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