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Disclosery

MIG Capital, LLC: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MIG Capital, LLC on SMH, newest first. How the timeline and the estimate are built.

MIG Capital, LLC held 52,336 SMH shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 52,336 shares
    Change vs previous 13F 0 shares

    3.2% of the 13F portfolio, value $18,847,764.

    13F-HR 0001104659-26-016028 filed by MIG Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 52,336 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $17,080,377.

    13F-HR 0001104659-25-110989 filed by MIG Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).