,086,125 K
Net Flow: $-484,543 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


Receive a FREE weekly executive review of stocks moving into the top 10, taking the top industy spot or moving up within their industry. Sent directly to your Inbox every Saturday. Sign up today and get last week's review immediately sent to you.

We value and respect your privacy. Please read our Terms and Conditions which states our firm commitment to your privacy. Your email address will not be shared with a third party, nor will it be sold or used for purposes other than subscription for the weekly review.

Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2854 6 Vulcan Materials Co (VMC) Cement And Aggregates 535,000 New Holding 535,000 $105.57 $56,479 $56,479
2923 7 Martin Marietta Materials (MLM) Cement And Aggregates 335,000 New Holding 335,000 $159.50 $53,435 $53,435
104 7 Coresite Realty Corp (COR) Reit 735,000 New Holding 735,000 $70.01 $51,457 $51,457
26 2 Cubesmart (CUBE) Reit 1,520,000 New Holding 1,520,000 $33.29 $50,615 $50,615
3041 130 Public Storage (PSA) Reit 183,500 New Holding 183,500 $275.82 $50,614 $50,614
161 10 Dupont Fabros Technology (DFT) Reit 1,240,000 New Holding 1,240,000 $40.52 $50,257 $50,257
2891 65 Skyworks Solutions Inc (SWKS) Semiconductor Devices 540,000 New Holding 540,000 $77.90 $42,066 $42,066
2725 116 Digital Realty Trust Inc (DLR) Reit 550,000 Added More 460,000 $88.48 $40,705 $48,669
2701 17 Whirlpool Corp (WHR) Home Improvement 785,000 Added More 175,000 $180.33 $31,559 $141,566
2301 247 Signature Bank (SBNY) Banks 325,000 Added More 225,000 $136.11 $30,626 $44,238
2758 24 Pvh Corp (PVH) Apparel Footwear And Acc Design 274,000 New Holding 274,000 $99.05 $27,142 $27,142
108 8 Sovran Self Storage Inc (SSS) Reit 195,000 New Holding 195,000 $117.94 $23,000 $23,000
2664 113 Sl Green Realty Corp (SLG) Reit 165,000 New Holding 165,000 $96.87 $15,985 $15,985
2894 15 Morgan Stanley (MS) Institutional Brokerage 4,040,000 Added More 540,000 $25.01 $13,505 $101,040
2516 6 Vale Sa (VALE) Steel Raw Material Suppliers 3,100,000 New Holding 3,100,000 $4.21 $13,051 $13,051
97 2 Stampscom Inc (STMP) Internet Based Services 100,000 New Holding 100,000 $106.27 $10,628 $10,628
3025 1 Fedex Corp (FDX) Courier Services 65,000 New Holding 65,000 $162.72 $10,576 $10,576
279 2 Amn Healthcare Services Inc (AHS) Professional Services 280,000 New Holding 280,000 $33.61 $9,410 $9,410
2592 79 Adobe Systems Inc (ADBE) Application Software 95,000 New Holding 95,000 $93.80 $8,911 $8,911
2778 11 Bank Of America Corp (BAC) Diversified Banks 8,060,000 Added More 390,000 $13.52 $5,272 $108,971
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 805,000 Added More 40,000 $59.22 $2,368 $47,672
901 3 Thor Industries Inc (THO) Recreational Vehicles 30,000 New Holding 30,000 $63.77 $1,913 $1,913
148 3 Cray Inc (CRAY) Computer Hardware And Storage 30,000 New Holding 30,000 $41.91 $1,257 $1,257
524 13 Maxlinear Inc-Class A (MXL) Semiconductor Devices 40,000 New Holding 40,000 $18.50 $740 $740
251 2 Express Inc (EXPR) Specialty Apparel Stores 0 Sold All -50,000 $21.41 $-1,070 $0
