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 |