Palestra 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
2016
Q1
Sell
-335,850
Closed -$35.3M 28
2015
Q4
$35.3M Sell
335,850
-200,150
-37% -$21M 4.09% 12
2015
Q3
$56.1M Buy
536,000
+114,000
+27% +$11.9M 5.41% 6
2015
Q2
$48.5M Sell
422,000
-22,500
-5% -$2.59M 4.74% 7
2015
Q1
$52.1M Buy
444,500
+4,600
+1% +$539K 4.58% 6
2014
Q4
$48.7M Sell
439,900
-45,100
-9% -$5M 4.25% 10
2014
Q3
$53.8M Buy
+485,000
New +$53.8M 4.59% 6