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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 1999
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Capital Growth Management L.P.
Address: One International Place
Boston, MA 02110
13F File Number: 28-2723
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this report on Behalf of Reporting Manager:
Name: Robert L. Kemp
Title: President, Kenbob, Inc., General Partner
Phone: 617-737-3225
Signature, Place, and Date of Signing:
Robert L. Kemp Boston, Massachusetts November 9, 1999
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 85
Form 13F Information Table Value Total: $7,021,296
List of Other Included Managers: NONE
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ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AFLAC INC COMMON 001055102 220304 5261000 SH SOLE 5261000 0 0
ALCOA INC COMMON 013817101 387717 6247200 SH SOLE 5585900 0 661300
ALEXANDRIA REAL ESTATE E COMMON 015271109 37286 1266600 SH SOLE 712400 0 554200
ANHEUSER BUSCH COS INC COMMON 035229103 299685 4277400 SH SOLE 3744200 0 533200
APARTMENT INVT & MGMT CO CL A 03748R101 237035 6197000 SH SOLE 5677000 0 520000
APPLE COMPUTER INC COMMON 037833100 101901 1609500 SH SOLE 1609500 0 0
APPLIED MATLS INC COMMON 038222105 378929 4877600 SH SOLE 4252100 0 625500
ARACRUZ CELULOSE S A DEPOSITORY RECEI 038496204 37679 1805000 SH SOLE 1805000 0 0
ASIA PULP & PAPER LTD DEPOSITORY RECEI 04516V100 66576 11332000 SH SOLE 11332000 0 0
ASIA PULP & PAPER LTD *W EXP 7/27/200 04516V100 5560 946400 SH SOLE 946400 0 0
ATMEL CORP COMMON 049513104 86668 2563200 SH SOLE 1520700 0 1042500
BJ SVCS CO COMMON 055482103 18849 592500 SH SOLE 321500 0 271000
BEDFORD PPTY INVS INC COM PAR $0.02 076446301 18120 1073800 SH SOLE 1073800 0 0
BEL FUSE INC CL A 077347201 4499 130400 SH SOLE 130400 0 0
BEST BUY INC COMMON 086516101 7663 123600 SH SOLE 0 0 123600
BOSTON PROPERTIES INC COMMON 101121101 203381 6627500 SH SOLE 6110500 0 517000
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 21483 1322000 SH SOLE 1322000 0 0
BRITISH STL PLC DEPOSITORY RECEI 111015301 57034 2214900 SH SOLE 1049600 0 1165300
CANANDAIGUA BRANDS INC CL A 137219200 34356 575000 SH SOLE 575000 0 0
CATO CORP NEW CL A 149205106 1198 85000 SH SOLE 85000 0 0
CHELSEA GCA RLTY INC COMMON 163262108 16319 516000 SH SOLE 516000 0 0
COMPANHIA SIDERURGICA NA DEPOSITORY RECEI 20440W105 93730 3640000 SH SOLE 3640000 0 0
COMPUTER SCIENCES CORP COMMON 205363104 107930 1535000 SH SOLE 1535000 0 0
CROWN AMERN RLTY TR SH BEN INT 228186102 6479 1006400 SH SOLE 1006400 0 0
DIGITAL INSIGHT CORP COMMON 25385P106 64 2000 SH SOLE 2000 0 0
ENTERTAINMENT PPTYS TR COM SH BEN INT 29380T105 9414 643700 SH SOLE 643700 0 0
FELCOR LOG TR INC PFD CV A $1.95 31430F200 1085 65000 SH SOLE 65000 0 0
FIRST YRS INC COMMON 337610109 1825 178000 SH SOLE 178000 0 0
GENERAL GROWTH PPTYS INC COMMON 370021107 128772 4088000 SH SOLE 4088000 0 0
GLENBOROUGH RLTY TR INC COMMON 37803P105 18401 1115200 SH SOLE 1115200 0 0
GOLDEN WEST FINL CORP DE COMMON 381317106 5299 53900 SH SOLE 0 0 53900
GUCCI GROUP N V ADR DEPOSITORY RECEI 401566104 88852 1064100 SH SOLE 611000 0 453100
HALLIBURTON CO COMMON 406216101 120704 2944000 SH SOLE 2944000 0 0
HOME PPTYS N Y INC COMMON 437306103 48187 1805600 SH SOLE 1805600 0 0
HOT TOPIC INC COMMON 441339108 3161 116000 SH SOLE 116000 0 0
INCO LTD COMMON 453258402 274692 12851100 SH SOLE 11034100 0 1817000
INTEL CORP COMMON 458140100 202583 2726100 SH SOLE 2726100 0 0
