Ken Heebner

Ken Heebner

Last Update: 05-15-2018

Number of Stocks: 47
Number of New Stocks: 20

Total Value: $2,253 Mil
Q/Q Turnover: 35%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ken Heebner' s Profile & Performance

Profile

Ken Heebner is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management.

Web Page:http://www.cgmfunds.com/

Investing Philosophy

Heebner is a growth oriented investor. He has a history of making bold and swift sector calls. Mr. Heebner is fiercely independent, and is not afraid to make large bets based on his convictions.

Total Holding History

Performance of CGM Focus Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201724.8221.713.1
20169.0311.99-3.0
2015-4.111.24-5.4
3-Year Cumulative30.5 (9.3%/year)38 (11.3%/year)-7.5 (-2%/year)
20141.3913.47-12.1
201337.6132.35.3
5-Year Cumulative82.1 (12.7%/year)107.2 (15.7%/year)-25.1 (-3%/year)
201214.2315.99-1.8
2011-26.291.9-28.2
201016.9415.051.9
200910.4226.35-15.9
2008-48.18-36.79-11.4
10-Year Cumulative2.6 (0.3%/year)125 (8.4%/year)-122.4 (-8.1%/year)
200779.975.1474.8
200614.9215.85-0.9
200525.294.8320.5
200412.4110.71.7
200366.4628.1938.3
15-Year Cumulative397.4 (11.3%/year)307.7 (9.8%/year)89.7 (1.5%/year)
2002-17.79-21.583.8
200147.65-11.7659.4
200053.93-9.7563.7
19998.4520.4-11.9
19983.5228.7-25.2
20-Year Cumulative943.3 (12.4%/year)294.5 (7.1%/year)648.8 (5.3%/year)

Top Ranked Articles

What a Difference a Decade Makes Ken Heebner wowed the crowds with his extreme capital gains in the years leading up to the financial crisis. Since then, it’s been a struggle to impress anyone
Skechers Slips Despite Strong 1st-Quarter Sales Growth Company discloses weaker earnings guidance for the upcoming quarter
Skechers USA Inc. (NYSE:SKX), a major footwear company, said first-quarter sales reached a record $1.25 billion. Despite strong sales growth, the company disclosed it expects lower sales and earnings for the upcoming quarter. Read more...
Ken Heebner’s Capital Growth Management Discloses Top 6 New Positions for 4th Quarter Top buys include Skechers and Best Buy
On Friday, Ken Heebner (Trades, Portfolio)’s Capital Growth Management (CGM) disclosed 22 new buys for fourth-quarter 2017 among three portfolios: CGM Mutual Fund (LOMMX), CGM Focus Fund (CGMFX) and CGM Realty Fund (CGMRX). Read more...
With New Tariffs on Steel and Aluminum, Andreas Halvorsen Takes a Gamble With United States Steel Guru established position before tariffs were proposed
After President Trump imposed tariffs on imported steel and aluminum last Thursday, guru investor Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors disclosed a 5.5% stake in United States Steel Corp. (NYSE:X) on Friday. Read more...
Ken Heebner Goes 3-for-3 in 2nd Quarter Guru reports quarterly portfolio
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, invested in three companies during the second quarter: Copa Holdings SA (NYSE:CPA), Royal Caribbean Cruises Ltd. (NYSE:RCL) and Alibaba Group Holding Ltd. (NYSE:BABA). The guru also axed his positions in Goldman Sachs Group Inc. (NYSE:GS), NVIDIA Corp. (NASDAQ:NVDA) and Teradyne Inc. (NYSE:TER). Read more...
» More Ken Heebner Articles

Commentaries and Stories

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Ken Fisher Plunges Into Metals and Mining Industry in 2nd Quarter Guru establishes four new positions, including BHP Billiton and Rio Tinto Ken Fisher, Ken Heebner, Steven Cohen - Ken Fisher Plunges Into Metals And Mining Industry In 2nd Quarter
Ken Fisher (Trades, Portfolio), chief investment officer of Fisher Investments, disclosed on Monday that he initiated four new positions in the metals and mining industry: BHP Billiton Ltd. (NYSE:BHP), BHP Billiton PLC (NYSE:BBL), Freeport-McMoRan Inc. (NYSE:FCX) and Rio Tinto PLC (NYSE:RIO). More...

