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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, 2000
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 10, 2000
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.
/s/ Robert L. Kemp
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Robert L. Kemp
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 89
Form 13F Information Table Value Total: $6,387,220
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>
ALCAN ALUMINIUM LTD NEW COMMON 013716105 85684 2961000 SH SOLE 2961000 0 0
ALCOA INC COMMON 013817101 119247 4711000 SH SOLE 4482600 0 228400
ALEXANDRIA REAL ESTATE E COMMON 015271109 20457 596200 SH SOLE 596200 0 0
AMERADA HESS CORP COMMON 023551104 48623 726400 SH SOLE 608700 0 117700
AMERICAN INTL GROUP INC COMMON 026874107 32500 339650 SH SOLE 264600 0 75050
ANADARKO PETE CORP COMMON 032511107 97733 1470550 SH SOLE 1330200 0 140350
APACHE CORP COMMON 037411105 62377 1055000 SH SOLE 1016300 0 38700
APARTMENT INVT & MGMT CO CL A 03748R101 268061 5819500 SH SOLE 5819500 0 0
ARACRUZ CELULOSE S A DEPOSITORY RECEI 038496204 53716 3243200 SH SOLE 3243200 0 0
ARCHSTONE CMNTYS TR SH BEN INT 039581103 24759 1008000 SH SOLE 1008000 0 0
ARCHSTONE CMNTYS TR PFD SER A CV 039581202 1376 41000 SH SOLE 41000 0 0
ASIA PULP & PAPER LTD DEPOSITORY RECEI 04516V100 2797 1598000 SH SOLE 1598000 0 0
ATMEL CORP COMMON 049513104 1689 111200 SH SOLE 0 0 111200
AVALONBAY CMNTYS INC COMMON 053484101 100525 2108000 SH SOLE 2108000 0 0
BRE PROPERTIES INC CL A 05564E106 28096 878000 SH SOLE 878000 0 0
BEDFORD PPTY INVS INC COM PAR $0.02 076446301 29250 1440000 SH SOLE 1440000 0 0
BOEING CO COMMON 097023105 311516 4944700 SH SOLE 4815800 0 128900
BOSTON PROPERTIES INC COMMON 101121101 224477 5228000 SH SOLE 5228000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 20645 1019500 SH SOLE 1019500 0 0
CARRAMERICA RLTY CORP COMMON 144418100 55963 1850000 SH SOLE 1850000 0 0
CHICOS FAS INC COMMON 168615102 1360 40000 SH SOLE 40000 0 0
CHRISTOPHER & BANKS CORP COMMON 171046105 3888 100000 SH SOLE 100000 0 0
CITIGROUP INC COMMON 172967101 11915 220400 SH SOLE 220400 0 0
COMPANHIA SIDERURGICA NA DEPOSITORY RECEI 20440W105 84902 2695300 SH SOLE 2695300 0 0
DEVON ENERGY CORP NEW COMMON 25179M103 27001 448900 SH SOLE 335400 0 113500
ENSCO INTL INC COMMON 26874Q100 26201 685000 SH SOLE 685000 0 0
EOG RES INC COMMON 26875P101 51657 1328800 SH SOLE 1328800 0 0
EL PASO ENERGY CORP DEL COMMON 283905107 220402 3576500 SH SOLE 3576500 0 0
ENTERGY CORP NEW COMMON 29364G103 8724 234200 SH SOLE 194200 0 40000
EQUITY OFFICE PROPERTIES COMMON 294741103 85733 2760000 SH SOLE 2760000 0 0
ESSEX PPTY TR INC COMMON 297178105 88434 1597000 SH SOLE 1597000 0 0
FELCOR LODGING TR INC PFD CV A $1.95 31430F200 1235 65000 SH SOLE 65000 0 0
GEORGIA PAC CORP COM GA PAC GRP 373298108 564 24000 SH SOLE 24000 0 0
GLOBAL MARINE INC COMMON 379352404 40709 1318500 SH SOLE 1104300 0 214200
GREAT LAKES REIT INC COMMON 390752103 6248 359600 SH SOLE 359600 0 0
HCA-HEALTHCARE CO COMMON 404119109 152918 4119000 SH SOLE 4119000 0 0
HALLIBURTON CO COMMON 406216101 41866 855500 SH SOLE 810500 0 45000
HARTFORD FINL SVCS GROUP COMMON 416515104 2553 35000 SH SOLE 35000 0 0
HERSHEY FOODS CORP COMMON 427866108 192414 3555000 SH SOLE 3555000 0 0
HOME PPTYS N Y INC COMMON 437306103 27186 910000 SH SOLE 910000 0 0
HOUSEHOLD INTL INC COMMON 441815107 25198 445000 SH SOLE 445000 0 0
INCO LTD COMMON 453258402 346610 21495200 SH SOLE 20915200 0 580000