INTERNATIONAL BUSINESS M COMMON 459200101 188300 1556200 SH SOLE 1556200 0 0
INTERTAN INC COMMON 461120107 4259 217000 SH SOLE 217000 0 0
ISLE OF CAPRI CASINOS IN COMMON 464592104 4087 408700 SH SOLE 233700 0 175000
ISPAT INTL N V DEPOSITORY RECEI 464899103 4222 404500 SH SOLE 404500 0 0
JABIL CIRCUIT INC COMMON 466313103 302 6100 SH SOLE 6100 0 0
K-SWISS INC CL A 482686102 6597 209000 SH SOLE 209000 0 0
KONINKLIJKE PHILIPS ELEC DEPOSITORY RECEI 500472204 406719 4026916 SH SOLE 3564296 0 462620
LAM RESH CORP COMMON 512807108 29860 489500 SH SOLE 448500 0 41000
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 15745 1217000 SH SOLE 1217000 0 0
LEXMARK INTL GROUP INC CL A 529771107 62210 772800 SH SOLE 318000 0 454800
LIBERTY PPTY LTD PARTNER SDEB 8.000 7/0 53117CAA0 1921 1700000 PRN SOLE 1700000 0 0
MANDALAY RESORT GROUP MANDALAY 562567107 1428 72300 SH SOLE 72300 0 0
MAVERICK TUBE CORP COMMON 577914104 333 20000 SH SOLE 20000 0 0
MCDONALDS CORP COMMON 580135101 115564 2672000 SH SOLE 2672000 0 0
MERISTAR HOSPITALITY COR COMMON 58984Y103 12937 841425 SH SOLE 841425 0 0
MICRON TECHNOLOGY INC COMMON 595112103 406275 6109400 SH SOLE 5477600 0 631800
MIRAGE RESORTS INC COMMON 60462E104 118699 8478500 SH SOLE 8478500 0 0
MISSION WEST PPTYS INC COMMON 605203108 3038 360000 SH SOLE 360000 0 0
MONACO COACH CORP COMMON 60886R103 5582 229000 SH SOLE 229000 0 0
OUTBACK STEAKHOUSE INC COMMON 689899102 12624 495650 SH SOLE 295700 0 199950
PACIFULF PPTYS INC COMMON 694396102 17906 898098 SH SOLE 898098 0 0
PACIFIC GULF PPTYS INC SDCV 8.375 2/1 694396AA0 927 850000 PRN SOLE 850000 0 0
PARK ELECTROCHEMICAL COR COMMON 700416209 690 21000 SH SOLE 21000 0 0
PARK PL ENTMT CORP COMMON 700690100 22438 1795000 SH SOLE 1795000 0
PARKWAY PPTYS INC COMMON 70159Q104 12120 375800 SH SOLE 375800 0 0
PHELPS DODGE CORP COMMON 717265102 22025 400000 SH SOLE 400000 0 0
PHILIPS INTL RLTY CORP COMMON 718333107 12049 765000 SH SOLE 765000 0 0
POHANG IRON & STL LTD DEPOSITORY RECEI 730450103 378562 12089800 SH SOLE 10890200 0 1199600
PRECISION DRILLING CORP COMMON 74022D100 16621 716800 SH SOLE 716800 0 0
PRENTISS PPTYS TR SH BEN INT 740706106 20479 923000 SH SOLE 923000 0 0
PRIME GROUP REALTY TRUST SH BEN INT 74158J103 32837 2189100 SH SOLE 2189100 0 0
SL GREEN RLTY CORP COMMON 78440X101 30197 1473000 SH SOLE 1473000 0 0
SALTON INC COMMON 795757103 4557 147000 SH SOLE 147000 0 0
SAUCONY INC CL B 804120202 2481 157500 SH SOLE 157500 0 0
SPIEKER PPTYS INC COMMON 848497103 46651 1344900 SH SOLE 1344900 0 0
THQ INC COM NEW 872443403 444 10300 SH SOLE 10300 0 0
TERADYNE INC COMMON 880770102 120566 3420300 SH SOLE 2727200 0 693100
TEREX CORP NEW COMMON 880779103 3386 107500 SH SOLE 107500 0 0
TEXAS INSTRS INC COMMON 882508104 619120 7527300 SH SOLE 6733900 0 793400
TIFFANY & CO NEW COMMON 886547108 124137 2071100 SH SOLE 1167000 0 904100
TOTAL FINA S A DEPOSITORY RECEI 89151E109 64782 1021200 SH SOLE 402400 0 618800
TRICON GLOBAL RESTAURANT COMMON 895953107 236995 5789200 SH SOLE 5789200 0 0
TRIZEC HAHN CORP SUB VTG 896938107 47272 2496200 SH SOLE 1150000 0 1346200
TUBOS DE ACERO DE MEX DEPORY RECEI 898592506 29400 2400000 SH SOLE 2400000 0 0
VOLKSWAGEN AG DEPOSITORY RECEI 928662303 247070 22222500 SH SOLE 22222500 0 0
VORNADO RLTY TR SH BEN INT 929042109 147648 4543000 SH SOLE 4543000 0 0
VORNADO RLTY TR PFD CONV SER A 929042208 1823 39000 SH SOLE 39000 0 0
WINNEBAGO INDUSTRIES COMMON 974637100 3998 167000 SH SOLE 167000 0 0
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