Capital Growth Management LP Buys Buckle Inc, Philip Morris International Inc, Signet Jewelers, Sells Tenet Healthcare Corp, Citigroup Inc, WestRock Co

• New Purchases: BKE, PM, SIG, SEM, DKS, HAL, EXR, PSA, INVH, AMH, NSA, ESS, JLL, AVB, FANG, AA, PLCE, CLF, RCII, AAN, PLD, OAS, PRG, OI, PBR, CPE, LAD, FRT, TGT, CPT, FR, AN, PAG, SAH,
• Added Positions: CUBE, HHC, PRU, WSM, LSI, OMF, TRQ, BBY,
• Reduced Positions: STLA, UE, ABG, BRX, REG, DRH, JPM, BAC, BG, VALE, SHO, PK, RHP, FCX,
• Sold Out: THC, C, WRK, CAR, FDX, SID, PII, THO, SPG, GGB, WGO, RIO, SCCO, SKT, ASO, MT, NGLOY, SITC, WRI, PEB, FOR, MS, CB, AMT, BC, UFS, HST, HCA, WFG, GPI, KGC, CCI, SBAC, KTB,

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

1. Buckle Inc (BKE) - 950,000 shares, 4.26% of the total portfolio. New Position
2. OneMain Holdings Inc (OMF) - 660,000 shares, 3.57% of the total portfolio. Shares added by 3.13%
3. Philip Morris International Inc (PM) - 380,000 shares, 3.40% of the total portfolio. New Position
4. Signet Jewelers Ltd (SIG) - 450,000 shares, 3.28% of the total portfolio. New Position
5. Select Medical Holdings Corp (SEM) - 855,000 shares, 3.26% of the total portfolio. New Position

Capital Growth Management LP initiated holding in Buckle Inc. The purchase prices were between $39.25 and $49.75, with an estimated average price of $42.37. The stock is now traded at around $45.135000. The impact to a portfolio due to this purchase was 4.26%. The holding were 950,000 shares as of 2021-06-30.

Capital Growth Management LP initiated holding in Philip Morris International Inc. The purchase prices were between $88.06 and $100.5, with an estimated average price of $95.73. The stock is now traded at around $101.655000. The impact to a portfolio due to this purchase was 3.4%. The holding were 380,000 shares as of 2021-06-30.

Capital Growth Management LP initiated holding in Signet Jewelers Ltd. The purchase prices were between $56.73 and $80.79, with an estimated average price of $64.43. The stock is now traded at around $68.400000. The impact to a portfolio due to this purchase was 3.28%. The holding were 450,000 shares as of 2021-06-30.

Capital Growth Management LP initiated holding in Select Medical Holdings Corp. The purchase prices were between $34.1 and $43.08, with an estimated average price of $38.41. The stock is now traded at around $35.520000. The impact to a portfolio due to this purchase was 3.26%. The holding were 855,000 shares as of 2021-06-30.

Capital Growth Management LP initiated holding in Dick's Sporting Goods Inc. The purchase prices were between $76.15 and $101.21, with an estimated average price of $89.36. The stock is now traded at around $108.750000. The impact to a portfolio due to this purchase was 3.25%. The holding were 360,000 shares as of 2021-06-30.

Capital Growth Management LP initiated holding in Halliburton Co. The purchase prices were between $19.06 and $24.72, with an estimated average price of $22.2. The stock is now traded at around $20.230000. The impact to a portfolio due to this purchase was 2.71%. The holding were 1,300,000 shares as of 2021-06-30.

Capital Growth Management LP added to a holding in CubeSmart by 229.41%. The purchase prices were between $37.83 and $47.68, with an estimated average price of $42.99. The stock is now traded at around $50.480000. The impact to a portfolio due to this purchase was 1.63%. The holding were 560,000 shares as of 2021-06-30.

Capital Growth Management LP added to a holding in The Howard Hughes Corp by 468.75%. The purchase prices were between $95.13 and $110.73, with an estimated average price of $103.71. The stock is now traded at around $91.100000. The impact to a portfolio due to this purchase was 1.32%. The holding were 182,000 shares as of 2021-06-30.

Capital Growth Management LP added to a holding in Prudential Financial Inc by 53.33%. The purchase prices were between $91.1 and $108.51, with an estimated average price of $101.91. The stock is now traded at around $107.900000. The impact to a portfolio due to this purchase was 1.11%. The holding were 345,000 shares as of 2021-06-30.

Capital Growth Management LP added to a holding in Williams-Sonoma Inc by 68.42%. The purchase prices were between $150.93 and $187.04, with an estimated average price of $170.49. The stock is now traded at around $158.905000. The impact to a portfolio due to this purchase was 0.93%. The holding were 160,000 shares as of 2021-06-30.

Capital Growth Management LP added to a holding in Life Storage Inc by 47.37%. The purchase prices were between $85.95 and $108.42, with an estimated average price of $98.04. The stock is now traded at around $119.950000. The impact to a portfolio due to this purchase was 0.87%. The holding were 280,000 shares as of 2021-06-30.

Capital Growth Management LP sold out a holding in Tenet Healthcare Corp. The sale prices were between $50.49 and $69.94, with an estimated average price of $61.78.

Capital Growth Management LP sold out a holding in Citigroup Inc. The sale prices were between $67.61 and $79.86, with an estimated average price of $74.03.

Capital Growth Management LP sold out a holding in WestRock Co. The sale prices were between $52.03 and $61.81, with an estimated average price of $55.89.

Capital Growth Management LP sold out a holding in Avis Budget Group Inc. The sale prices were between $72.54 and $94.24, with an estimated average price of $82.69.

Capital Growth Management LP sold out a holding in FedEx Corp. The sale prices were between $275.76 and $315.59, with an estimated average price of $296.62.

Capital Growth Management LP sold out a holding in Companhia Siderurgica Nacional. The sale prices were between $6.44 and $10.04, with an estimated average price of $8.59.