KEN FISHER, KEN HEEBNER, STEVEN COHEN, METALS AND MINING


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Ken Heebner Exits Skechers, Best Buy, Lennar Guru's largest sales of the 1st quarter Ken Heebner - Ken Heebner Exits Skechers, Best Buy, Lennar
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, sold shares of the following stocks during the first quarter. More...

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Ken Heebner Piles Into JPMorgan, Hotels in 1st Quarter Concentrated wagerer bolsters financials and oil Ken Heebner - Ken Heebner Piles Into JPMorgan, Hotels In 1st Quarter
One of the mightiest investors of the ‘90s, Ken Heebner (Trades, Portfolio), saw potential in financial services, energy and some consumer cyclical stocks in the first quarter this year. More...

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Rating: 5.0/5 (2 votes)

Skechers Slips Despite Strong 1st-Quarter Sales Growth Company discloses weaker earnings guidance for the upcoming quarter Ken Heebner - Skechers Slips Despite Strong 1st-Quarter Sales Growth
Skechers USA Inc. (NYSE:SKX), a major footwear company, said first-quarter sales reached a record $1.25 billion. Despite strong sales growth, the company disclosed it expects lower sales and earnings for the upcoming quarter. More...

KEN HEEBNER


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Ken Heebner Exits NVR, Micron Technology Guru's largest sales of the 4th quarter Ken Heebner - Ken Heebner Exits NVR, Micron Technology
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, sold shares of the following stocks in the fourth quarter. More...

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With New Tariffs on Steel and Aluminum, Andreas Halvorsen Takes a Gamble With United States Steel Guru established position before tariffs were proposed Andreas Halvorsen,Ken Heebner - With New Tariffs On Steel And Aluminum, Andreas Halvorsen Takes A Gamble With United States Steel
After President Trump imposed tariffs on imported steel and aluminum last Thursday, guru investor Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors disclosed a 5.5% stake in United States Steel Corp. (NYSE:X) on Friday. More...

ANDREAS, HALVORSEN, VIKING GLOBAL, TARIFFS, STEEL, ALUMINUM, US STEEL


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Ken Heebner's CGM Focus Fund 4th Quarter Commentary Overview of markets and holdings Ken Heebner - Ken Heebner's CGM Focus Fund 4th Quarter Commentary
CGM Mutual Fund increased 5.9% during the fourth quarter of 2017, compared to the Standard and Poor’s 500 Index (S&P 500 Index) which increased 6.6% and the ICE BofAML US Corporate Government & Mortgage Index which returned 0.4% over the same period. For the twelve months ended December 31, 2017, CGM Mutual Fund returned 17.1%, the S&P 500 Index returned 21.8% and the ICE BofAML US Corporate Government & Mortgage Index returned 3.6%. More...

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Ken Heebner’s Capital Growth Management Discloses Top 6 New Positions for 4th Quarter Top buys include Skechers and Best Buy Ken Heebner - Ken Heebner’s Capital Growth Management Discloses Top 6 New Positions For 4th Quarter
On Friday, Ken Heebner (Trades, Portfolio)’s Capital Growth Management (CGM) disclosed 22 new buys for fourth-quarter 2017 among three portfolios: CGM Mutual Fund (LOMMX), CGM Focus Fund (CGMFX) and CGM Realty Fund (CGMRX). More...

KEN HEEBNER


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Ken Heebner Exits Alibaba, NetEase, Ferrari The guru’s largest 3rd quarter sales Ken Heebner - Ken Heebner Exits Alibaba, NetEase, Ferrari
Co-founder of Capital Growth Management Ken Heebner (Trades, Portfolio) runs the CGM Focus Fund. He is well known for placing targeted bets and alternate stellar returns and deep losses for investors. During the third quarter the guru sold shares in the following stocks. More...

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Ken Heebner Buys 5 Basic Materials Stocks in 3rd Quarter Guru releases quarterly portfolio Ken Heebner,David Einhorn,Mario Gabelli,Charles Br - Ken Heebner Buys 5 Basic Materials Stocks In 3rd Quarter
Capital Growth Management co-founder Ken Heebner (Trades, Portfolio) initiated 21 new positions in the third quarter. Among these, he invested in five basic materials stocks: The Chemours Co. (NYSE:CC), POSCO (NYSE:PKX), Anglo American PLC (NGLOY), Builders FirstSource Inc. (NASDAQ:BLDR) and Norbord Inc. (NYSE:OSB). More...

