MIG Capital's Q3-Q4 2022 13F Holdings Comparison Highlights Major Investment Changes

The MIG Capital, LLC 13F Holdings Comparison report for Q3 2022 versus Q4 2022 highlights investments made by the company in various organizations. The report provides a detailed comparison between the shares held in Q3 2022 versus the shares held in Q4 2022, the corresponding value of these shares, and the percentage change between the two time periods.

According to the report, there were significant changes in holdings across different organizations. Some stocks experienced a rise in shares held, while others saw a significant decline in shares held. The total value of these holdings also underwent a change, with some stocks experiencing a rise in value, while others witnessed a decline.

Intuitive Surgical, Inc. (ISRG) witnessed a decline of 26.6% with the shares held dropping to 157,945 in Q4 2022 from 176,597 in Q3 2022. The company is a global technology leader in minimally invasive robotic-assisted surgery solutions. Despite the decline in shares held, the company remains a strong investment opportunity given its strong market position and growth trajectory.

Cogent Communications Holdings (CCOI) experienced an increase in shares held by 16.4%, with shares held rising to 623,475 in Q4 2022 from 586,205 in Q3 2022. Cogent Communications provides high-speed internet connectivity to businesses and offers colocation services through data centers. The company has been performing well in recent years, with a focus on expanding its global presence, which makes it a viable investment opportunity.

Rentokil Initial PLC (RTOKY) witnessed a significant increase in shares held, with no shares held in Q3 2022 and 1,138,706 shares held in Q4 2022. Rentokil is a global pest control and hygiene services provider. The company is experiencing growth in its Pest Control business, which is driven by demand for pest management in restaurant and food service, healthcare, and other establishments. The significant increase in the shares held suggests that MIG Capital is confident about the company's future growth prospects.

Sotera Health Co (SHC) saw a substantial increase in shares held by MIG Capital, with shares held rising to 3,814,061 in Q4 2022 from 1,906,023 in Q3 2022 - reflecting a 144.4% increase. Sotera Health is a leading global provider of mission-critical sterilization and lab-testing services to the healthcare industry. The company remains opportunistic, with high growth potential in niche markets such as medical device sterilization and food safety. The surge in shares held implies MIG Capital has faith in the company’s growth potential and is committed to it in the long run.

Amazon.com, Inc. (AMZN) saw shares held drop to zero, indicating that MIG Capital sold all of its shares in Q4 2022. Amazon is well-known on the technology front with its operational excellence and e-commerce leadership, but cutting funds suggests that MIG Capital might be bearish on Amazon's future growth prospects, or it could be a move to move their funds to a more secure place.

European Wax Center Inc. (EWCZ) had a decline in shares held by 18.5%, with shares held dropping to 1,891,703 in Q4 2022 from 1,565,925 in Q3 2022. The corporation is a beauty salon franchise that is well-known for its waxing services, removal of facial and body hair, and a unique product line. The decline in shares held suggests that MIG Capital may have diversified its investments into other companies.

In conclusion, the 13F Holdings Comparison report for Q3 2022 versus Q4 2022 reflects MIG Capital's activities in the stock market. The report indicates that there were significant changes in holdings across different companies, illustrative of the dynamic nature of investments. As always, investing in the stock market involves risk, and it remains critical for investors to conduct due diligence before making investment decisions.