0001104659-22-022395.txt : 20220214 0001104659-22-022395.hdr.sgml : 20220214 20220214142139 ACCESSION NUMBER: 0001104659-22-022395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22629516 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 12-31-2021 12-31-2021 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 02-14-2022 0 23 1002915 INFORMATION TABLE 2 infotable.xml ADVANCED DRAIN SYS INC DEL COM 00790R104 54533 400591 SH SOLE 400591 0 0 APOLLO GLOBAL MGMT INC COM CL A 03768E105 52741 728174 SH SOLE 728174 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 52224 449735 SH SOLE 449735 0 0 BALL CORP COM 058498106 43315 449932 SH SOLE 449932 0 0 SCHWAB CHARLES CORP COM 808513105 42551 505958 SH SOLE 505958 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 58821 803778 SH SOLE 803778 0 0 DYNATRACE INC COM NEW 268150109 44169 731879 SH SOLE 731879 0 0 EL POLLO LOCO HLDGS INC COM 268603107 10474 738137 SH SOLE 738137 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 17356 571846 SH SOLE 571846 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 30335 277919 SH SOLE 277919 0 0 FISERV INC COM 337738108 45044 433988 SH SOLE 433988 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 54448 5810937 SH SOLE 5810937 0 0 INTUIT COM 461202103 47215 73404 SH SOLE 73404 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 44019 1567076 SH SOLE 1567076 0 0 MASTERCARD INCORPORATED CL A 57636Q104 67073 186665 SH SOLE 186665 0 0 MICROSOFT CORP COM 594918104 55785 165868 SH SOLE 165868 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 53229 2566453 SH SOLE 2566453 0 0 PAYPAL HLDGS INC COM 70450Y103 24984 132485 SH SOLE 132485 0 0 RH COM 74967X103 29352 54768 SH SOLE 54768 0 0 T-MOBILE US INC COM 872590104 41079 354194 SH SOLE 354194 0 0 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 35478 784398 SH SOLE 784398 0 0 UBER TECHNOLOGIES INC COM 90353T100 57746 1377198 SH SOLE 1377198 0 0 SALESFORCE COM INC COM 79466L302 40944 161114 SH SOLE 161114 0 0