0001104659-20-062428.txt : 20200515 0001104659-20-062428.hdr.sgml : 20200515 20200515140837 ACCESSION NUMBER: 0001104659-20-062428 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MIG Capital, LLC CENTRAL INDEX KEY: 0001425649 IRS NUMBER: 200574542 STATE OF INCORPORATION: DE FISCAL YEAR END: 0811 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12667 FILM NUMBER: 20883730 BUSINESS ADDRESS: STREET 1: 660 NEWPORT CENTER DRIVE STREET 2: SUITE 1300 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 949-474-5800 MAIL ADDRESS: STREET 1: 660 NEWPORT CENTER DRIVE STREET 2: SUITE 1300 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 FORMER COMPANY: FORMER CONFORMED NAME: MIG Absolute Return, LLC DATE OF NAME CHANGE: 20110512 FORMER COMPANY: FORMER CONFORMED NAME: Falcon Investment Management LLC DATE OF NAME CHANGE: 20080131 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001425649 XXXXXXXX 03-31-2020 03-31-2020 false MIG Capital, LLC

660 Newport Center Drive Suite 1300 Newport Beach CA 92660

13F HOLDINGS REPORT 028-12667 N Peter Ashby 949-474-5800 /s/ Peter Ashby Newport Beach CA 05-12-2020 0 31 850029 INFORMATION TABLE 2 infotable.xml ADVANCED DRAIN SYS INC DEL COM 00790R104 44030 1495574 SH SOLE 1495574 0 0 ALPHABET INC CAP STK CL C 02079K107 30933 26602 SH SOLE 26602 0 0 APOLLO GLOBAL MGMT INC COM CL A 03768E105 32049 956678 SH SOLE 956678 0 0 ARMSTRONG WORLD INDS INC COM 04247X102 37918 477440 SH SOLE 477440 0 0 BALL CORP COM 058498106 49765 769637 SH SOLE 769637 0 0 BILL COM HLDGS INC COM 090043100 19402 567298 SH SOLE 567298 0 0 BOEING CO COM 097023105 21119 141602 SH SOLE 141602 0 0 BOOKING HLDGS INC COM 09857L108 13089 9729 SH SOLE 9729 0 0 BOTTOMLINE TECH DEL INC COM 101388106 37110 1012538 SH SOLE 1012538 0 0 CERIDIAN HCM HLDG INC COM 15677J108 25202 503336 SH SOLE 503336 0 0 SCHWAB CHARLES CORP COM 808513105 36289 1079399 SH SOLE 1079399 0 0 CHURCHILL DOWNS INC COM 171484108 27869 270709 SH SOLE 270709 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 40316 491838 SH SOLE 491838 0 0 COPART INC COM 217204106 30193 440645 SH SOLE 440645 0 0 DARDEN RESTAURANTS INC COM 237194105 10233 187897 SH SOLE 187897 0 0 FIRST AMERN FINL CORP COM 31847R102 9955 234727 SH SOLE 234727 0 0 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 38328 6608191 SH SOLE 6608191 0 0 GLOBALSTAR INC COM 378973408 2187 7424285 SH SOLE 7424285 0 0 GROUPON INC COM 399473107 31906 32550307 SH SOLE 32550307 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 35637 449336 SH SOLE 449336 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 36035 2293761 SH SOLE 2293761 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 16963 1653354 SH SOLE 1653354 0 0 MARRIOTT INTL INC NEW CL A 571903202 20405 272762 SH SOLE 272762 0 0 MASTERCARD INC CL A 57636Q104 33522 138773 SH SOLE 138773 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 9285 69855 SH SOLE 69855 0 0 PAYPAL HLDGS INC COM 70450Y103 10994 114832 SH SOLE 114832 0 0 RH COM 74967X103 29748 296089 SH SOLE 296089 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22783 708218 SH SOLE 708218 0 0 T MOBILE US INC COM 872590104 52650 627529 SH SOLE 627529 0 0 TEXAS ROADHOUSE INC COM 882681109 13090 316949 SH SOLE 316949 0 0 VAIL RESORTS INC COM 91879Q109 31024 210032 SH SOLE 210032 0 0