MIG Capital as of Dec. 31, 2017
Portfolio Holdings for MIG Capital
MIG Capital holds 22 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sprint | 14.5 | $108M | 18M | 5.89 | |
| Copart (CPRT) | 7.4 | $55M | 1.3M | 43.19 | |
| Cogent Communications (CCOI) | 7.2 | $54M | 1.2M | 45.30 | |
| ViaSat (VSAT) | 6.8 | $50M | 672k | 74.85 | |
| Liberty Global Inc C | 6.5 | $48M | 1.4M | 33.84 | |
| Crown Castle Intl (CCI) | 5.8 | $44M | 392k | 111.01 | |
| DSW | 5.7 | $42M | 2.0M | 21.41 | |
| Groupon | 5.3 | $39M | 7.7M | 5.10 | |
| Chipotle Mexican Grill (CMG) | 5.1 | $38M | 132k | 289.03 | |
| Stewart Information Services Corporation (STC) | 4.7 | $35M | 818k | 42.30 | |
| Liberty Global | 4.3 | $32M | 1.6M | 19.89 | |
| Amazon (AMZN) | 4.1 | $30M | 26k | 1169.46 | |
| Armstrong World Industries (AWI) | 4.0 | $30M | 491k | 60.55 | |
| Ilg | 3.8 | $28M | 980k | 28.48 | |
| Alphabet Inc Class C cs (GOOG) | 3.6 | $27M | 26k | 1046.39 | |
| Netflix (NFLX) | 3.5 | $26M | 134k | 191.96 | |
| Norwegian Cruise Line Hldgs (NCLH) | 3.2 | $24M | 451k | 53.25 | |
| Royal Caribbean Cruises (RCL) | 3.2 | $24M | 200k | 119.28 | |
| Globalstar (GSAT) | 1.1 | $8.6M | 6.6M | 1.31 | |
| BJ's Restaurants (BJRI) | 0.3 | $2.1M | 59k | 36.40 | |
| Banco Santander (BSBR) | 0.0 | $118k | 12k | 9.70 | |
| Wipro (WIT) | 0.0 | $59k | 11k | 5.46 |
