Follow-The-Filings

Security · featured owners

SBAC Sba Communications Corp. New

Real Estate CL A Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 1.1%
  • $2.2B
  • 1 new 1 add

SBAC (Sba Communications Corp. New) is held in 3 featured 13F books as of 2026 Q2. Dodge & Cox is the largest tracked holder by portfolio weight (1.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.1% (Dodge & Cox) · not free-float ownership

  1. Dodge & Cox add 1.1%
  2. Christopher Davis new 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 1.1% Add +2.0% 12,323,254 $2.2B history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.03% New 0.03% 40,700 $7M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Hold 600 $106K history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,1.02,2.03,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 1.01,9.01 Filing Doc
424B5 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 1, 2026 Filing Doc
4 Period May 22, 2026 · 9 forms Filing Doc
4 Period May 13, 2026 · 4 forms Filing Doc
4 Period May 1, 2026 · 9 forms Filing Doc
4 Period Apr 13, 2026 Filing Doc

Updated 7 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $194.65M $152.87M $244.5M
Gross profit $2.1B $2.1B $2.12B
Gross margin * 1078.3% 1372.4% 868.8%
Net income $0.502B $0.75B $1.05B
Net margin * 257.8% 490.3% 430.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.484B $1.98B $0.773B
Total non-current assets * $9.69B $9.44B $10.8B
Total assets $10.18B $11.42B $11.58B
Total current liabilities $1.36B $1.8B $2.68B
Total non-current liabilities $13.95B $14.68B $13.67B
Total equity -$5.17B -$5.11B -$4.85B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.54B $1.33B $1.29B
Cash from investing -$468.25M -$809.31M -$601.83M
Cash from financing -$1.02B $0.646B -$1.66B
Net change in cash $0.062B $1.15B -$0.964B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders