Cat Rock Capital Management’s American Tower AMT Stock Holding History

Cat Rock Capital Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-117,120	Closed	-$16M	–	8
2017 Q3	$16M	Sell	117,120 -130,511	-53%	-$18.2M	8.19%	5
2017 Q2	$32.8M	Sell	247,631 -161,967	-40%	-$20.7M	14.09%	4
2017 Q1	$49.8M	Buy	409,598 +44,510	+12%	+$4.9M	20.09%	2
2016 Q4	$38.6M	Buy	365,088 +165,075	+83%	+$17.9M	21.74%	2
2016 Q3	$22.7M	Buy	200,013 +47,313	+31%	+$5.41M	12.43%	3
2016 Q2	$17.3M	Sell	152,700 -15,000	-9%	-$1.6M	8.8%	4
2016 Q1	$17.2M	Buy	167,700 +18,000	+12%	+$1.68M	7.03%	5
2015 Q4	$14.5M	Buy	+149,700	New	+$14.6M	5.65%	8

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cat Rock Capital Management's AMT Position: Q4 2017 in Review

Cat Rock Capital Management sold out of American Tower (AMT) in Q4 2017, closing a stake of 117,120 shares — an estimated $16M sold.

Cat Rock Capital Management first reported a position in AMT in Q4 2015 and held it in 8 quarters. The position peaked at $49.8M in Q1 2017. 1,063 funds tracked by Wall St. Rank hold AMT as of Q4 2017.

Cat Rock Capital Management reported no remaining American Tower position as of Q4 2017 after selling out during the quarter.
Cat Rock Capital Management sold 117,120 American Tower shares in Q4 2017, an estimated $16M.
Cat Rock Capital Management first reported a position in American Tower in Q4 2015 and held it in 8 quarters.
Cat Rock Capital Management's American Tower position peaked at $49.8M in Q1 2017.
1,063 funds tracked by Wall St. Rank held American Tower as of Q4 2017.

Based on Cat Rock Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.