SBA Communications Corp. 13F holders
Of the 44 funds followed here, 10 reported a position in SBA Communications Corp. in a 13F for the quarter ended 30 June 2026. The largest: Dodge & Cox, 12.3 million shares worth $2.17 billion, 1.1% of its reported book. New this quarter: Alyeska.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Dodge & Cox | 12,323,254 | $2.17 billion | 1.1% | +242,970 | added | 30 June 2026 | 13F |
| Geode Capital Management | 3,175,913 | $558.4 million | 0.0% | +26,380 | added | 30 June 2026 | 13F |
| Norges Bank | 1,483,684 | $261.8 million | 0.0% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 1,383,025 | $244.0 million | 0.0% | +943,981 | added | 30 June 2026 | 13F |
| FMR LLC | 1,033,501 | $182.4 million | 0.0% | +327,040 | added | 30 June 2026 | 13F |
| Alyeska | 992,057 | $175.1 million | 0.5% | +992,057 | new | 30 June 2026 | 13F |
| Millennium Management | 756,401 | $133.5 million | 0.0% | +611,394 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 49,105 | $8.7 million | 0.0% | -52,893 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 27,917 | $4.9 million | 0.0% | -454,727 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 6,385 | $1.1 million | 0.0% | -8,267 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 8.0 million | 7.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 9.7 million | 9.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 November 2025 | 13G/A | Dodge & Cox and 1 other | 11.5 million | 10.7% | 31 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 6 November 2025 | 13G/A | Dodge & Cox and 1 other | 9.7 million | 9.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 31 October 2025 | 13G/A | Jpmorgan Chase & Co. and 1 other | 4.9 million | 4.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 19 August 2026 | 4,620 | $181.40 | SEC |
| 17 August 2026 | 2,116 | $185.20 | SEC |
| 13 August 2026 | 108 | $183.08 | SEC |
| 12 August 2026 | 9,472 | $181.97 | SEC |
| 5 August 2026 | 21 | $187.90 | SEC |
| 29 July 2026 | 229 | $174.93 | SEC |
| 28 July 2026 | 348 | $172.61 | SEC |
| 20 July 2026 | 24,360 | $185.69 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 24,360 on 20 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to SBAC by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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