Capital Growth Management LP Buys Thor Industries Inc, M.D.C. Holdings Inc, Skyworks Solutions Inc, Sells D.R. Horton Inc, Bank Bradesco SA, Meritage Homes Corp

• New Purchases: MDC, SWKS, SIG, MU, QRVO, VMC, JLL, BABA, HZNP, RH, PLD, MLM, VALE, NOK, CBRE, SLG, VICI, WDC, TECK, RCL, NTES, ABBV, FCX, OMF, WGO, AVB, EQR, C,
• Added Positions: THO, NRZ, BAC, GEO, CXW, ESS,
• Reduced Positions: BBD, MTH, TMHC, ITUB, LAD, BSBR, MSFT, ARE, TGT, PWR, JPM,
• Sold Out: DHI, NOC, LMT, ABEV, COLD, INVH, TSN, IIPR, WY, KREF, PM, AAN, RHP, AIV, WMT, LHX, MRK, ABG, LEN, UDR, LAMR, WHR, OUT, BXP, NVR,

For the details of Ken Heebner's stock buys and sells, go to https://www.gurufocus.com/guru/ken+heebner/current-portfolio/portfolio

1. Petroleo Brasileiro SA Petrobras (PBR) - 6,470,000 shares, 8.34% of the total portfolio. Shares added by 0.78%
2. Thor Industries Inc (THO) - 949,000 shares, 5.70% of the total portfolio. Shares added by 1255.71%
3. M.D.C. Holdings Inc (MDC) - 1,592,000 shares, 4.91% of the total portfolio. New Position
4. American Tower Corp (AMT) - 175,000 shares, 3.25% of the total portfolio.
5. Bank Bradesco SA (BBD) - 4,456,000 shares, 3.22% of the total portfolio. Shares reduced by 66.4%

Capital Growth Management LP initiated holding in M.D.C. Holdings Inc. The purchase prices were between $36.83 and $46, with an estimated average price of $40.57. The stock is now traded at around $44.87. The impact to a portfolio due to this purchase was 4.91%. The holding were 1,592,000 shares as of .

Capital Growth Management LP initiated holding in Skyworks Solutions Inc. The purchase prices were between $75.43 and $122.29, with an estimated average price of $98.94. The stock is now traded at around $122.59. The impact to a portfolio due to this purchase was 3.08%. The holding were 315,000 shares as of .

Capital Growth Management LP initiated holding in Signet Jewelers Ltd. The purchase prices were between $15.29 and $21.91, with an estimated average price of $17.81. The stock is now traded at around $26.77. The impact to a portfolio due to this purchase was 2.89%. The holding were 1,645,000 shares as of .

Capital Growth Management LP initiated holding in Micron Technology Inc. The purchase prices were between $41.98 and $55.42, with an estimated average price of $47.96. The stock is now traded at around $59.33. The impact to a portfolio due to this purchase was 2.83%. The holding were 650,000 shares as of .

Capital Growth Management LP initiated holding in Qorvo Inc. The purchase prices were between $71.37 and $117.96, with an estimated average price of $97.51. The stock is now traded at around $109.17. The impact to a portfolio due to this purchase was 2.68%. The holding were 285,000 shares as of .

Capital Growth Management LP initiated holding in Vulcan Materials Co. The purchase prices were between $136.44 and $148.5, with an estimated average price of $143.06. The stock is now traded at around $145.08. The impact to a portfolio due to this purchase was 2.68%. The holding were 230,000 shares as of .

Capital Growth Management LP added to a holding in Thor Industries Inc by 1255.71%. The purchase prices were between $51.7 and $76.52, with an estimated average price of $64.8. The stock is now traded at around $86.88. The impact to a portfolio due to this purchase was 5.28%. The holding were 949,000 shares as of .

Capital Growth Management LP added to a holding in Bank of America Corp by 130.00%. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $34.91. The impact to a portfolio due to this purchase was 0.37%. The holding were 230,000 shares as of .

Capital Growth Management LP added to a holding in Essex Property Trust Inc by 50.00%. The purchase prices were between $296.19 and $332.54, with an estimated average price of $315.45. The stock is now traded at around $321.51. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,000 shares as of .

Capital Growth Management LP sold out a holding in D.R. Horton Inc. The sale prices were between $50.71 and $55.91, with an estimated average price of $53.43.

Capital Growth Management LP sold out a holding in Northrop Grumman Corp. The sale prices were between $337.85 and $368.98, with an estimated average price of $351.33.

Capital Growth Management LP sold out a holding in Lockheed Martin Corp. The sale prices were between $370.73 and $394.24, with an estimated average price of $384.

Capital Growth Management LP sold out a holding in Ambev SA. The sale prices were between $4.12 and $4.75, with an estimated average price of $4.43.

Capital Growth Management LP sold out a holding in Americold Realty Trust. The sale prices were between $32.95 and $40.12, with an estimated average price of $36.77.

Capital Growth Management LP sold out a holding in Invitation Homes Inc. The sale prices were between $28.69 and $31.09, with an estimated average price of $29.97.