MIG Capital as of Sept. 30, 2013
Portfolio Holdings for MIG Capital
MIG Capital holds 23 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 14.9 | $33M | 522k | 63.64 | |
| Starbucks Corporation (SBUX) | 7.7 | $17M | 223k | 76.97 | |
| Apple (AAPL) | 5.7 | $13M | 27k | 476.77 | |
| Arch Cap Group Ord (ACGL) | 5.0 | $11M | 207k | 54.13 | |
| Interval Leisure | 4.8 | $11M | 454k | 23.63 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 4.7 | $10M | 374k | 27.95 | |
| Advent Software | 4.6 | $10M | 321k | 31.75 | |
| Pepsi (PEP) | 4.3 | $9.6M | 121k | 79.50 | |
| Liberty Interactive Corp Int Com Ser A | 4.2 | $9.4M | 402k | 23.47 | |
| Crown Castle International | 4.0 | $8.8M | 121k | 73.03 | |
| Coach | 3.9 | $8.7M | 160k | 54.53 | |
| Texas Roadhouse (TXRH) | 3.9 | $8.6M | 328k | 26.30 | |
| Black Diamond | 3.8 | $8.5M | 700k | 12.16 | |
| Microsoft Corporation (MSFT) | 3.8 | $8.4M | 253k | 33.28 | |
| PacWest Ban | 3.7 | $8.3M | 241k | 34.29 | |
| Rent-A-Center (UPBD) | 3.6 | $8.1M | 213k | 38.11 | |
| Tillys Cl A (TLYS) | 3.5 | $7.7M | 529k | 14.51 | |
| Charles Schwab Corporation (SCHW) | 3.4 | $7.5M | 353k | 21.14 | |
| Zix Corporation | 3.3 | $7.3M | 1.5M | 4.90 | |
| BB&T Corporation | 3.0 | $6.6M | 196k | 33.75 | |
| Arden Group Cl A (ARDNA) | 1.5 | $3.4M | 26k | 130.01 | |
| Monsanto Company | 1.3 | $3.0M | 29k | 104.36 | |
| Guess? (GES) | 1.1 | $2.5M | 85k | 29.85 |
