UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Capital Growth Management L.P.
Address: One International Place
Boston, MA 02110
13F File Number: 28-2723
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this report on Behalf of Reporting Manager:
Name: Robert L. Kemp
Title: President, Kenbob, Inc., General Partner
Phone: 617-737-3225
Signature, Place, and Date of Signing:
Robert L. Kemp Boston, Massachusetts May 15, 2013
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
/s/ Robert L. Kemp
--------------------------
Robert L. Kemp
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 70
Form 13F Information Table Value Total: $4,023,623
List of Other Included Managers: NONE
FORM 13F INFORMATION TABLE
-----------------------------------------------------------------------------------------------------------------------------
ITEM 2 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
ITEM 1 TITLE OF ITEM 3 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
-------------------------------------------------------------------------------------------------------------------------------
AMERICAN INTL GROUP INC COMMON 026874784 25063 710000 SH SOLE 710000 0 0
AMERICAN TOWER CORP NEW 03027X100 69543 900000 SH SOLE 900000 0 0
AMERICAN INTL GROUP INC COMMON 026874784 3882 100000 SH SOLE 100000 0 0
AVIS BUDGET GROUP COMMON 053774105 10158 365000 SH SOLE 365000 0 0
BLACKROCK INC 09247X101 89394 348000 SH SOLE 348000 0 0
CBRE GROUP INC 12504L109 73225 2900000 SH SOLE 2900000 0 0
CABELAS INC COMMON 126804301 3039 50000 SH SOLE 50000 0 0
CAMDEN PPTY TR 133131102 88597 1290000 SH SOLE 1290000 0 0
CAMERON INTERNATIONAL CORP. COMMON 13342B105 10432 160000 SH SOLE 160000 0 0
CANADIAN PAC RY LTD COMMON 13645T100 29617 227000 SH SOLE 227000 0 0
CELGENE CORP 151020104 32455 280000 SH SOLE 280000 0 0
CHESAPEAKE LODGING TR 165240102 40212 1752900 SH SOLE 1752900 0 0
CHEVRONTEXACO CORP 166764100 23170 195000 SH SOLE 195000 0 0
CITIGROUP INC COMMON 172967424 248408 5615000 SH SOLE 5615000 0 0
CUBESMART 229663109 38631 2445000 SH SOLE 2445000 0 0
D R HORTON INC COMMON 23331A109 147866 6085000 SH SOLE 6085000 0 0
DELTA AIR LINES INC DEL 247361702 120490 7298000 SH SOLE 7298000 0 0
DIAMONDROCK HOSPITALITY C COMMON 252784301 23368 2510000 SH SOLE 2510000 0 0
DISCOVER FINL SVCS COMMON 254709108 43495 970000 SH SOLE 970000 0 0
EQUITY RESIDENTIAL 29476L107 67449 1225000 SH SOLE 1225000 0 0
ESSEX PPTY TR INC COMMON 297178105 80786 536500 SH SOLE 536500 0 0
EXTRA SPACE STORAGE INC 30225T102 49205 1253000 SH SOLE 1253000 0 0
EXXON MOBIL CORP 30231G102 24330 270000 SH SOLE 270000 0 0
FMC TECHNOLOGIES INC COMMON 30249U101 92735 1705000 SH SOLE 1705000 0 0
FEDERAL REALTY INVT TR COMMON 313747206 42676 395000 SH SOLE 395000 0 0
GENERAL GROWTH PPTYS INC COMMON 370023103 33398 1680000 SH SOLE 1680000 0 0
GEOSPACE TECHNOLOGIES COR COMMON 37364X109 17267 160000 SH SOLE 160000 0 0
GOLDMAN SACHS GROUP INC COMMON 38141G104 124047 843000 SH SOLE 843000 0 0
GOOGLE INC COMMON 38259P508 24699 31100 SH SOLE 31100 0 0
