Foxhaven Asset Management’s SBA Communications SBAC Stock Holding History

Foxhaven Asset 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 Q1	–	Sell	-421,533	Closed	-$68.9M	–	26
2017 Q4	$68.9M	Hold	421,533	–	–	4.78%	9
2017 Q3	$60.7M	Hold	421,533	–	–	4.41%	9
2017 Q2	$56.9M	Sell	421,533 -76,900	-15%	-$9.99M	3.98%	11
2017 Q1	$60M	Hold	498,433	–	–	4.15%	10
2016 Q4	$51.5M	Buy	498,433 +97,547	+24%	+$10.3M	3.88%	12
2016 Q3	$45M	Hold	400,886	–	–	4.29%	10
2016 Q2	$43.3M	Buy	400,886 +116,297	+41%	+$11.8M	4.67%	10
2016 Q1	$28.5M	Hold	284,589	–	–	3.2%	14
2015 Q4	$29.9M	Sell	284,589 -198,528	-41%	-$21.5M	3.23%	12
2015 Q3	$50.6M	Buy	483,117 +79,332	+20%	+$9.25M	5.92%	7
2015 Q2	$46.4M	Sell	403,785 -239,414	-37%	-$28.1M	5.09%	7
2015 Q1	$75.3M	Buy	643,199 +200,963	+45%	+$23.7M	8.98%	3
2014 Q4	$49M	Buy	+442,236	New	+$49.7M	9.29%	4

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Foxhaven Asset Management's SBAC Position: Q1 2018 in Review

Foxhaven Asset Management sold out of SBA Communications (SBAC) in Q1 2018, closing a stake of 421,533 shares — an estimated $68.9M sold.

Foxhaven Asset Management first reported a position in SBAC in Q4 2014 and held it in 13 quarters. The position peaked at $75.3M in Q1 2015. 527 funds tracked by Wall St. Rank hold SBAC as of Q1 2018.

Foxhaven Asset Management reported no remaining SBA Communications position as of Q1 2018 after selling out during the quarter.
Foxhaven Asset Management sold 421,533 SBA Communications shares in Q1 2018, an estimated $68.9M.
Foxhaven Asset Management first reported a position in SBA Communications in Q4 2014 and held it in 13 quarters.
Foxhaven Asset Management's SBA Communications position peaked at $75.3M in Q1 2015.
527 funds tracked by Wall St. Rank held SBA Communications as of Q1 2018.

Based on Foxhaven Asset Management's 13F filing for Q1 2018, filed 15 May 2018.