Mik Capital as of Dec. 31, 2015
Portfolio Holdings for Mik Capital
Mik Capital holds 12 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 13.5 | $45M | 60k | 741.90 | |
| Alphabet Inc Class A cs (GOOGL) | 12.2 | $40M | 52k | 778.00 | |
| Norwegian Cruise Line Hldgs (NCLH) | 11.8 | $39M | 667k | 58.60 | |
| Brunswick Corporation (BC) | 10.2 | $34M | 674k | 50.51 | |
| Electronic Arts (EA) | 9.0 | $30M | 436k | 68.72 | |
| Burlington Stores (BURL) | 8.7 | $29M | 674k | 42.90 | |
| Linkedin Corp | 8.5 | $28M | 125k | 225.08 | |
| Apple (AAPL) | 7.2 | $24M | 229k | 105.26 | |
| Delta Air Lines (DAL) | 6.4 | $21M | 420k | 50.69 | |
| Hldgs (UAL) | 5.7 | $19M | 328k | 57.30 | |
| Buffalo Wild Wings | 5.1 | $17M | 107k | 159.65 | |
| Coach | 1.8 | $5.9M | 182k | 32.73 |