HEEBNER, BUYS, GROWTH, BASIC MATERIALS, 3Q


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6 Stocks Trading Below Peter Lynch Value Applied Materials, Morgan Stanley among companies with wide margins of safety and strong performances Andreas Halvorsen, Ken Heebner, Ken Fisher, Ruane  - 6 Stocks Trading Below Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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6 Undervalued Stocks Based on the Peter Lynch Value Companies have wide margins of safety and strong performances Andreas Halvorsen, Ken Heebner, Ken Fisher, Ruane  - 6 Undervalued Stocks Based On The Peter Lynch Value
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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What a Difference a Decade Makes Ken Heebner wowed the crowds with his extreme capital gains in the years leading up to the financial crisis. Since then, it’s been a struggle to impress anyone Ken Heebner - What A Difference A Decade Makes
More...

GURUS, KEN HEEBNER, CAPITAL GROWTH MANAGEMENT, TECH STOCKS, INTERNET STOCKS, TECH BUBBLE, HOMEBUILDING BUBBLE, CGM FOCUS FUND, LONG-TERM, CAPITAL APPRECIATION, MANAGEMENT STYLE, CONTRARIAN, MACRO ANA


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Ken Heebner Goes 3-for-3 in 2nd Quarter Guru reports quarterly portfolio Ken Heebner,Daniel Loeb,Ken Fisher,Matthews China  - Ken Heebner Goes 3-for-3 In 2nd Quarter
Ken Heebner (Trades, Portfolio), co-founder of Capital Growth Management, invested in three companies during the second quarter: Copa Holdings SA (NYSE:CPA), Royal Caribbean Cruises Ltd. (NYSE:RCL) and Alibaba Group Holding Ltd. (NYSE:BABA). The guru also axed his positions in Goldman Sachs Group Inc. (NYSE:GS), NVIDIA Corp. (NASDAQ:NVDA) and Teradyne Inc. (NYSE:TER). More...

KEN HEEBNER, DANIEL LOEB, KEN FISHER, MATTHEWS CHINA FUND


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Peter Lynch Value to Find Undervalued Stocks Companies have wide margins of safety and strong performances Ken Heebner,Donald Smith,Ron Baron,Ruane Cunniff,D - Peter Lynch Value To Find Undervalued Stocks
According to the GuruFocus All-In-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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Growing EPS for Synnex, Gentex, Axis Capital DCF gives a wide margin of safety Jim Simons,Ken Heebner,Jeremy Grantham,Paul Tudor  - Growing EPS For Synnex, Gentex, Axis Capital
Companies with growing earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following are undervalued companies that have grown EPS over a five-year period. More...

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Toll Brothers Boosts Contract Revenue in Fiscal 2nd Quarter Homebuilder reports 11th consecutive quarter of year-over-year growth in contract dollars and units Ken Heebner,Paul Tudor Jones - Toll Brothers Boosts Contract Revenue In Fiscal 2nd Quarter
Toll Brothers Inc. (NYSE:TOL), one of the largest luxury homebuilders in the U.S., said second-quarter contract revenues increased year over year for the 11th consecutive quarter on the continued strength of the company brand and home-customization program. More...

KEN HEEBNER, PAUL TUDOR JONES


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Ken Heebner's CGM Mutual Fund 4th Quarter Commentary Discussion of quarter and holdings Ken Heebner - Ken Heebner's CGM Mutual Fund 4th Quarter Commentary
To Our Shareholders: More...

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Ken Heebner's CGM Funds Share New 4th Quarter Stock Positions All of Heebner's top picks have gained from their average price Ken Heebner - Ken Heebner's CGM Funds Share New 4th Quarter Stock Positions
Ken Heebner (Trades, Portfolio)’s high-turnover Capital Growth Management bought 21 new stocks in the fourth quarter, it reported this week. More...

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Some of the Best-Performing Stocks Stocks that beat the S&P 500 over the past 12 months Jim Simons,Ken Heebner,Paul Tudor Jones,David Einh - Some Of The Best-Performing Stocks
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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