0001104659-22-061013.txt : 20220516 0001104659-22-061013.hdr.sgml : 20220516 20220516111244 ACCESSION NUMBER: 0001104659-22-061013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926624 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 03-31-2022 03-31-2022 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 05-16-2022 0 27 975362 INFORMATION TABLE 2 infotable.xml ADVANCED DRAIN SYS INC DEL COM 00790R104 31838 267973 SH SOLE 267973 0 0 ALCOA CORP COM 013872106 10300 114404 SH SOLE 114404 0 0 AMAZON COM INC COM 023135106 46373 14225 SH SOLE 14225 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 46027 742490 SH SOLE 742490 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 42925 476888 SH SOLE 476888 0 0 BALL CORP COM 058498106 27105 301167 SH SOLE 301167 0 0 SCHWAB CHARLES CORP COM 808513105 27829 330089 SH SOLE 330089 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 54302 818407 SH SOLE 818407 0 0 DYNATRACE INC COM NEW 268150109 28979 615277 SH SOLE 615277 0 0 EL POLLO LOCO HLDGS INC COM 268603107 7207 620272 SH SOLE 620272 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 41536 1405134 SH SOLE 1405134 0 0 FISERV INC COM 337738108 58824 580125 SH SOLE 580125 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 66457 5680096 SH SOLE 5680096 0 0 IAA INC COM 449253103 26290 687314 SH SOLE 687314 0 0 INTUIT COM 461202103 43425 90311 SH SOLE 90311 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 16108 621686 SH SOLE 621686 0 0 MARQETA INC CLASS A COM 57142B104 10219 925628 SH SOLE 925628 0 0 MASTERCARD INCORPORATED CL A 57636Q104 61737 172751 SH SOLE 172751 0 0 MICROSOFT CORP COM 594918104 51138 165868 SH SOLE 165868 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 56545 2584325 SH SOLE 2584325 0 0 RH COM 74967X103 46286 141944 SH SOLE 141944 0 0 SALESFORCE COM INC COM 79466L302 26831 126371 SH SOLE 126371 0 0 SHOPIFY INC CL A 82509L107 14316 21179 SH SOLE 21179 0 0 T-MOBILE US INC COM 872590104 36533 284641 SH SOLE 284641 0 0 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 35792 784398 SH SOLE 784398 0 0 UBER TECHNOLOGIES INC COM 90353T100 50093 1403958 SH SOLE 1403958 0 0 UNITY SOFTWARE INC COM 91332U101 10347 104291 SH SOLE 104291 0 0