MIG Capital, LLC

Q3 2023 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    14

  • Value ($000)

    $540,139

  • Date Filed
    11/13/2023
  • Form type
    13F-HR
  • CIK
    0001425649
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
30303M102
$61.80 M
11 %

205,868

SHC
SHC

SOTERA HEALTH CO

COM
83601L102
$51.55 M
10 %

3,441,457

OGM1
OGM1

COGENT COMMUNICATIONS HLDGS

COM NEW
19239V302
$50.77 M
9 %

820,249

ELV
ELV

ELEVANCE HEALTH INC

COM
036752103
$49.17 M
9 %

112,934

FI
FI

FISERV INC

COM
337738108
$47.32 M
9 %

418,886

DC4
DC4

DEXCOM INC

COM
252131107
$40.85 M
8 %

437,849

WMS
WMS

ADVANCED DRAIN SYS INC DEL

COM
00790R104
$36.58 M
7 %

321,378

PLD
PLD

PROLOGIS INC.

COM
74340W103
$35.37 M
7 %

315,232

3M4
3M4

MASIMO CORP

COM
574795100
$34.98 M
7 %

398,932

EWCZ
EWCZ

EUROPEAN WAX CTR INC

CLASS A COM
29882P106
$32.76 M
6 %

2,022,405

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