Stock Taper 
CAPITAL GROWTH MANAGEMENT LP
Latest 13F filing data - Q3 2022
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 2K | $7.97M |
 Cavco Industries, Inc. | CVCO | 28K | $5.76M |
 Mid-America Apartment Communities, Inc. | MAA | 30K | $4.65M |
| AC AvalonBay Communities, Inc. | AVB | 45K | $8.29M |
 Vornado Realty Trust | VNO | 50K | $1.16M |
 Atkore Inc. | ATKR | 55K | $4.28M |
 NexPoint Residential Trust, Inc. | NXRT | 56K | $2.59M |
 LGI Homes, Inc. | LGIH | 60K | $4.88M |
 Federal Realty Investment Trust | FRT | 95K | $8.56M |
 Champion Homes, Inc. | SKY | 100K | $5.29M |
 Warrior Met Coal, Inc. | HCC | 100K | $2.84M |
 Meritage Homes Corporation | MTH | 115K | $8.08M |
| TM Taylor Morrison Home Corporation | TMHC | 140K | $3.27M |
 Cheniere Energy, Inc. | LNG | 160K | $26.55M |
 Academy Sports and Outdoors, Inc. | ASO | 180K | $7.59M |
 Regency Centers Corporation | REG | 190K | $10.23M |
 Brixmor Property Group Inc. | BRX | 200K | $3.69M |
 Ryman Hospitality Properties, Inc. | RHP | 210K | $15.45M |
 D.R. Horton, Inc. | DHI | 220K | $14.82M |
 Lennar Corporation | LEN | 220K | $16.4M |