MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
+19.41%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$769M
AUM Growth
–
Cap. Flow
+$769M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.06%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
RH
RH
|
$67.2M |
| 2 |
Liberty Global Class A
LBTYA
|
$60.6M |
| 3 |
Corpay
CPAY
|
$55.3M |
| 4 |
Charter Communications
CHTR
|
$49.5M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$47.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 40.29% |
| 2 | Communication Services | 31.81% |
| 3 | Healthcare | 11.9% |
| 4 | Technology | 7.19% |
| 5 | Financials | 1.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SHPG
26
DELISTED
Shire pic
SHPG
| $4.76M | 0.62% | +50,000 | New | +$4.76M |
|
|
FTR
27
DELISTED
Frontier Communications Corp.
FTR
| $3.95M | 0.51% | +974,000 | New | +$3.95M |
|
28
Pitney Bowes
PBI
$2.09B
| $2.11M | 0.27% | +143,600 | New | +$2.11M |
|
29
Quad
QUAD
$336M
| $1.86M | 0.24% | +77,000 | New | +$1.86M |
|
|
RSH
30
DELISTED
RADIOSHACK CORP
RSH
| $1.58M | 0.21% | +500,000 | New | +$1.58M |
|
|
DNY
31
DELISTED
DONNELLEY R R & SONS CO
DNY
| $1.12M | 0.15% | +80,000 | New | +$1.12M |
|
|
OUTR
32
DELISTED
OUTERWALL INC
OUTR
| $722K | 0.09% | +12,300 | New | +$722K |
|