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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: 2017-08-11) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
BANK OF AMERICA CORPORATION    (COMMON) BAC 180,009,000 7,420,000 8.23%
CITIGROUP INC    (COMMON) C 177,901,000 2,660,000 8.13%
VALE S A    (COMMON) VALE 168,875,000 19,300,000 7.72%
MORGAN STANLEY    (COMMON) MS 120,312,000 2,700,000 5.50%
COPA HOLDINGS SA    (COMMON) CPA 72,435,000 619,100 3.31%
MICRON TECHNOLOGY INC    (COMMON) MU 67,185,000 2,250,000 3.07%
BANCO BRADESCO S A    (COMMON) BBD 63,750,000 7,500,000 2.91%
WESTERN DIGITAL CORP    (COMMON) WDC 62,906,000 710,000 2.87%
ROYAL CARIBBEAN CRUISES LTD    (COMMON) RCL 61,933,000 567,000 2.83%
ALIBABA GROUP HLDG LTD    (COMMON) BABA 56,783,000 403,000 2.59%
ITAU UNIBANCO HOLDING S. A.    (COMMON) ITU 55,802,000 5,050,000 2.55%
LAM RESEARCH CORP    (COMMON) LRCX 51,198,000 362,000 2.34%
FREEPORT-MCMORAN INC.    (COMMON) FCX 50,562,000 4,210,000 2.31%
CONSTELLATION BRANDS INC    (COMMON) STZ 50,370,000 260,000 2.30%
PRUDENTIAL FINL INC    (COMMON) PRU 48,663,000 450,000 2.22%
THOR INDS INC    (COMMON) THO 47,034,000 450,000 2.15%
TOLL BROTHERS INC    (COMMON) TOL 45,832,000 1,160,000 2.09%
NVR INC    (COMMON) NVR 45,802,000 19,000 2.09%
LENNAR CORP    (CL A) LEN 45,322,000 850,000 2.07%
SOUTHERN COPPER CORP    (COMMON) PCU 45,019,000 1,300,000 2.05%

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