MIG Capital as of Dec. 31, 2018
Portfolio Holdings for MIG Capital
MIG Capital holds 30 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Groupon | 7.7 | $54M | 17M | 3.20 | |
Chipotle Mexican Grill (CMG) | 5.8 | $41M | 95k | 431.79 | |
Sprint | 5.8 | $41M | 7.0M | 5.82 | |
Ceridian Hcm Hldg (CDAY) | 5.7 | $40M | 1.2M | 34.49 | |
Cogent Communications (CCOI) | 5.6 | $40M | 876k | 45.21 | |
Liberty Global Inc C | 5.6 | $40M | 1.9M | 20.64 | |
MasterCard Incorporated (MA) | 5.4 | $38M | 203k | 188.65 | |
Norwegian Cruise Line Hldgs (NCLH) | 5.4 | $38M | 902k | 42.39 | |
Electronic Arts (EA) | 5.3 | $38M | 477k | 78.91 | |
Copart (CPRT) | 4.9 | $34M | 716k | 47.78 | |
Stewart Information Services Corporation (STC) | 4.8 | $34M | 808k | 41.40 | |
Armstrong World Industries (AWI) | 4.6 | $33M | 562k | 58.21 | |
Bottomline Technologies | 4.6 | $33M | 676k | 48.00 | |
ViaSat (VSAT) | 4.3 | $31M | 519k | 58.95 | |
Ball Corporation (BALL) | 4.3 | $30M | 655k | 45.98 | |
Amazon (AMZN) | 3.7 | $26M | 17k | 1501.95 | |
Charter Communications Inc New Cl A cl a (CHTR) | 3.5 | $24M | 86k | 284.98 | |
Liberty Latin America Ser C (LILAK) | 3.3 | $23M | 1.6M | 14.57 | |
Alphabet Inc Class C cs (GOOG) | 3.1 | $22M | 21k | 1035.59 | |
Royal Caribbean Cruises (RCL) | 2.9 | $20M | 208k | 97.79 | |
Metropcs Communications (TMUS) | 2.7 | $19M | 301k | 63.61 | |
Globalstar (GSAT) | 0.7 | $4.8M | 7.4M | 0.64 | |
Microsoft Corporation (MSFT) | 0.1 | $594k | 5.8k | 101.59 | |
Berkshire Hathaway (BRK.B) | 0.0 | $268k | 1.3k | 204.42 | |
Lockheed Martin Corporation (LMT) | 0.0 | $267k | 1.0k | 261.51 | |
Boeing Company (BA) | 0.0 | $210k | 652.00 | 322.09 | |
Exelon Corporation (EXC) | 0.0 | $209k | 4.6k | 45.01 | |
Intuit (INTU) | 0.0 | $208k | 1.1k | 196.41 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $133k | 10k | 13.02 | |
Infosys Technologies (INFY) | 0.0 | $142k | 15k | 9.49 |