Updated
SBA CommunicationsSBAC · Real Estate
$189.42-1.90%
Market cap$19.8B
IndustryREIT - Specialty
SBA Communications (SBAC) Superinvestor holders
18 of the superinvestors we track hold SBA Communications (SBAC) in their latest 13F filings, $2.8B in total.
Summary
The largest holder is Dodge & Cox, with $2.2B, 1.1% of the portfolio.
In their latest quarter: 2 opened a new position, 3 added, 12 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Dodge & Cox | Added | 12,323,254 | $2.2B | 1.1% | Q2 2026 |
| Arrowstreet Capital | Trimmed | 1,568,367 | $277M | 0.1% | Q2 2026 |
| Ric Dillon Diamond Hill Capital Management |
Trimmed | 1,294,155 | $228M | 1.8% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 413,296 | $72M | 0.0% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 185,696 | $33M | 0.0% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Trimmed | 103,921 | $18M | 0.1% | Q2 2026 |
| Robert Pitts Steadfast Capital Management |
New position | 67,000 | $12M | 0.4% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Trimmed | 49,105 | $9M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 43,034 | $8M | 0.0% | Q2 2026 |
| Christopher Davis Davis Selected Advisers |
New position | 40,700 | $7M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 27,917 | $5M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 18,301 | $3M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 6,385 | $1M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 5,925 | $1M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 2,662 | $469,737 | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 1,487 | $262,396 | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 1,275 | $224,987 | 0.0% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Held | 600 | $105,876 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 19 |
| Q1 2026 | 19 |
| Q4 2025 | 14 |
| Q3 2025 | 13 |
| Q2 2025 | 16 |
| Q1 2025 | 16 |
| Q4 2024 | 16 |
| Q3 2024 | 20 |
Questions about SBA Communications
Which superinvestors own SBA Communications?
18 of the superinvestors we track hold SBA Communications (SBAC) in their latest 13F filings, $2.8B in total. Dodge & Cox, Arrowstreet Capital, Ric Dillon, Cliff Asness, Hersh Cohen, Paul Tudor Jones.
Who is the largest superinvestor holder of SBAC?
The largest holder is Dodge & Cox, with $2.2B, 1.1% of the portfolio.
From SBA Communications's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.