0001104659-23-019019.txt : 20230213 0001104659-23-019019.hdr.sgml : 20230213 20230213072829 ACCESSION NUMBER: 0001104659-23-019019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23614685 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 X0202 13F-HR LIVE false false false 0001425649 XXXXXXXX 12-31-2022 12-31-2022 false MIG Capital, LLC

660 Newport Center Drive Suite 1300 Newport Beach CA 92660

13F HOLDINGS REPORT 028-12667 N Ryan Tyler 949-474-5819 /s/ Ryan Tyler Newport Beach CA 02-02-2023 0 17 509385839 INFORMATION TABLE 2 infotable.xml ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG000G7CDN9 27918900 340599 SH SOLE 340599 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG000D0SMY8 35587953 623475 SH SOLE 623475 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 BBG011RWTYW5 23551702 1891703 SH SOLE 1891703 0 0 FISERV INC COM 337738108 BBG000BJKPG0 42336808 418886 SH SOLE 418886 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 BBG000BJDPF9 25462411 5583862 SH SOLE 5583862 0 0 IAA INC COM 449253103 BBG00K7ZQ662 36910000 922750 SH SOLE 922750 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 41910706 157945 SH SOLE 157945 0 0 MASIMO CORP COM 574795100 BBG000C3W281 18771748 126879 SH SOLE 126879 0 0 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 31829328 264495 SH SOLE 264495 0 0 MICROSOFT CORP COM 594918104 BBG000BPH459 30858119 128672 SH SOLE 128672 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG000BSRN78 27081942 2212577 SH SOLE 2212577 0 0 PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 29822045 264544 SH SOLE 264544 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG000BVPG41 35083532 1138706 SH SOLE 1138706 0 0 RH COM 74967X103 BBG002293PJ4 36502696 136617 SH SOLE 136617 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG000BJ1MF9 15834112 122593 SH SOLE 122593 0 0 SOTERA HEALTH CO COM 83601L102 BBG008LZG0Z5 31771128 3814061 SH SOLE 3814061 0 0 ZOETIS INC CL A 98978V103 BBG0039320N9 18152709 123867 SH SOLE 123867 0 0