Makena 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
2023 Q3	–	Sell	-39,490	Closed	-$9.15M	–	48
2023 Q2	$9.15M	Buy	39,490 +7,640	+24%	+$1.77M	1.75%	28
2023 Q1	$8.32M	Sell	31,850 -3,017	-9%	-$788K	1.58%	30
2022 Q4	$9.77M	Buy	+34,867	New	+$9.77M	1.84%	28