MIG Capital as of March 31, 2019
Portfolio Holdings for MIG Capital
MIG Capital holds 32 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Groupon | 7.8 | $58M | 16M | 3.55 | |
| Ceridian Hcm Hldg (DAY) | 7.5 | $55M | 1.1M | 51.30 | |
| Cogent Communications (CCOI) | 7.3 | $54M | 990k | 54.25 | |
| Liberty Global Inc C | 7.0 | $51M | 2.1M | 24.21 | |
| Electronic Arts (EA) | 6.7 | $50M | 488k | 101.63 | |
| Norwegian Cruise Line Hldgs (NCLH) | 6.7 | $50M | 902k | 54.96 | |
| MasterCard Incorporated (MA) | 6.5 | $48M | 203k | 235.45 | |
| Armstrong World Industries (AWI) | 6.0 | $45M | 562k | 79.42 | |
| Metropcs Communications (TMUS) | 6.0 | $45M | 645k | 69.10 | |
| Ball Corporation (BALL) | 5.1 | $38M | 655k | 57.86 | |
| Bottomline Technologies | 4.9 | $36M | 725k | 50.09 | |
| Stewart Information Services Corporation (STC) | 4.7 | $34M | 805k | 42.69 | |
| Copart (CPRT) | 4.2 | $31M | 516k | 60.59 | |
| Liberty Latin America Ser C (LILAK) | 4.2 | $31M | 1.6M | 19.45 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.0 | $30M | 86k | 346.91 | |
| Alphabet Inc Class C cs (GOOG) | 3.7 | $27M | 23k | 1173.33 | |
| Royal Caribbean Cruises (RCL) | 2.8 | $20M | 178k | 114.62 | |
| Advanced Drain Sys Inc Del (WMS) | 2.0 | $15M | 569k | 25.77 | |
| Sprint | 1.3 | $9.9M | 1.7M | 5.65 | |
| ViaSat (VSAT) | 0.6 | $4.2M | 54k | 77.51 | |
| Globalstar | 0.4 | $3.2M | 7.4M | 0.43 | |
| Microsoft Corporation (MSFT) | 0.1 | $642k | 5.4k | 117.99 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $325k | 1.6k | 201.11 | |
| At&t (T) | 0.0 | $259k | 8.2k | 31.41 | |
| Boeing Company (BA) | 0.0 | $267k | 701.00 | 380.88 | |
| Exelon Corporation (EXC) | 0.0 | $290k | 5.8k | 50.21 | |
| Starbucks Corporation (SBUX) | 0.0 | $281k | 3.8k | 74.42 | |
| Verizon Communications (VZ) | 0.0 | $236k | 4.0k | 59.10 | |
| Amgen (AMGN) | 0.0 | $215k | 1.1k | 189.93 | |
| Intuit (INTU) | 0.0 | $244k | 935.00 | 260.96 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $163k | 10k | 15.96 | |
| Infosys Technologies (INFY) | 0.0 | $164k | 15k | 10.96 |
