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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: December 31, 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 February 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: 83
Form 13F Information Table Value Total: $7,903,614
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 207248 4392000 SH SOLE 4392000 0 0
APP FIN VI MAURITIUS LTD NOTE 11/1 00202NAA3 8660 49133000 PRN SOLE 49133000 0 0
ALCAN ALUMINIUM LTD NEW COMMON 013716105 246210 5950700 SH SOLE 5040200 0 910500
ALCOA INC COMMON 013817101 503503 6066300 SH SOLE 5546000 0 520300
ALEXANDRIA REAL ESTATE E COMMON 015271109 42237 1327700 SH SOLE 712400 0 615300
ANHEUSER BUSCH COS INC COMMON 035229103 309695 4369600 SH SOLE 3871100 0 498500
APARTMENT INVT & MGMT CO CL A 03748R101 254740 6398500 SH SOLE 5876000 0 522500
APPLE COMPUTER INC COMMON 037833100 298187 2900300 SH SOLE 2767200 0 133100
APPLIED MATLS INC COMMON 038222105 264460 2087500 SH SOLE 1868000 0 219500
ARACRUZ CELULOSE S A DEPOSITORY RECEI 038496204 87594 3336900 SH SOLE 3336900 0 0
ASIA PULP & PAPER LTD DEPOSITORY RECEI 04516V100 91208 11582000 SH SOLE 11582000 0 0
ASIA PULP & PAPER LTD *W EXP 7/27/200 04516V100 7453 946400 SOLE 946400 0 0
ATMEL CORP COMMON 049513104 131234 4439200 SH SOLE 2920400 0 1518800
BJ SVCS CO COMMON 055482103 54845 1311700 SH SOLE 680200 0 631500
BEDFORD PPTY INVS INC COM PAR $0.02 076446301 18540 1086600 SH SOLE 1086600 0 0
BEL FUSE INC CL A 077347201 3496 125400 SH SOLE 125400 0 0
BEL FUSE INC CL B 077347300 3026 126400 SH SOLE 126400 0 0
BEST BUY INC COMMON 086516101 6211 123600 SH SOLE 0 0 123600
BOSTON PROPERTIES INC COMMON 101121101 200414 6439000 SH SOLE 6082000 0 357000
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 17202 1050500 SH SOLE 1050500 0 0
CVS CORP COMMON 126650100 173177 4343000 SH SOLE 4343000 0 0
CANANDAIGUA BRANDS INC CL A 137219200 9180 180000 SH SOLE 180000 0 0
CHELSEA GCA RLTY INC COMMON 163262108 18177 611000 SH SOLE 611000 0 0
COMPANHIA SIDERURGICA NA DEPOSITORY RECEI 20440W105 138389 3765700 SH SOLE 3624500 0 141200
COMPUTER SCIENCES CORP COMMON 205363104 137490 1453000 SH SOLE 1453000 0 0
CORUS GROUP PLC DEPOSITORY RECEI 22087M101 76681 2963500 SH SOLE 1419800 0 1543700
CROWN AMERN RLTY TR SH BEN INT 228186102 5519 1003400 SH SOLE 1003400 0 0
DATARAM CORP COM PAR $1 238108203 2381 106100 SH SOLE 106100 0 0
DEERE & CO COMMON 244199105 113859 2625000 SH SOLE 2625000 0 0
ENTERTAINMENT PPTYS TR COM SH BEN INT 29380T105 10137 768700 SH SOLE 768700 0 0
FELCOR LODGING TR INC PFD CV A $1.95 31430F200 1008 65000 SH SOLE 65000 0 0
FLUOR CORP COMMON 343861100 39581 862800 SH SOLE 590800 0 272000
GENERAL GROWTH PPTYS INC COMMON 370021107 116844 4173000 SH SOLE 4173000 0 0
GEORGIA GULF CORP COM PAR $0.01 373200203 10495 344800 SH SOLE 344800 0 0
GLOBAL MARINE INC COMMON 379352404 1430 86000 SH SOLE 86000 0 0
GOLDEN WEST FINL CORP DE COMMON 381317106 5417 161700 SH SOLE 0 0 161700
GROVE PPTY TR SH BEN INT 399613108 861 65000 SH SOLE 65000 0 0
GUCCI GROUP N V ADR DEPOSITORY RECEI 401566104 63754 556800 SH SOLE 286000 0 270800
HERSHEY FOODS CORP COMMON 427866108 125093 2637000 SH SOLE 2637000 0 0
HOME PPTYS N Y INC COMMON 437306103 55715 2030600 SH SOLE 2030600 0 0
