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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: 2021-05-13) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
Bank of America Corporation    (Common Stocks) BAC 39,077,000 1,010,000 3.56%
JPMorgan Chase & Co.    (Common Stocks) JPM 36,231,000 238,000 3.30%
Tenet Healthcare Corporation    (Common Stocks) THC 35,360,000 680,000 3.22%
Citigroup Inc.    (Common Stocks) C 34,556,000 475,000 3.15%
OneMain Holdings, Inc.    (Common Stocks) OMF 34,381,000 640,000 3.13%
Stellantis N.V.    (Common Stocks) 32,912,000 1,850,000 3.00%
WestRock Company    (Common Stocks) WRK 32,792,000 630,000 2.99%
Best Buy Co., Inc.    (Common Stocks) BBY 32,147,000 280,000 2.93%
Avis Budget Group, Inc.    (Common Stocks) CAR 31,918,000 440,000 2.91%
FEDEX Corporation    (Common Stocks) FDX 29,824,000 105,000 2.72%
Vale S.A. ADR    (ADR) VALE 27,808,000 1,600,000 2.53%
Park Hotels & Resorts Inc.    (Common Stocks) 27,622,000 1,280,000 2.52%
Companhia Siderurgica Nacional ADR    (ADR) SID 27,269,000 4,070,000 2.49%
Polaris Industries Inc.    (Common Stocks) PII 26,700,000 200,000 2.43%
Sunstone Hotel Investors, Inc.    (Common Stocks) SHO 25,418,000 2,040,000 2.32%
Thor Industries, Inc.    (Common Stocks) THO 24,927,000 185,000 2.27%
Freeport-McMoRan Inc.    (Common Stocks) FCX 24,698,000 750,000 2.25%
Simon Property Group, Inc.    (Common Stocks) SPG 23,892,000 210,000 2.18%
Turquoise Hill Resources Ltd.    (Common Stocks) 23,781,000 1,478,000 2.17%
Gerdau S.A. ADR    (ADR) GGB 23,523,000 4,405,000 2.14%

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