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Darsana Capital Partners’s SBA Communications SBAC Stock Holding History

Darsana Capital Partners’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-850,000
Closed -$95.3M – 24
2016
Q3 		$95.3M Hold
850,000
– – 4.76% 10
2016
Q2 		$91.7M Sell
850,000
-690,000
-45% -$70M 4.77% 12
2016
Q1 		$154M Buy
1,540,000
+440,000
+40% +$42M 6.82% 4
2015
Q4 		$116M Buy
1,100,000
+175,000
+19% +$18.9M 7.09% 8
2015
Q3 		$96.9M Buy
925,000
+125,000
+16% +$14.6M 5.83% 8
2015
Q2 		$92M Buy
+800,000
New +$93.9M 4.67% 11

Other funds holding SBAC

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Darsana Capital Partners's SBAC Position: Q4 2016 in Review

Darsana Capital Partners sold out of SBA Communications (SBAC) in Q4 2016, closing a stake of 850,000 shares — an estimated $95.3M sold.

Darsana Capital Partners first reported a position in SBAC in Q2 2015 and held it in 6 quarters. The position peaked at $154M in Q1 2016. 382 funds tracked by Wall St. Rank hold SBAC as of Q4 2016.

  • Darsana Capital Partners reported no remaining SBA Communications position as of Q4 2016 after selling out during the quarter.
  • Darsana Capital Partners sold 850,000 SBA Communications shares in Q4 2016, an estimated $95.3M.
  • Darsana Capital Partners first reported a position in SBA Communications in Q2 2015 and held it in 6 quarters.
  • Darsana Capital Partners's SBA Communications position peaked at $154M in Q1 2016.
  • 382 funds tracked by Wall St. Rank held SBA Communications as of Q4 2016.

Based on Darsana Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.