Telemark Asset Management’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-50,000
Closed -$8.55M 66
2018
Q1
$8.55M Hold
50,000
1.25% 34
2017
Q4
$8.17M Buy
50,000
+20,000
+67% +$3.27M 1.6% 27
2017
Q3
$4.32M Hold
30,000
0.89% 35
2017
Q2
$4.05M Sell
30,000
-10,000
-25% -$1.35M 0.87% 33
2017
Q1
$4.82M Buy
+40,000
New +$4.82M 1.13% 27