MIG Capital, LLC
Top Portfolio Positions
41 positions ·
$538,006,298 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
79,453 | $52,446,130 | 9.75% | |
| DXCM |
Dexcom Inc
Healthcare
|
605,547 | $40,190,154 | 7.47% | |
| SHC |
Sotera Health Co
Healthcare
|
1,964,518 | $34,654,097 | 6.44% | |
| MSFT |
Microsoft Corp
Technology
|
70,815 | $34,247,550 | 6.37% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
741,841 | $33,931,807 | 6.31% | |
| CACC |
Credit Acceptance Corp
Financial Services
|
69,715 | $30,915,813 | 5.75% | |
| KNF |
Knife River Corp
Basic Materials
|
413,380 | $29,081,283 | 5.41% | |
| AVGO |
Broadcom Inc.
Technology
|
80,320 | $27,798,752 | 5.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
44,019 | $27,041,311 | 5.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
66,671 | $20,260,650 | 3.77% |
Portfolio Trend
24 quarters · across all stocks
Holdings in KNF
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $29,081,283 | 413,380 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,776,520 | 413,380 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,499,814 | 385,838 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,806,445 | 385,838 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $57,036,607 | 561,163 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $57,649,935 | 644,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,235,109 | 644,926 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $38,560,269 | 475,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,507,187 | 415,642 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||