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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: 2018-05-11) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
VALE S A    (COMMON) VALE 245,496,000 19,300,000 10.89%
BANK OF AMERICA CORPORATION    (COMMON) BAC 222,526,000 7,420,000 9.87%
MORGAN STANLEY    (COMMON) MS 146,232,000 2,710,000 6.48%
CITIGROUP INC    (COMMON) C 141,750,000 2,100,000 6.29%
TURQUOISE HILL RES LTD    (COMMON) TRQ 118,855,000 38,715,000 5.27%
PETROLEO BRASILEIRO SA PE    (COMMON) PBR 74,235,000 5,250,000 3.29%
CARNIVAL CORP    (COMMON) CCL 72,794,000 1,110,000 3.23%
ROYAL CARIBBEAN CRUISES LTD    (COMMON) RCL 72,410,000 615,000 3.21%
JP MORGAN CHASE & CO.    (COMMON) JPM 71,261,000 648,000 3.16%
UNITED RENTALS INC    (COMMON) URI 64,774,000 375,000 2.87%
SCHWAB CHARLES CORP NEW    (COMMON) SCHW 64,753,000 1,240,000 2.87%
PRUDENTIAL FINL INC    (COMMON) PRU 53,846,000 520,000 2.38%
DIAMONDBACK ENERGY INC    (COMMON) FANG 51,241,000 405,000 2.27%
WYNDHAM WORLDWIDE CORP    (COMMON) WYN 48,061,000 420,000 2.13%
MARRIOTT INTL INC NEW    (COMMON) MAR 46,233,000 340,000 2.05%
FREEPORT-MCMORAN COPPER & GOLD INC.    (COMMON) FCX 45,682,000 2,600,000 2.02%
HILTON WORLDWIDE HLDGS    (COMMON) 45,681,000 580,000 2.02%
WEYERHAEUSER CO    (COMMON) WY 45,500,000 1,300,000 2.01%
TECK RESOURCES LTD.    (COMMON) TCK 45,338,000 1,760,000 2.01%
NORWEGIAN CRUISE LINE HLD    (COMMON) NCLH 45,024,000 850,000 1.99%

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