Stock Taper 
CGM TRUST
Latest 13F filing data - Q3 2020
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Martin Marietta Materials, Inc. | MLM | 10K | $2.35M |
 PRA Group, Inc. | PRAA | 40K | $1.6M |
 Vulcan Materials Company | VMC | 60K | $8.13M |
 Innovative Industrial Properties, Inc. | IIPR | 70K | $8.69M |
 Deckers Outdoor Corporation | DECK | 70K | $15.4M |
| TO TOPBUILD CORP | BLD | 105K | $17.92M |
 FedEx Corporation | FDX | 113K | $28.42M |
 Invitation Homes Inc. | INVH | 140K | $3.92M |
 Penske Automotive Group, Inc. | PAG | 150K | $7.15M |
 EastGroup Properties, Inc. | EGP | 160K | $20.69M |
 Thor Industries, Inc. | THO | 180K | $17.15M |
 Best Buy Co., Inc. | BBY | 190K | $21.14M |
 Group 1 Automotive, Inc. | GPI | 210K | $18.56M |
 Asbury Automotive Group, Inc. | ABG | 215.5K | $21M |
 Prologis, Inc. | PLD | 220K | $22.14M |
 PennyMac Financial Services, Inc. | PFSI | 305K | $17.73M |
 AutoNation, Inc. | AN | 320K | $16.94M |
 M/I Homes, Inc. | MHO | 330K | $15.2M |
 LGI Homes, Inc. | LGIH | 335K | $38.92M |
 Century Communities, Inc. | CCS | 340K | $14.39M |