MIG Capital as of March 31, 2018
Portfolio Holdings for MIG Capital
MIG Capital holds 24 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sprint | 10.0 | $66M | 14M | 4.88 | |
| Copart (CPRT) | 8.1 | $53M | 1.0M | 50.93 | |
| Cogent Communications (CCOI) | 7.3 | $48M | 1.1M | 43.40 | |
| Groupon | 7.1 | $47M | 11M | 4.34 | |
| ViaSat (VSAT) | 6.7 | $44M | 672k | 65.72 | |
| Liberty Global Inc C | 6.6 | $43M | 1.4M | 30.43 | |
| Crown Castle Intl (CCI) | 6.6 | $43M | 392k | 109.61 | |
| Chipotle Mexican Grill (CMG) | 5.9 | $38M | 119k | 323.11 | |
| Stewart Information Services Corporation (STC) | 5.4 | $36M | 808k | 43.94 | |
| Amazon (AMZN) | 5.1 | $33M | 23k | 1447.35 | |
| Norwegian Cruise Line Hldgs (NCLH) | 4.8 | $31M | 592k | 52.97 | |
| Liberty Latin America Ser C (LILAK) | 4.7 | $31M | 1.6M | 19.09 | |
| Netflix (NFLX) | 4.6 | $30M | 102k | 295.35 | |
| DSW | 4.2 | $28M | 1.2M | 22.46 | |
| Armstrong World Industries (AWI) | 4.2 | $28M | 491k | 56.30 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $27M | 26k | 1031.78 | |
| Royal Caribbean Cruises (RCL) | 3.6 | $24M | 200k | 117.74 | |
| Globalstar (GSAT) | 0.7 | $4.5M | 6.6M | 0.69 | |
| Microsoft Corporation (MSFT) | 0.1 | $298k | 3.3k | 91.22 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $356k | 1.1k | 338.08 | |
| Intuit (INTU) | 0.0 | $233k | 1.3k | 173.11 | |
| Baxter International (BAX) | 0.0 | $226k | 3.5k | 64.91 | |
| Pepsi (PEP) | 0.0 | $206k | 1.9k | 108.99 | |
| Ford Motor Company (F) | 0.0 | $141k | 13k | 11.06 |
