MC

MIG Capital, LLC

13F
MIG Capital, LLC
Last update 2025-02-13 72 Stocks (53 new)
Value $971.00 Mil Turnover 23 %
Countries:
Top Holdings: CCOI(9.18%)SHC(8.34%)FI(7.64%)DXCM(6.89%)CACC(6.12%)
Summary Stock Picks Current Portfolio
MIG Capital, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CCOI 		Cogent Communications Holdings Inc
1,156,508
89,132.1
-8.20%
9.180
-0.95%
2.360
-14.81%
-15.89%
3,151.4
Telecommunication Services
SHC 		Sotera Health Co
5,918,577
80,966.1
0%
8.340
0%
2.090
-11.96%
-12.79%
3,381.8
Medical Diagnostics & Research
FI 		Fiserv Inc
360,946
74,145.5
0%
7.640
0%
0.060
+6.29%
+8.37%
124,954.1
Software
DXCM 		DexCom Inc
859,627
66,853.2
0%
6.890
0%
0.220
-8.34%
-5.43%
28,741.3
Medical Devices & Instruments
CACC 		Credit Acceptance Corp
126,467
59,371.2
+8.56%
6.120
+0.48%
1.050
+9.77%
+9.61%
6,191.1
Credit Services
KNF 		Knife River Holding Co
561,163
57,036.6
-12.99%
5.870
-0.91%
0.990
-6.27%
-4.50%
5,495.4
Building Materials
META 		Meta Platforms Inc
94,394
55,268.6
-12.13%
5.690
-0.91%
0.000
+3.15%
+7.06%
1,586,856.1
Interactive Media
LLY 		Eli Lilly and Co
65,936
50,902.6
+220.37%
5.240
+3.60%
0.010
+7.31%
+10.60%
765,401.1
Drug Manufacturers
GOOG 		Alphabet Inc
209,288
39,856.8
+34.44%
4.110
+1.05%
0.000
-12.44%
-9.16%
2,090,997.4
Interactive Media
PM 		Philip Morris International Inc
330,142
39,732.6
0%
4.090
0%
0.020
+26.32%
+27.59%
236,664.8
Tobacco Products

MIG Capital, LLC's Historical Top Holdings Breakdowns

MIG Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KMX 		CarMax Inc2024-12-31Sold Out
-4.35%
●
71.11 ($78.55) 87.2
$74.26
-5.46%
Sold Out
0
-463,225
HUM 		Humana Inc2024-12-31New Buy
+3.90%
●
233.89 ($268.02) 304.18
$273.77
2.15%
New holding
149,163
149,163
LLY 		Eli Lilly and Co2024-12-31Add
+3.60%
●
727.2 ($827.11) 932.06
$852.35
3.05%
Add 220.37%
65,936
45,355
CFLT 		Confluent Inc2024-12-31New Buy
+2.78%
●
18.94 ($26.93) 33.66
$26.89
-0.15%
New holding
965,904
965,904
AMZN 		Amazon.com Inc2024-12-31New Buy
+2.74%
●
180.8 ($204.89) 232.93
$205.71
0.40%
New holding
121,068
121,068
CRM 		Salesforce Inc2024-12-31Reduce
-2.19%
●
279.48 ($319.91) 367.87
$288.61
-9.78%
Reduce -98.5%
1,000
-65,802
PLD 		Prologis Inc2024-12-31New Buy
+1.74%
●
101.4 ($114.78) 126.97
$109.23
-4.84%
New holding
159,400
159,400
ESTC 		Elastic NV2024-12-31New Buy
+1.63%
●
76.2 ($92.72) 116.22
$102.42
10.46%
New holding
159,857
159,857
WDAY 		Workday Inc2024-12-31Add
+1.50%
●
233.85 ($255.7) 279.91
$252.83
-1.12%
Add 81.81%
125,204
56,338
GOOG 		Alphabet Inc2024-12-31Add
+1.05%
●
163.06 ($176.63) 198.16
$172.79
-2.17%
Add 34.44%
209,288
53,619

MIG Capital, LLC Total Holding History ($B)

To

MIG Capital, LLC's Asset Allocation

To

MIG Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MIG Capital, LLC's Hypothetical Growth since 2024-12-31

MIG Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MIG Capital, LLC's Holdings Heat Map

Size field:

MIG Capital, LLC's Holdings Bubble Chart

MIG Capital, LLC News

  • 1

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