0001104659-23-060306.txt : 20230515 0001104659-23-060306.hdr.sgml : 20230515 20230515090905 ACCESSION NUMBER: 0001104659-23-060306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23918865 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 03-31-2023 03-31-2023 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 05-10-2023 0 18 578300892 INFORMATION TABLE 2 infotable.xml ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG000G7CDN9 27063241 321378 SH SOLE 321378 0 0 CARMAX INC COM 143130102 BBG000BLMZK6 12027367 187109 SH SOLE 187109 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG000D0SMY8 43304367 679604 SH SOLE 679604 0 0 CREDIT ACCEP CORP MICH COM 225310101 BBG000CS0D96 4404004 10100 SH SOLE 10100 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 BBG011RWTYW5 37570030 1977370 SH SOLE 1977370 0 0 FISERV INC COM 337738108 BBG000BJKPG0 47346685 418886 SH SOLE 418886 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 BBG000BJDPF9 29538630 5583862 SH SOLE 5583862 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 37508105 146820 SH SOLE 146820 0 0 MASIMO CORP COM 574795100 BBG000C3W281 34607709 187535 SH SOLE 187535 0 0 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 52367407 247086 SH SOLE 247086 0 0 MICROSOFT CORP COM 594918104 BBG000BPH459 24963609 86589 SH SOLE 86589 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 BBG000BSRN78 24168547 1796918 SH SOLE 1796918 0 0 PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 33007155 264544 SH SOLE 264544 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG000BVPG41 41574156 1138706 SH SOLE 1138706 0 0 RH COM 74967X103 BBG002293PJ4 26367697 108264 SH SOLE 108264 0 0 SOTERA HEALTH CO COM 83601L102 BBG008LZG0Z5 65772827 3672408 SH SOLE 3672408 0 0 SPIRIT AIRLS INC COM 848577102 BBG000BF6RQ9 19643356 1144051 SH SOLE 1144051 0 0 STAGWELL INC COM CL A 85256A109 BBG00ZV0HVZ2 17066000 2300000 SH SOLE 2300000 0 0