MIG Capital as of Dec. 31, 2012
Portfolio Holdings for MIG Capital
MIG Capital holds 27 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 10.3 | $20M | 525k | 38.90 | |
| Tempur-Pedic International (TPX) | 6.4 | $13M | 405k | 31.49 | |
| Echostar Corporation (SATS) | 4.9 | $9.7M | 285k | 34.22 | |
| Arch Capital Group (ACGL) | 4.6 | $9.1M | 207k | 44.02 | |
| Sotheby's | 4.5 | $8.9M | 265k | 33.62 | |
| Apple (AAPL) | 4.2 | $8.4M | 16k | 532.15 | |
| Pepsi (PEP) | 4.2 | $8.3M | 121k | 68.43 | |
| Starbucks Corporation (SBUX) | 4.0 | $8.0M | 148k | 53.63 | |
| Interval Leisure | 4.0 | $7.9M | 408k | 19.39 | |
| Liberty Media | 4.0 | $7.9M | 402k | 19.68 | |
| Grupo Televisa (TV) | 3.9 | $7.7M | 290k | 26.58 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $7.4M | 513k | 14.36 | |
| Rent-A-Center (UPBD) | 3.7 | $7.3M | 213k | 34.36 | |
| Jack in the Box (JACK) | 3.6 | $7.1M | 248k | 28.60 | |
| Tillys (TLYS) | 3.5 | $7.1M | 523k | 13.49 | |
| Coach | 3.5 | $6.9M | 124k | 55.51 | |
| Advent Software | 3.5 | $6.9M | 321k | 21.38 | |
| Zix Corporation | 3.4 | $6.8M | 2.5M | 2.79 | |
| Black Diamond | 2.9 | $5.8M | 702k | 8.20 | |
| Guess? (GES) | 2.8 | $5.5M | 225k | 24.54 | |
| Texas Roadhouse (TXRH) | 2.8 | $5.5M | 328k | 16.80 | |
| Arden (ARDNA) | 2.5 | $5.0M | 55k | 89.96 | |
| WMS Industries | 2.5 | $4.9M | 283k | 17.50 | |
| BB&T Corporation | 2.4 | $4.8M | 167k | 29.11 | |
| PacWest Ban | 2.4 | $4.7M | 191k | 24.77 | |
| LaSalle Hotel Properties | 1.1 | $2.1M | 82k | 25.39 | |
| Sealy Corporation | 1.0 | $1.9M | 881k | 2.17 |
