CAPITAL GROWTH MANAGEMENT LP
Latest 13F filing data - Q3 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 290K | $24.07M |
 | KIM | 250K | $4.60M |
 | AMR | 235K | $32.16M |
 | LEN | 220K | $16.40M |
 | DHI | 220K | $14.82M |
 | RHP | 210K | $15.45M |
 | BRX | 200K | $3.69M |
 | REG | 190K | $10.23M |
 | ASO | 180K | $7.59M |
 | LNG | 160K | $26.55M |
 | TMHC | 140K | $3.27M |
 | MTH | 115K | $8.08M |
 | SKY | 100K | $5.29M |
 | HCC | 100K | $2.84M |
 | FRT | 95K | $8.56M |
 | LGIH | 60K | $4.88M |
 | NXRT | 56K | $2.59M |
 | ATKR | 55K | $4.28M |
 | VNO | 50K | $1.16M |
 | AVB | 45K | $8.29M |
Philip Morris International Inc.
PM
Shares Held
290K
Value
$24.07M
Kimco Realty Corporation
KIM
Shares Held
250K
Value
$4.60M
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
235K
Value
$32.16M
Lennar Corporation
LEN
Shares Held
220K
Value
$16.40M
D.R. Horton, Inc.
DHI
Shares Held
220K
Value
$14.82M
Ryman Hospitality Properties, Inc.
RHP
Shares Held
210K
Value
$15.45M
Brixmor Property Group Inc.
BRX
Shares Held
200K
Value
$3.69M
Regency Centers Corporation
REG
Shares Held
190K
Value
$10.23M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
180K
Value
$7.59M
Cheniere Energy, Inc.
LNG
Shares Held
160K
Value
$26.55M
Taylor Morrison Home Corporation
TMHC
Shares Held
140K
Value
$3.27M
Meritage Homes Corporation
MTH
Shares Held
115K
Value
$8.08M
Champion Homes, Inc.
SKY
Shares Held
100K
Value
$5.29M
Warrior Met Coal, Inc.
HCC
Shares Held
100K
Value
$2.84M
Federal Realty Investment Trust
FRT
Shares Held
95K
Value
$8.56M
LGI Homes, Inc.
LGIH
Shares Held
60K
Value
$4.88M
NexPoint Residential Trust, Inc.
NXRT
Shares Held
56K
Value
$2.59M
Atkore Inc.
ATKR
Shares Held
55K
Value
$4.28M
Vornado Realty Trust
VNO
Shares Held
50K
Value
$1.16M
AvalonBay Communities, Inc.
AVB
Shares Held
45K
Value
$8.29M