Follow-The-Filings

Security

SBAC

Sba Communications Corp. New · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 2 new max 1.1% (Dodge & Cox)

grid → activity →
owners 16
max % 1.1%
tracked value $6.1B
qoq N 2 A 4 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Dodge & Cox 2026 Q1 1.1% Add -0.11 pp 12,080,284 $2.1B hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.08 pp 283,097 $55M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 17,902,769 $3.5B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 1,565,288 $303M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 101,998 $18M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 99,801 $17M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.01 pp 37,061 $6M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 405,444 $70M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.02 pp 153,920 $26M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.06 pp 145,007 $25M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 14,652 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 19,598 $3M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 5,758 $991 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.08 pp 1,590 $274 hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% — 600 $103 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 101 $17 hist

16 current · options excluded

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 $101.22M $154.54M $220.73M
Net margin * 52.0% 101.1% 90.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $484.27M $1.98B $773.43M
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 $645.74M -$1.66B
Net change in cash $61.66M $1.15B -$963.64M

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