HCA HOLDINGS INC 40412C101 15033 370000 SH SOLE 370000 0 0
HALLIBURTON CO COMMON 406216101 4849 120000 SH SOLE 120000 0 0
HERSHA HOSPITALITY TR 427825104 36973 6331000 SH SOLE 6331000 0 0
HERTZ GLOBAL HOLDINGS INC COMMON 42805T105 108406 4870000 SH SOLE 4870000 0 0
HONDA MOTOR LTD 438128308 28312 740000 SH SOLE 740000 0 0
HOST HOTELS & RESORTS INC COMMON 44107P104 109671 6270490 SH SOLE 6270490 0 0
INTL PAPER CO COMMON 460146103 32606 700000 SH SOLE 700000 0 0
JP MORGAN CHASE & CO 46625H100 10916 230000 SH SOLE 230000 0 0
JONES LANG LASALLE INC COMMON 48020Q107 69090 695000 SH SOLE 695000 0 0
KB HOME COMMON 48666K109 9361 430000 SH SOLE 430000 0 0
KRISPY KREME DOUGHNUTS IN COMMON 501014104 1300 90000 SH SOLE 90000 0 0
KROGER CO COMMON 501044101 38111 1150000 SH SOLE 1150000 0 0
LENNAR CORP CL A 526057104 201178 4850000 SH SOLE 4850000 0 0
MERITAGE HOME CORP. COMMON 59001A102 16167 345000 SH SOLE 345000 0 0
MIDDLEBY CORP COMMON 596278101 3043 20000 SH SOLE 20000 0 0
MOHAWK INDS INC 608190104 87951 777500 SH SOLE 777500 0 0
MONSANTO CO NEW COMMON 61166W101 33802 320000 SH SOLE 320000 0 0
MORGAN STANLEY COMMON 617446448 240681 10950000 SH SOLE 10950000 0 0
NVR INC COMMON 62944T105 106391 98500 SH SOLE 98500 0 0
NIKE INC 654106103 24194 410000 SH SOLE 410000 0 0
OCCIDENTAL PETE CORP DEL 674599105 3919 50000 SH SOLE 50000 0 0
PRESTIGE BRANDS HLDGS INC COMMON 74112D101 14130 550000 SH SOLE 550000 0 0
PUBLIC STORAGE INC COMMON 74460D109 15994 105000 SH SOLE 105000 0 0
PULTE HOMES INC COMMON 745867101 28538 1410000 SH SOLE 1410000 0 0
RLJ LODGING TR 74965L101 86807 3814000 SH SOLE 3814000 0 0
ROCK-TENN CO COMMON 772739207 120395 1297500 SH SOLE 1297500 0 0
RYLAND GROUP INC COMMON 783764103 13527 325000 SH SOLE 325000 0 0
SAFEWAY INC COMMON 786514208 14756 560000 SH SOLE 560000 0 0
SHERWIN WILLIAMS CO 824348106 76001 450000 SH SOLE 450000 0 0
SIMON PPTY GROUP INC NEW COMMON 828806109 137261 865673 SH SOLE 865673 0 0
SOVRAN SELF STORAGE INC 84610H108 36811 570800 SH SOLE 570800 0 0
STANDARD PAC CORP NEW COMMON 85375C101 16416 1900000 SH SOLE 1900000 0 0
STRATEGIC HOTELS & RESORT COMMON 86272T106 58842 7047000 SH SOLE 7047000 0 0
SUNSTONE HOTEL INVS INC N COMMON 867892101 63273 5140000 SH SOLE 5140000 0 0
TEXTRON INC COMMON 883203101 73929 2480000 SH SOLE 2480000 0 0
TOLL BROTHERS INC COMMON 889478103 21571 630000 SH SOLE 630000 0 0
TOYOTA MOTOR CORP 892331307 30792 300000 SH SOLE 300000 0 0
UNITED CONTL HLDGS INC COMMON 910047109 87707 2740000 SH SOLE 2740000 0 0
UNITED RENTALS INC COMMON 911363109 32982 600000 SH SOLE 600000 0 0
VISA INC COMMON 92826C839 34308 202000 SH SOLE 202000 0 0
WHIRLPOOL CORP COMMON 963320106 209082 1765000 SH SOLE 1765000 0 0
WISDOMTREE INVTS INC COMMON 97717P104 10400 1000000 SH SOLE 1000000 0 0
WYNDHAM WORLDWIDE CORP 98310W108 75119 1165000 SH SOLE 1165000 0 0
TOTAL VALUE (X$1000): 4023623
TOTAL SHARES PRN/AMT: 115423963
TOTAL SOLE SHARES/PRN AMT: 115423963
TOTAL SHARED SHARES/PRN AMT: 0
TOTAL NONE SHARES/PRN AMT: 0