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SBAC position history

The shares of SBA Communications (SBAC) that DODGE & COX reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q3: 1,623,515 shares, $391M, 0.22% of portfolio, New
  2. 2024 Q4: 7,346,255 shares, $1.5B, 0.87% of portfolio, Add +352.5%
  3. 2025 Q1: 8,485,264 shares, $1.9B, 1.1% of portfolio, Add +15.5%
  4. 2025 Q2: 8,608,494 shares, $2B, 1.1% of portfolio, Add +1.5%
  5. 2025 Q3: 9,667,297 shares, $1.9B, 1.0% of portfolio, Add +12.3%
  6. 2025 Q4: 11,996,134 shares, $2.3B, 1.3% of portfolio, Add +24.1%
  7. 2026 Q1: 12,080,284 shares, $2.1B, 1.1% of portfolio, Add +0.7%
  8. 2026 Q2: 12,323,254 shares, $2.2B, 1.1% of portfolio, Add +2.0%
Holdings date Value % of holdings Shares Filing date All 13F holders