SBA COMMUNICATIONS CORP NEW (SBAC) — Hedge Fund Ownership Q4 2025
SBAC
- SBA COMMUNICATIONS CORP NEW (SBAC) is held by 1 of 81 tracked hedge funds, with Dodge & Cox (1%) holding the largest stake, indicating limited hedge fund interest relative to peers.
- The biggest increases in SBAC holdings came from Dodge & Cox (+24%), highlighting conviction.
- 1 hedge fund exited SBAC.
- Overall, hedge funds increased exposure to SBA COMMUNICATIONS CORP NEW (SBAC) by +24% vs the prior quarter and +63% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Dodge & Cox
|
1.25% | 12.0M | +24.09% | +63.30% | $2.32B | $193.43 | — |
| — |
Torray Investment Partners Robert Torray
|
— | — | EXITED | — | — | — | — |
| 1 | Total | — | 12.0M | +23.99% | +63.08% | $2.32B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.