MIG Capital as of Dec. 31, 2019
Portfolio Holdings for MIG Capital
MIG Capital holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Groupon | 7.4 | $68M | 28M | 2.39 | |
Cogent Communications (CCOI) | 7.4 | $67M | 1.0M | 65.81 | |
Grupo Televisa (TV) | 6.7 | $62M | 5.2M | 11.73 | |
Liberty Global Inc C | 5.9 | $54M | 2.5M | 21.80 | |
Norwegian Cruise Line Hldgs (NCLH) | 5.7 | $52M | 897k | 58.41 | |
Advanced Drain Sys Inc Del (WMS) | 5.7 | $52M | 1.3M | 38.84 | |
Guidewire Software (GWRE) | 5.3 | $49M | 445k | 109.77 | |
Electronic Arts (EA) | 5.3 | $49M | 451k | 107.51 | |
Ceridian Hcm Hldg (DAY) | 5.2 | $48M | 706k | 67.88 | |
Ball Corporation (BALL) | 5.2 | $47M | 732k | 64.67 | |
MasterCard Incorporated (MA) | 5.1 | $46M | 155k | 298.59 | |
Metropcs Communications (TMUS) | 4.7 | $43M | 549k | 78.42 | |
Bottomline Technologies | 4.4 | $40M | 749k | 53.60 | |
Liberty Latin America Ser C (LILAK) | 4.2 | $38M | 2.0M | 19.46 | |
Charles Schwab Corporation (SCHW) | 4.2 | $38M | 801k | 47.56 | |
Charter Communications Inc New Cl A cl a (CHTR) | 4.1 | $38M | 78k | 485.08 | |
Armstrong World Industries (AWI) | 3.9 | $36M | 383k | 93.97 | |
Alphabet Inc Class C cs (GOOG) | 3.9 | $36M | 27k | 1337.00 | |
Royal Caribbean Cruises (RCL) | 2.0 | $18M | 134k | 133.51 | |
Bill Com Holdings Ord (BILL) | 1.8 | $17M | 441k | 38.05 | |
Intelsat Sa | 1.3 | $12M | 1.7M | 7.03 | |
Globalstar (GSAT) | 0.4 | $3.9M | 7.4M | 0.52 |