Capital Growth Management LP Buys FedEx Corp, Companhia Siderurgica Nacional, Dick's Sporting Goods Inc, Sells KB Home, Teradyne Inc, Winnebago Industries Inc

• New Purchases: FDX, SID, DKS, AAN, PLD, NTR, ABG, EGP, TPR, FR, GPI, BLD, AN, TECK, MHO, SIG, CCS, HIBB, FCX, STAG, RCII, VMC, PAG, MIK, INVH, MLM, PRAA,
• Added Positions: MDC, TOL, BBY, IIPR,
• Reduced Positions: HZNP, PFSI, GFI, MTH, THO, TMHC, AMH, LGIH, PHM, TPH, DECK, LEN, DHI,
• Sold Out: KBH, TER, WGO, DG, KGC, ADBE, SAND, BC, SSRM, AGI, ABBV, GOLD, NOK, CNC, SITC, LLY, VRTX, MOH, ELS, SUI, PCH, NEM,

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

1. Meritage Homes Corp (MTH) - 620,000 shares, 7.15% of the total portfolio. Shares reduced by 21.52%
2. D.R. Horton Inc (DHI) - 880,000 shares, 6.95% of the total portfolio. Shares reduced by 1.68%
3. Lennar Corp (LEN) - 805,000 shares, 6.87% of the total portfolio. Shares reduced by 4.17%
4. Toll Brothers Inc (TOL) - 930,000 shares, 4.73% of the total portfolio. Shares added by 20.78%
5. LGI Homes Inc (LGIH) - 335,000 shares, 4.07% of the total portfolio. Shares reduced by 11.84%

Capital Growth Management LP initiated holding in FedEx Corp. The purchase prices were between $155.48 and $254.44, with an estimated average price of $199.73. The stock is now traded at around $264.70. The impact to a portfolio due to this purchase was 2.97%. The holding were 113,000 shares as of .

Capital Growth Management LP initiated holding in Companhia Siderurgica Nacional. The purchase prices were between $1.96 and $3.21, with an estimated average price of $2.54. The stock is now traded at around $3.56. The impact to a portfolio due to this purchase was 2.89%. The holding were 9,400,000 shares as of .

Capital Growth Management LP initiated holding in Dick's Sporting Goods Inc. The purchase prices were between $38.75 and $58.55, with an estimated average price of $48.65. The stock is now traded at around $51.37. The impact to a portfolio due to this purchase was 2.87%. The holding were 475,000 shares as of .

Capital Growth Management LP initiated holding in Aarons Holdings Co Inc. The purchase prices were between $42.41 and $59.2, with an estimated average price of $52.57. The stock is now traded at around $57.84. The impact to a portfolio due to this purchase was 2.58%. The holding were 435,000 shares as of .

Capital Growth Management LP initiated holding in Prologis Inc. The purchase prices were between $92.1 and $106.17, with an estimated average price of $100.12. The stock is now traded at around $102.43. The impact to a portfolio due to this purchase was 2.31%. The holding were 220,000 shares as of .

Capital Growth Management LP initiated holding in Nutrien Ltd. The purchase prices were between $31.26 and $41.59, with an estimated average price of $36.37. The stock is now traded at around $41.41. The impact to a portfolio due to this purchase was 2.25%. The holding were 550,000 shares as of .

Capital Growth Management LP added to a holding in M.D.C. Holdings Inc by 63.16%. The purchase prices were between $34.31 and $47.49, with an estimated average price of $42.92. The stock is now traded at around $44.87. The impact to a portfolio due to this purchase was 1.18%. The holding were 620,000 shares as of .

Capital Growth Management LP added to a holding in Toll Brothers Inc by 20.78%. The purchase prices were between $31.53 and $49.35, with an estimated average price of $40.33. The stock is now traded at around $44.13. The impact to a portfolio due to this purchase was 0.81%. The holding were 930,000 shares as of .

Capital Growth Management LP added to a holding in Best Buy Co Inc by 46.15%. The purchase prices were between $84.9 and $117.37, with an estimated average price of $102.09. The stock is now traded at around $113.24. The impact to a portfolio due to this purchase was 0.7%. The holding were 190,000 shares as of .

Capital Growth Management LP added to a holding in Innovative Industrial Properties Inc by 40.00%. The purchase prices were between $89.34 and $128.3, with an estimated average price of $111.6. The stock is now traded at around $154.05. The impact to a portfolio due to this purchase was 0.26%. The holding were 70,000 shares as of .

Capital Growth Management LP sold out a holding in KB Home. The sale prices were between $29.04 and $40.5, with an estimated average price of $34.87.

Capital Growth Management LP sold out a holding in Teradyne Inc. The sale prices were between $74.92 and $91.98, with an estimated average price of $84.71.

Capital Growth Management LP sold out a holding in Winnebago Industries Inc. The sale prices were between $47.7 and $66.27, with an estimated average price of $57.61.

Capital Growth Management LP sold out a holding in Dollar General Corp. The sale prices were between $186.46 and $209.8, with an estimated average price of $196.56.

Capital Growth Management LP sold out a holding in Kinross Gold Corp. The sale prices were between $7.17 and $10, with an estimated average price of $8.63.

Capital Growth Management LP sold out a holding in Adobe Inc. The sale prices were between $426.29 and $533.8, with an estimated average price of $465.25.