Mig Capital, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $884 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cogent Communications Holdings, Inc. with a value of $89.1M, Sotera Health CO with a value of $81M, Dexcom Inc with a value of $66.9M, Credit Acceptance Corp with a value of $59.4M, and Meta Platforms, Inc. with a value of $55.7M.

Examining the 13F form we can see an increase of $137M in the current position value, from $747M to 884M.

Mig Capital, LLC is based out at Newport Beach, CA

Below you can find more details about Mig Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $884 Million
Healthcare: $281 Million
Communication Services: $185 Million
Technology: $164 Million
Consumer Defensive: $82.5 Million
Industrials: $67.5 Million
Financial Services: $59.7 Million
Consumer Cyclical: $27.5 Million
Real Estate: $16.8 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $884 Million
  • Prior Value $747 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Mig Capital, LLC Portfolio

Follow Mig Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mig Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mig Capital, LLC with notifications on news.