SPO Advisory’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,709,721
Closed -$231M 17
2017
Q2
$231M Sell
1,709,721
-859,900
-33% -$116M 4.53% 9
2017
Q1
$309M Hold
2,569,621
5.58% 8
2016
Q4
$265M Buy
2,569,621
+243,100
+10% +$25.1M 5.46% 7
2016
Q3
$261M Hold
2,326,521
4.58% 7
2016
Q2
$251M Buy
2,326,521
+470,000
+25% +$50.7M 5.03% 7
2016
Q1
$186M Buy
+1,856,521
New +$186M 3.41% 9