Ken Heebner of the CGM Funds has had outstanding performances, although his turnover is relatively high. This is the updates on his purchases and sells over the past quarter.
Ken Heebner buys Deere & Co., MasterCard Incorporated Class A, Las Vegas Sands Corp., Mobile Telesystems OJSC, Citigroup Inc., Bank of America Corp. (DE, Financial), Fluor Corp., CB Richard Ellis Group Inc., Potash Corp. of Saskatchewan,, Cisco Systems Inc., AMB Property Corp., Precision Castparts Corp., Alcan Inc., Textron Inc., Amphenol Corp., Coach Inc., Ryanair Holdings plc, ConocoPhillips, LAN Airlines S.A., Albemarle Corp., Titanium Metals Corp., Middleby Corp., AGCO Corp., Allergan Inc., RTI International Metals Inc., Companhia Vale do Rio Doce, Weatherford International Ltd., GOL Linhas Aereas Inteligentes S.A. American Depos, Whiting Petroleum Corp., HELIX ENERGY SOLUTNS, Oil States International Inc., Hydril Co., XTO Energy Inc., sells U-Store-It Trust, Denbury Resources Inc., Devon Energy Corp., Eni SpA, Endurance Specialty Holdings L, FelCor Lodging Trust Inc., Freeport-McMoRan Copper & Gold, Hewlett-Packard Co., IPC Holdings Ltd., Kroger Co., Eli Lilly & Co., Genentech Inc., Digital Realty Trust Inc., AG Edwards Inc., Advanced Micro Devices Inc., Axis Capital Holdings Ltd., Franklin Resources Inc., BROOKFIELD PTYS CP, CNOOC Ltd., , PERU COPPER, CVS Corp., Chevron Corp., Legg Mason Inc., Macerich Co., FedEx Corporation, Rio Tinto plc, Strategic Hotel Capital Inc., Sanofi-Aventis, Smurfit-Stone Container Corp., T. Rowe Price Group, Inc., United Dominion Realty Trust I, Union Pacific Corp., United Technologies Corp., Walgreen Co., Wyeth, Raymond James Financial Inc., Platinum Underwriters Holdings, Children's Place Retail Stores, Altria Group Inc., Montpelier Re Holdings Ltd., Micron Technology Inc., Men's Wearhouse Inc., Novartis AG, Pfizer Inc., Oracle Corp., Occidental Petroleum Corp., Southern Peru Copper Corp., Phelps Dodge Corp. during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, CAPITAL GROWTH MANAGEMENT LP. Ken Heebner owns 93 stocks with a total value of $6.4 billion. These are the details of the buys and sells.
New Purchases: AG, AGN, AL, ALB, AMB, APH, BAC, C, CBG, COH, COP, CSCO, DE, FLR, GOL, HLX, HYDL, LFL, LVS, MA, MBT, MIDD, OIS, PCP, POT, RIO, RTI, RYAAY, TIE, TXT, WFT, WLL, XTO,
Added Positions: BA, BHI, BSC, EPR, EV, HXM, JCP, JPM, MCD, NKE, RIG, SKT,
Reduced Positions: AMX, CMI, CNQ, DRH, MPG, PBR, RNR, SU, T, TS, WTSLA,
Sold Out: AGE, AMD, AXS, BEN, BPO, CEO, CS, CUP, CVS, CVX, DLR, DNA, DNR, DVN, E, ENH, FCH, FCX, FDX, HPQ, IPCR, KR, LLY, LM, MAC, MO, MRH, MU, MW, NVS, ORCL, OXY, PCU, PD, PFE, PLCE, PTP, RJF, RTP, SHO, SNY, SSCC, TROW, UDR, UNP, UTX, WAG, WYE, YSI,
Ken Heebner buys Deere & Co., MasterCard Incorporated Class A, Las Vegas Sands Corp., Mobile Telesystems OJSC, Citigroup Inc., Bank of America Corp. (DE, Financial), Fluor Corp., CB Richard Ellis Group Inc., Potash Corp. of Saskatchewan,, Cisco Systems Inc., AMB Property Corp., Precision Castparts Corp., Alcan Inc., Textron Inc., Amphenol Corp., Coach Inc., Ryanair Holdings plc, ConocoPhillips, LAN Airlines S.A., Albemarle Corp., Titanium Metals Corp., Middleby Corp., AGCO Corp., Allergan Inc., RTI International Metals Inc., Companhia Vale do Rio Doce, Weatherford International Ltd., GOL Linhas Aereas Inteligentes S.A. American Depos, Whiting Petroleum Corp., HELIX ENERGY SOLUTNS, Oil States International Inc., Hydril Co., XTO Energy Inc., sells U-Store-It Trust, Denbury Resources Inc., Devon Energy Corp., Eni SpA, Endurance Specialty Holdings L, FelCor Lodging Trust Inc., Freeport-McMoRan Copper & Gold, Hewlett-Packard Co., IPC Holdings Ltd., Kroger Co., Eli Lilly & Co., Genentech Inc., Digital Realty Trust Inc., AG Edwards Inc., Advanced Micro Devices Inc., Axis Capital Holdings Ltd., Franklin Resources Inc., BROOKFIELD PTYS CP, CNOOC Ltd., , PERU COPPER, CVS Corp., Chevron Corp., Legg Mason Inc., Macerich Co., FedEx Corporation, Rio Tinto plc, Strategic Hotel Capital Inc., Sanofi-Aventis, Smurfit-Stone Container Corp., T. Rowe Price Group, Inc., United Dominion Realty Trust I, Union Pacific Corp., United Technologies Corp., Walgreen Co., Wyeth, Raymond James Financial Inc., Platinum Underwriters Holdings, Children's Place Retail Stores, Altria Group Inc., Montpelier Re Holdings Ltd., Micron Technology Inc., Men's Wearhouse Inc., Novartis AG, Pfizer Inc., Oracle Corp., Occidental Petroleum Corp., Southern Peru Copper Corp., Phelps Dodge Corp. during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, CAPITAL GROWTH MANAGEMENT LP. Ken Heebner owns 93 stocks with a total value of $6.4 billion. These are the details of the buys and sells.
New Purchases: AG, AGN, AL, ALB, AMB, APH, BAC, C, CBG, COH, COP, CSCO, DE, FLR, GOL, HLX, HYDL, LFL, LVS, MA, MBT, MIDD, OIS, PCP, POT, RIO, RTI, RYAAY, TIE, TXT, WFT, WLL, XTO,
Added Positions: BA, BHI, BSC, EPR, EV, HXM, JCP, JPM, MCD, NKE, RIG, SKT,
Reduced Positions: AMX, CMI, CNQ, DRH, MPG, PBR, RNR, SU, T, TS, WTSLA,
Sold Out: AGE, AMD, AXS, BEN, BPO, CEO, CS, CUP, CVS, CVX, DLR, DNA, DNR, DVN, E, ENH, FCH, FCX, FDX, HPQ, IPCR, KR, LLY, LM, MAC, MO, MRH, MU, MW, NVS, ORCL, OXY, PCU, PD, PFE, PLCE, PTP, RJF, RTP, SHO, SNY, SSCC, TROW, UDR, UNP, UTX, WAG, WYE, YSI,
