Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  SBA Communications Corp. (SBAC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 11.04 SEC
2018   Q4 557,690 11.04 Reduce 17.34% 1.95 $161.89 $90,284,000 SEC
2018   Q3 674,676 11.27 $160.63 $108,373,000 SEC
2018   Q2 674,676 11.75 $165.12 $111,403,000 SEC
2018   Q1 674,676 12.96 $170.92 $115,316,000 SEC
2017   Q4 674,676 12.48 Reduce 18.19% 2.62 $163.36 $110,215,000 SEC
2017   Q3 824,676 14.41 $144.05 $118,795,000 SEC
2017   Q2 824,676 14.60 $134.90 $111,249,000 SEC
2017   Q1 824,676 13.20 Buy 13.20 $120.37 $99,266,000 SEC