Kodai Capital Management’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$25.8M Buy
117,166
+40,943
+54% +$9.01M 1.02% 37
2024
Q4
$15.5M Sell
76,223
-25,864
-25% -$5.27M 0.64% 50
2024
Q3
$24.6M Sell
102,087
-61
-0.1% -$14.7K 0.51% 66
2024
Q2
$20.1M Sell
102,148
-184,019
-64% -$36.1M 0.38% 61
2024
Q1
$62M Buy
286,167
+83,907
+41% +$18.2M 1.45% 24
2023
Q4
$51.3M Buy
+202,260
New +$51.3M 1.05% 30