2623 14 Restoration Hardware Holding (RH) Home Products Stores 0 Sold All -40,000 $41.90 $-1,676 $0
2132 6 Td Ameritrade Holding Corp (AMTD) Wealth Management 0 Sold All -60,000 $31.53 $-1,891 $0
2902 23 Metlife Inc (MET) Life Insurance 0 Sold All -65,000 $43.93 $-2,856 $0
2336 15 Fortune Brands Home And Securi (FBHS) Home Improvement 0 Sold All -65,000 $56.04 $-3,642 $0
2073 26 Gray Television Inc (GTN) Publishing And Broadcasting 0 Sold All -360,000 $11.72 $-4,219 $0
31 1 Signet Jewelers Ltd (SIG) Jewelry And Watch Stores 530,000 Sold Some -90,000 $124.02 $-11,162 $65,735
2759 28 Coach Inc (COH) Specialty Apparel Stores 0 Sold All -280,000 $40.09 $-11,225 $0
2396 103 Udr Inc (UDR) Reit 0 Sold All -400,000 $38.52 $-15,412 $0
2890 124 Extra Space Storage Inc (EXR) Reit 640,000 Sold Some -170,000 $93.45 $-15,888 $59,814
2818 5 Dollar General Corp (DG) Mass Merchants 0 Sold All -200,000 $85.59 $-17,120 $0
3005 17 Lowes Cos Inc (LOW) Home Products Stores 0 Sold All -230,000 $75.75 $-17,422 $0
3011 13 Citigroup Inc (C) Diversified Banks 3,420,000 Sold Some -420,000 $41.75 $-17,535 $142,785
3060 21 Blackrock Inc (BLK) Investment Management 0 Sold All -58,000 $340.57 $-19,753 $0
3070 18 Home Depot Inc (HD) Home Products Stores 0 Sold All -150,000 $133.42 $-20,014 $0
201 13 Apartment Invt And Mgmt Co -A (AIV) Reit 0 Sold All -580,000 $41.82 $-24,255 $0
2837 2 Carnival Corp (CCL) Cruise Lines 300,000 Sold Some -470,000 $52.77 $-24,801 $15,831
564 3 Toll Brothers Inc (TOL) Homebuilders 5,380,000 Sold Some -860,000 $29.51 $-25,378 $158,763
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 0 Sold All -95,000 $284.67 $-27,043 $0
2779 8 Schwab Charles Corp (SCHW) Wealth Management 0 Sold All -990,000 $28.02 $-27,739 $0
141 2 Jones Lang Lasalle Inc (JLL) Real Estate Services 443,000 Sold Some -237,000 $117.32 $-27,804 $51,972
2967 127 Essex Property Trust Inc (ESS) Reit 89,000 Sold Some -135,000 $233.86 $-31,571 $20,813
19 1 Weyerhaeuser Co (WY) Reit 750,000 Sold Some -1,070,000 $30.98 $-33,148 $23,235
3048 15 Nvr Inc (NVR) Homebuilders 7,000 Sold Some -20,500 $1732.40 $-35,514 $12,126
181 1 Lennar Corp-A (LEN) Homebuilders 5,870,000 Sold Some -870,000 $48.36 $-42,073 $283,873
2910 3 Royal Caribbean Cruises Ltd (RCL) Cruise Lines 350,000 Sold Some -515,000 $82.15 $-42,307 $28,752
2822 14 Dr Horton Inc (DHI) Homebuilders 7,602,900 Sold Some -1,420,000 $30.23 $-42,926 $229,835
2950 8 General Motors Co (GM) Automobiles 0 Sold All -1,430,000 $31.43 $-44,944 $0
2927 6 Ford Motor Co (F) Automobiles 0 Sold All -3,730,000 $13.50 $-50,355 $0
64 1 Cbre Group Inc - A (CBG) Real Estate Services 0 Sold All -1,895,000 $28.82 $-54,613 $0
400 30 Mid-America Apartment Comm (MAA) Reit 0 Sold All -535,000 $102.20 $-54,682 $0
2989 128 American Tower Corp (AMT) Reit 0 Sold All -555,000 $102.37 $-56,815 $0
2799 10 Wyndham Worldwide Corp (WYN) Lodging 0 Sold All -745,000 $76.43 $-56,940 $0
2915 18 Acuity Brands Inc (AYI) Comml And Res Bldg Equip And Sys 0 Sold All -265,000 $218.13 $-57,807 $0
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 0 Sold All -790,000 $82.45 $-65,143 $0
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 0 Sold All -633,000 $156.97 $-99,368 $0