John Gunn - Dodge & Cox
Holding/activity history for SBA Communications Corp. (SBAC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 12,080,284 | 1.14 | Add 0.70% | <0.01 | $172.11 | $2,079,137,679 | SEC |
| 2025 Q4 | 11,996,134 | 1.25 | Add 24.09% | 0.24 | $193.43 | $2,320,412,200 | SEC |
| 2025 Q3 | 9,667,297 | 1.01 | Add 12.30% | 0.11 | $193.35 | $1,869,171,875 | SEC |
| 2025 Q2 | 8,608,494 | 1.14 | Add 1.45% | 0.02 | $234.84 | $2,021,618,731 | SEC |
| 2025 Q1 | 8,485,264 | 1.06 | Add 15.50% | 0.14 | $220.01 | $1,866,842,933 | SEC |
| 2024 Q4 | 7,346,255 | 0.87 | Add 352.49% | 0.68 | $203.80 | $1,497,166,769 | SEC |
| 2024 Q3 | 1,623,515 | 0.22 | Buy | 0.22 | $240.70 | $390,780,061 | SEC |