MIG Capital as of June 30, 2013
Portfolio Holdings for MIG Capital
MIG Capital holds 24 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 16.9 | $34M | 482k | 71.46 | |
| Advent Software | 5.5 | $11M | 321k | 35.06 | |
| Arch Cap Group Ord (ACGL) | 5.2 | $11M | 207k | 51.41 | |
| Apple (AAPL) | 5.2 | $11M | 27k | 396.54 | |
| Pepsi (PEP) | 4.8 | $9.9M | 121k | 81.79 | |
| Starbucks Corporation (SBUX) | 4.8 | $9.7M | 148k | 65.51 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 4.5 | $9.3M | 374k | 24.84 | |
| Liberty Interactive Corp Int Com Ser A | 4.5 | $9.2M | 402k | 23.01 | |
| Coach | 4.5 | $9.2M | 160k | 57.09 | |
| Interval Leisure | 4.4 | $9.0M | 454k | 19.92 | |
| Microsoft Corporation (MSFT) | 4.3 | $8.7M | 253k | 34.55 | |
| Tillys Cl A (TLYS) | 4.2 | $8.6M | 540k | 16.00 | |
| Texas Roadhouse (TXRH) | 4.0 | $8.2M | 328k | 25.02 | |
| Rent-A-Center (UPBD) | 3.9 | $8.0M | 213k | 37.55 | |
| Guess? (GES) | 3.9 | $8.0M | 257k | 31.03 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $7.5M | 353k | 21.23 | |
| Zix Corporation | 3.4 | $6.9M | 1.6M | 4.23 | |
| Black Diamond | 3.2 | $6.6M | 700k | 9.39 | |
| PacWest Ban | 2.9 | $5.9M | 191k | 30.65 | |
| BB&T Corporation | 2.7 | $5.6M | 165k | 33.88 | |
| Arden Group Cl A (ARDNA) | 2.0 | $4.0M | 37k | 110.40 | |
| Crown Castle International | 0.8 | $1.6M | 23k | 72.40 | |
| Jack in the Box (JACK) | 0.7 | $1.4M | 35k | 39.29 | |
| Synovus Financial | 0.0 | $31k | 11k | 2.88 |
