Dorsal Capital Management’s SBA Communications SBAC Stock Holding History

Dorsal Capital Management’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
2018 Q2	–	Sell	-275,000	Closed	-$47M	–	30
2018 Q1	$47M	Sell	275,000 -275,000	-50%	-$45.6M	2.26%	20
2017 Q4	$89.8M	Buy	550,000 +50,000	+10%	+$7.94M	4.44%	7
2017 Q3	$72M	Sell	500,000 -100,000	-17%	-$14.2M	3.74%	13
2017 Q2	$80.9M	Buy	600,000 +50,000	+9%	+$6.5M	4.13%	10
2017 Q1	$66.2M	Buy	+550,000	New	+$60.7M	3.53%	11

Other funds holding SBAC

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dorsal Capital Management's SBAC Position: Q2 2018 in Review

Dorsal Capital Management sold out of SBA Communications (SBAC) in Q2 2018, closing a stake of 275,000 shares — an estimated $47M sold.

Dorsal Capital Management first reported a position in SBAC in Q1 2017 and held it in 5 quarters. The position peaked at $89.8M in Q4 2017. 494 funds tracked by Wall St. Rank hold SBAC as of Q2 2018.

Dorsal Capital Management reported no remaining SBA Communications position as of Q2 2018 after selling out during the quarter.
Dorsal Capital Management sold 275,000 SBA Communications shares in Q2 2018, an estimated $47M.
Dorsal Capital Management first reported a position in SBA Communications in Q1 2017 and held it in 5 quarters.
Dorsal Capital Management's SBA Communications position peaked at $89.8M in Q4 2017.
494 funds tracked by Wall St. Rank held SBA Communications as of Q2 2018.

Based on Dorsal Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.