INNKEEPERS USA TR COMMON 4576J0104 1691 165000 SH SOLE 165000 0 0
INTERNATIONAL GAME TECHN COMMON 459902102 1496 44500 SH SOLE 44500 0 0
ISLE OF CAPRI CASINOS IN COMMON 464592104 465 30000 SH SOLE 30000 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 17530 1159000 SH SOLE 1159000 0 0
LEGACY HOTELS REAL EST I UNITS 524919107 21933 3815000 SH SOLE 3815000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 25190 916000 SH SOLE 916000 0 0
LIBERTY PPTY LTD PARTNER SDEB 8.000 7/0 53117CAA0 2304 1700000 PRN SOLE 1700000 0 0
MGM MIRAGE COMMON 552953101 5995 157000 SH SOLE 157000 0 0
MACK CALI RLTY CORP COMMON 554489104 2819 100000 SH SOLE 100000 0 0
MERISTAR HOSPITALITY COR COMMON 58984Y103 17618 870000 SH SOLE 870000 0 0
MICRON TECHNOLOGY INC COMMON 595112103 71231 1548500 SH SOLE 1548500 0 0
MISSION WEST PPTYS INC COMMON 605203108 20417 1471500 SH SOLE 1471500 0 0
OCCIDENTAL PETE CORP DEL COMMON 674599105 6409 293800 SH SOLE 293800 0 0
OVERSEAS SHIPHOLDING GRO COMMON 690368105 2595 94800 SH SOLE 94800 0 0
OXFORD HEALTH PLANS INC COMMON 691471106 1322 43000 SH SOLE 43000 0 0
PECO ENERGY CO COMMON 693304107 49395 815600 SH SOLE 777600 0 38000
PETROLEO BRASILEIRO SA P DEPOSITORY RECEI 71654V101 123658 4321000 SH SOLE 4321000 0 0
PETROLEO BRASILEIRO SA P DEPOSITORY RECEI 71654V408 212374 7064400 SH SOLE 6786400 0 278000
PHILIP MORRIS COS INC COMMON 718154107 340936 11581700 SH SOLE 11288000 0 293700
PHILLIPS PETE CO COMMON 718507106 287847 4587200 SH SOLE 4472700 0 114500
POHANG IRON & STL LTD DEPOSITORY RECEI 730450103 276479 14844500 SH SOLE 14423900 0 420600
PRENTISS PPTYS TR SH BEN INT 740706106 23865 913500 SH SOLE 913500 0 0
RECKSON ASSOCS RLTY CORP COMMON 75621K106 16830 660000 SH SOLE 660000 0 0
REEBOK INTL LTD COMMON 758110100 13169 700000 SH SOLE 700000 0 0
SL GREEN RLTY CORP COMMON 78440X101 36734 1309000 SH SOLE 1309000 0 0
SMITH CHARLES E RESDNTL COMMON 832197107 4311 95000 SH SOLE 95000 0 0
SPIEKER PPTYS INC COMMON 848497103 230083 3997100 SH SOLE 3997100 0 0
SWIFT ENERGY CO COMMON 870738101 2909 70000 SH SOLE 70000 0 0
TELEFONOS DE MEXICO S A DEPOSITORY RECEI 879403780 6361 119600 SH SOLE 0 0 119600
TENET HEALTHCARE CORP COMMON 88033G100 36961 1016100 SH SOLE 787200 0 228900
TERADYNE INC COMMON 880770102 725 20700 SH SOLE 0 0 20700
TIMBERLAND CO CL A 887100105 3280 80000 SH SOLE 80000 0 0
TOSCO CORP COM NEW 891490302 15288 490200 SH SOLE 244500 0 245700
TOTAL FINA ELF S A DEPOSITORY RECEI 89151E109 307343 4185100 SH SOLE 4057100 0 128000
TRIGON HEALTHCARE INC COMMON 89618L100 2844 54100 SH SOLE 54100 0 0
TUBOS DE ACERO DE MEXICO DEPOSITORY RECEI 898592506 56890 3396400 SH SOLE 3223900 0 172500
UNITEDHEALTH GROUP INC COMMON 91324P102 405112 4102400 SH SOLE 3997500 0 104900
UNIVERSAL HLTH SVCS INC CL B 913903100 2740 32000 SH SOLE 32000 0 0
VALERO ENERGY CORP NEW COMMON 91913Y100 13765 391200 SH SOLE 304200 0 87000
VORNADO RLTY TR SH BEN INT 929042109 52272 1408000 SH SOLE 1408000 0 0
VORNADO RLTY TR PFD CONV SER A 929042208 2040 39000 SH SOLE 39000 0 0
WELLPOINT HEALTH NETWORK COMMON 94973H108 181978 1895600 SH SOLE 1869600 0 26000
ACE LTD ORD G0070K103 41409 1055000 SH SOLE 1055000 0 0
RENAISSANCE RE HLDGS LTD COMMON G7496G103 12404 194000 SH SOLE 169000 0 25000
TRANSOCEAN SEDCO FOREX I ORD G90078109 216033 3685000 SH SOLE 3685000 0 0
XL CAP LTD CL A G98255105 170741 2323000 SH SOLE 2323000 0 0
TEEKAY SHIPPING MARSHALL COMMON Y8564W103 4224 90000 SH SOLE 90000 0 0
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