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 |
