MIG Capital, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, MIG Capital, LLC opened 3 positions, added to 2, reduced 8, sold out of 3 and left 27 unchanged. The largest increase in value was CCOI (+$12,272,383); the largest decrease was SHC (-$31,833,623).
- NFLX: Country of operation United States; Class COM; Shares 2025-09-30 2,816; Shares 2025-12-31 28,160.
- CRWD: Country of operation United States; Class CL A; Shares 2025-09-30 7,254; Shares 2025-12-31 8,278.
Two Form 13F-HR filings compared (SEC CIK 1425649): 2025-09-30 (filed 2025-11-13) and 2025-12-31 (filed 2026-02-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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