MIG Capital as of Dec. 31, 2022
Portfolio Holdings for MIG Capital
MIG Capital holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 8.3 | $42M | 419k | 101.07 | |
| Intuitive Surgical Com New (ISRG) | 8.2 | $42M | 158k | 265.35 | |
| Iaa | 7.2 | $37M | 923k | 40.00 | |
| Rh (RH) | 7.2 | $37M | 137k | 267.19 | |
| Cogent Communications Hldgs Com New (CCOI) | 7.0 | $36M | 624k | 57.08 | |
| Rentokil Initial Sponsored Adr (RTO) | 6.9 | $35M | 1.1M | 30.81 | |
| Meta Platforms Cl A (META) | 6.2 | $32M | 265k | 120.34 | |
| Sotera Health (SHC) | 6.2 | $32M | 3.8M | 8.33 | |
| Microsoft Corporation (MSFT) | 6.1 | $31M | 129k | 239.82 | |
| Prologis (PLD) | 5.9 | $30M | 265k | 112.73 | |
| Advanced Drain Sys Inc Del (WMS) | 5.5 | $28M | 341k | 81.97 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 5.3 | $27M | 2.2M | 12.24 | |
| Grupo Televisa S A B Spon Adr Rep Ord (TV) | 5.0 | $26M | 5.6M | 4.56 | |
| European Wax Ctr Class A Com (EWCZ) | 4.6 | $24M | 1.9M | 12.45 | |
| Masimo Corporation (MASI) | 3.7 | $19M | 127k | 147.95 | |
| Zoetis Cl A (ZTS) | 3.6 | $18M | 124k | 146.55 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 3.1 | $16M | 123k | 129.16 |
