MIG Capital, LLC quarter change: USA Stocks, Unchanged
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).
- META: Country of operation United States; Class CL A; Shares 2025-09-30 79,453; Shares 2025-12-31 79,453.
- MU: Country of operation United States; Class COM; Shares 2025-09-30 37,205; Shares 2025-12-31 37,205.
- FLUT: Country of operation —; Class SHS; Shares 2025-09-30 91,522; Shares 2025-12-31 91,522.
- WDC: Country of operation United States; Class COM; Shares 2025-09-30 67,406; Shares 2025-12-31 67,406.
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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