Darsana Capital Partners’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-850,000
| Closed | -$95.3M | – | 19 |
|
2016
Q3 | $95.3M | Hold |
850,000
| – | – | 4.76% | 9 |
|
2016
Q2 | $91.7M | Sell |
850,000
-690,000
| -45% | -$74.5M | 4.77% | 10 |
|
2016
Q1 | $154M | Buy |
1,540,000
+440,000
| +40% | +$44.1M | 6.82% | 3 |
|
2015
Q4 | $116M | Buy |
1,100,000
+175,000
| +19% | +$18.4M | 7.09% | 8 |
|
2015
Q3 | $96.9M | Buy |
925,000
+125,000
| +16% | +$13.1M | 5.83% | 8 |
|
2015
Q2 | $92M | Buy |
+800,000
| New | +$92M | 4.67% | 9 |
|