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Ken Heebner is the co-founder of CAPITAL GROWTH MANAGEMENT LP.Today he manages $6.6 billion, most of it in four CGM mutual funds: his flagship Capital Development (now closed to new investors), Focus, Realty, and Mutual, which holds a mix of stocks and bonds. Realty has the best three-year, five-year, and 10-year returns in its Morningstar peer group. Focus has returned 30.5 percent annually over the past three years. And while Legg Mason's Bill Miller may be the fund world's brightest star, Heebner's Capital Development fund has actually outpaced Miller's Value fund since the latter debuted in 1982. Going back further, in the 30 years since Heebner took over the fund in 1976, Capital Development has trounced the S&P 500, gaining an average of 17.2 percent a year, vs. 12.8 percent for the index.
Ken Heebner Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-08) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
BANCO BRADESCO S A    (COMMON) BBD 107,953,000 13,262,000 8.26%
PETROLEO BRASILEIRO SA PE    (COMMON) PBR 92,897,000 6,420,000 7.11%
D R HORTON INC    (COMMON) DHI 76,957,000 1,460,000 5.89%
MERITAGE HOME CORP.    (COMMON) MTH 73,164,000 1,040,000 5.60%
ITAU UNIBANCO HOLDING S. A.    (COMMON) ITU 67,238,000 7,995,000 5.14%
TAYLOR MORRISON HOME CORP    (COMMON) TMHC 51,491,000 1,985,000 3.94%
BANCO SANTANDER BRASIL S A    (COMMON) BSBR 45,030,000 4,135,000 3.44%
NORTHROP GRUMMAN CORP    (COMMON) NOC 43,476,000 116,000 3.32%
LOCKHEED MARTIN CORP    (COMMON) LMT 43,297,000 111,000 3.31%
LITHIA MTRS INC    (COMMON) LAD 40,111,000 303,000 3.07%
AMERICAN TOWER CORP NEW    (COMMON) AMT 38,698,000 175,000 2.96%
AMBEV SA    (COMMON) ABEV 38,577,000 8,350,000 2.95%
CROWN CASTLE INTL CORP    (COMMON) CCI 38,228,000 275,000 2.92%
AMERICOLD RLTY TRUST    (COMMON) 36,699,000 990,000 2.81%
INVITATION HOMES INC    (COMMON) 36,124,000 1,220,000 2.76%
TYSON FOODS INC    (COMMON) TSN 34,456,000 400,000 2.63%
Corecivic Inc.    (COMMON) 33,782,000 1,955,000 2.58%
GEO GROUP INC NEW    (COMMON) GEO 33,154,000 1,912,000 2.53%
ALEXANDRIA REAL ESTATE EQUITY    (COMMON) ARE 33,119,000 215,000 2.53%
INNOVATIVE INDL PPTYS INC    (COMMON) 32,791,000 355,000 2.51%

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