HOT TOPIC INC COMMON 441339108 5162 222000 SH SOLE 222000 0 0
INCO LTD COMMON 453258402 394443 16784800 SH SOLE 15262500 0 1522300
ISLE OF CAPRI CASINOS IN COMMON 464592104 3557 269700 SH SOLE 141700 0 128000
ISPAT INTL N V DEPOSITORY RECEI 464899103 6281 389500 SH SOLE 389500 0 0
KIMCO REALTY CORP COMMON 49446R109 6653 196400 SH SOLE 196400 0 0
KONINKLIJKE PHILIPS ELEC DEPOSITORY RECEI 500472204 500407 3706716 SH SOLE 3358296 0 348420
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 14516 1242000 SH SOLE 1242000 0 0
LEXMARK INTL GROUP INC CL A 529771107 104654 1156400 SH SOLE 746400 0 410000
LIBERTY PPTY TR SH BEN INT 531172104 13118 530000 SH SOLE 530000 0 0
LIBERTY PPTY LTD PARTNER SDEB 8.000 7/0 53117CAA0 2074 1700000 PRN SOLE 1700000 0 0
APP FINANCE VII SDCV 3.500 04/3 V03230AA3 14252 19795000 PRN SOLE 19795000 0 0
MANDALAY RESORT GROUP MANDALAY 562567107 1417 70400 SH SOLE 70400 0 0
MAVERICK TUBE CORP COMMON 577914104 20738 840000 SH SOLE 840000 0 0
MCDONALDS CORP COMMON 580135101 71333 1769500 SH SOLE 1769500 0 0
MEDIA 100 INC COMMON 58440W105 661 25000 SH SOLE 25000 0 0
MICRON TECHNOLOGY INC COMMON 595112103 435859 5605900 SH SOLE 5112100 0 493800
MIRAGE RESORTS INC COMMON 60462E104 173990 11503500 SH SOLE 11503500 0 0
MISSION WEST PPTYS INC COMMON 605203108 4030 520000 SH SOLE 520000 0 0
NATIONAL SEMICONDUCTOR C COMMON 637640103 44525 1040000 SH SOLE 885000 0 155000
NOKIA CORP DEPOSITORY RECEI 654902204 211468 1106800 SH SOLE 1106800 0 0
NOVELLUS SYS INC COMMON 670008101 38021 310300 SH SOLE 310300 0 0
PACIFIC GULF PPTYS INC COMMON 694396102 19921 983741 SH SOLE 983741 0 0
PARK PL ENTMT CORP COMMON 700690100 550 44000 SH SOLE 44000 0 0
PARKWAY PPTYS INC COMMON 70159Q104 11116 385800 SH SOLE 385800 0 0
PHILIPS INTL RLTY CORP COMMON 718333107 12575 765000 SH SOLE 765000 0 0
POHANG IRON & STL LTD DEPOSITORY RECEI 730450103 429429 12269400 SH SOLE 11235000 0 1034400
PRECISION DRILLING CORP COMMON 74022D100 6728 261900 SH SOLE 261900 0 0
PRENTISS PPTYS TR SH BEN INT 740706106 19334 904500 SH SOLE 904500 0 0
PRIME GROUP REALTY TRUST SH BEN INT 74158J103 21451 1412400 SH SOLE 1412400 0 0
SL GREEN RLTY CORP COMMON 78440X101 32038 1473000 SH SOLE 1473000 0 0
THQ INC COM NEW 872443403 2410 103950 SH SOLE 103950 0 0
TELECOMUNICACOES BRASILE DEPOSITORY RECEI 879287308 107764 837000 SH SOLE 837000 0 0
TELEFONOS DE MEXICO S A DEPOSITORY RECEI 879403780 352665 3134800 SH SOLE 2809500 0 325300
TERADYNE INC COMMON 880770102 189691 2874100 SH SOLE 2436300 0 437800
TEXAS INSTRS INC COMMON 882508104 133449 1381100 SH SOLE 1381100 0 0
TIFFANY & CO NEW COMMON 886547108 9327 104500 SH SOLE 3400 0 101100
TIMBERLAND CO CL A 887100105 3490 66000 SH SOLE 66000 0 0
TOSCO CORP COM NEW 891490302 51898 1908900 SH SOLE 1087900 0 821000
TOTAL FINA S A DEPOSITORY RECEI 89151E109 150875 2178700 SH SOLE 1667600 0 511100
TRICON GLOBAL RESTAURANT COMMON 895953107 225732 5844200 SH SOLE 5844200 0 0
TUBOS DE ACERO DE MEXICO DEPOSITORY RECEI 898592506 36687 2705000 SH SOLE 2705000 0 0
VORNADO RLTY TR SH BEN INT 929042109 156163 4805000 SH SOLE 4805000 0 0
VORNADO RLTY TR PFD CONV SER A 929042208 1818 39000 SH SOLE 39000 0 0
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