Here’s Why SBA Communications (SBAC) Declined in Q4
Andvari Associates, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Diamond Hill Capital Ric Dillon | 1,861,091 | $379,290,346 | +9% | 1.67% |
2. | Rivulet Capital Barry Lebovits And Joshua Kuntz | 533,900 | $108,808,820 | -11% | 11.25% |
3. | Voyager Global Management Grant Wonders | 470,000 | $95,786,000 | 3.82% | |
4. | D E Shaw D. E. Shaw | 412,600 | $84,087,880 | -52% | 0.06% |
5. | AQR Capital Management Cliff Asness | 325,364 | $66,309,223 | +56% | 0.08% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$229.98 | 3 | Officer | 19,055 | 2019-11-11 | Filing | |
$242.08 | 3 | Officer | 19,052 | 2019-10-10 | Filing | |
$350.37 | 4 | Officer | 31,767 | 2021-11-17 | Filing | |
$294.04 | 3 | Officer | 31,763 | 2020-06-11 | Filing | |
$164.68 | 11 | Officer, Director | 236,152 | 2017-11-16 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$203.43 | 2,321 | 4,998 | 2024-12-20 | Filing | ||
$224.33 | 3,545 | 33,588 | 2024-12-09 | Filing | ||
$242.86 | 1,500 | 4,998 | 2024-09-13 | Filing | ||
$219.58 | 325 | 8,084 | 2024-08-21 | Filing | ||
$222.66 | 1,865 | 109,583 | 2024-08-01 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 17,398,651 | $3,545,845,075 | 0.06% | |
2. | 10,118,868 | $2,062,225,291 | 0.04% | |
3. | 7,346,255 | $1,497,166,769 | 0.87% | |
4. | 4,632,154 | $944,008,329 | 0.03% | |
5. | 4,258,116 | $867,804,207 | 0.06% |