Conversant Capital’s SBA Communications SBAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65,000	Closed	-$13M	–	14
2023 Q3	$13M	Buy	65,000 +10,000	+18%	+$2M	3.95%	10
2023 Q2	$12.7M	Hold	55,000	–	–	3.17%	9
2023 Q1	$14.4M	Buy	+55,000	New	+$14.4M	3.66%	11