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

Boston, MA, based Investment company Capital Growth Management LP (Current Portfolio) buys FedEx Corp, Companhia Siderurgica Nacional, Dick's Sporting Goods Inc, Aarons Holdings Co Inc, Prologis Inc, sells KB Home, Teradyne Inc, Winnebago Industries Inc, Dollar General Corp, Kinross Gold Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Capital Growth Management LP. As of 2020Q3, Capital Growth Management LP owns 46 stocks with a total value of $957 million. These are the details of the buys and sells.

For the details of Ken Heebner's stock buys and sells,

go to https://www.gurufocus.com/guru/ken+heebner/current-portfolio/portfolioThese are the top 5 holdings of Ken Heebner
  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%
New Purchase: FedEx Corp (FDX)


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 . New Purchase: Companhia Siderurgica Nacional (SID)


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 . New Purchase: Dick's Sporting Goods Inc (DKS)


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 . New Purchase: Aarons Holdings Co Inc (AAN)


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 . New Purchase: Prologis Inc (PLD)


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 . New Purchase: Nutrien Ltd (NTR)


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 . Added: M.D.C. Holdings Inc (MDC)
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 . Added: Toll Brothers Inc (TOL)
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 . Added: Best Buy Co Inc (BBY)
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 . Added: Innovative Industrial Properties Inc (IIPR)
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 . Sold Out: KB Home (KBH)
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. Sold Out: Teradyne Inc (TER)
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. Sold Out: Winnebago Industries Inc (WGO)
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. Sold Out: Dollar General Corp (DG)
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. Sold Out: Kinross Gold Corp (KGC)
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. Sold Out: Adobe Inc (ADBE)
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.

Here is the complete portfolio of Ken Heebner. Also check out:

1. Ken Heebner's Undervalued Stocks

2. Ken Heebner's Top Growth Companies, and

3. Ken Heebner's High Yield stocks

4. Stocks that Ken Heebner keeps buying

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