MIG Capital as of Dec. 31, 2013
Portfolio Holdings for MIG Capital
MIG Capital holds 22 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
ViaSat (VSAT) | 15.6 | $36M | 570k | 62.65 | |
Starbucks Corporation (SBUX) | 7.6 | $17M | 222k | 78.39 | |
Apple (AAPL) | 6.5 | $15M | 27k | 561.02 | |
Interval Leisure | 6.1 | $14M | 454k | 30.91 | |
Arch Capital Group (ACGL) | 5.4 | $12M | 207k | 59.69 | |
Liberty Media | 5.2 | $12M | 402k | 29.35 | |
Grupo Televisa (TV) | 4.9 | $11M | 374k | 30.26 | |
PacWest Ban | 4.5 | $10M | 241k | 42.22 | |
Pepsi (PEP) | 4.4 | $10M | 121k | 82.94 | |
Microsoft Corporation (MSFT) | 4.1 | $9.5M | 253k | 37.41 | |
Charles Schwab Corporation (SCHW) | 4.0 | $9.2M | 353k | 26.00 | |
Texas Roadhouse (TXRH) | 4.0 | $9.1M | 328k | 27.80 | |
Advent Software | 3.9 | $9.0M | 258k | 34.95 | |
Coach | 3.9 | $9.0M | 160k | 56.13 | |
Crown Castle International | 3.9 | $8.8M | 121k | 73.43 | |
Rent-A-Center (UPBD) | 3.8 | $8.6M | 259k | 33.34 | |
BB&T Corporation | 3.2 | $7.3M | 196k | 37.32 | |
Tillys (TLYS) | 2.6 | $5.9M | 514k | 11.45 | |
Zix Corporation | 2.4 | $5.6M | 1.2M | 4.56 | |
Hilton Worlwide Hldgs | 2.2 | $5.0M | 225k | 22.25 | |
Monsanto Company | 1.5 | $3.3M | 29k | 116.55 | |
Gogo (GOGO) | 0.3 | $745k | 30k | 24.83 |