Cliff Asness's SBAC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 373,172 shares of SBA Communications Corporation (SBAC) worth $72.15 M, representing 0.05% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in SBAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 307,530 shares. Largest reduction occurred in Q3 2025, reducing 195,599 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's SBA Communications Corporation (SBAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SBA Communications Corporation (SBAC) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +6,442 | New Buy | 6,442 | $144.05 |
| Q4 2017 | +19,017 | Add 295.20% | 25,459 | $163.36 |
| Q1 2018 | +15,388 | Add 60.44% | 40,847 | $170.93 |
| Q2 2018 | -15,747 | Reduce 38.55% | 25,100 | $165.14 |
| Q3 2018 | -4,410 | Reduce 17.57% | 20,690 | $160.61 |
| Q4 2018 | -5,668 | Reduce 27.39% | 15,022 | $161.90 |
| Q1 2019 | +19,355 | Add 128.84% | 34,377 | $199.67 |
| Q2 2019 | -1,432 | Reduce 4.17% | 32,945 | $224.83 |
| Q3 2019 | +17,707 | Add 53.75% | 50,652 | $241.16 |
| Q4 2019 | -11,985 | Reduce 23.66% | 38,667 | $240.98 |
| Q1 2020 | -9,052 | Reduce 23.41% | 29,615 | $269.96 |
| Q2 2020 | +69,410 | Add 234.37% | 99,025 | $293.32 |
| Q3 2020 | -9,149 | Reduce 9.24% | 89,876 | $316.00 |
| Q4 2020 | -4,685 | Reduce 5.21% | 85,191 | $276.14 |
| Q1 2021 | -24,769 | Reduce 29.07% | 60,422 | $272.95 |
| Q2 2021 | +52,269 | Add 86.51% | 112,691 | $318.70 |
| Q3 2021 | -40,809 | Reduce 36.21% | 71,882 | $330.57 |
| Q4 2021 | -3,611 | Reduce 5.02% | 68,271 | $387.85 |
| Q1 2022 | -7,396 | Reduce 10.83% | 60,875 | $344.10 |
| Q2 2022 | -12,228 | Reduce 20.09% | 48,647 | $319.49 |
| Q3 2022 | -15,022 | Reduce 30.88% | 33,625 | $284.64 |
| Q4 2022 | -8,157 | Reduce 24.26% | 25,468 | $280.31 |
| Q1 2023 | -6,447 | Reduce 25.31% | 19,021 | $259.45 |
| Q2 2023 | +4,785 | Add 25.16% | 23,806 | $231.76 |
| Q3 2023 | +39,621 | Add 166.43% | 63,427 | $200.17 |
| Q4 2023 | -24,046 | Reduce 37.91% | 39,381 | $253.69 |
| Q1 2024 | +22,126 | Add 56.18% | 61,507 | $216.70 |
| Q2 2024 | +307,530 | Add 499.99% | 369,037 | $196.12 |
| Q3 2024 | -160,116 | Reduce 43.39% | 208,921 | $239.83 |
| Q4 2024 | +116,443 | Add 55.74% | 325,364 | $203.80 |
| Q1 2025 | +269,725 | Add 82.90% | 595,089 | $220.01 |
| Q2 2025 | -26,318 | Reduce 4.42% | 568,771 | $231.19 |
| Q3 2025 | -195,599 | Reduce 34.39% | 373,172 | $193.35 |
Cliff Asness's SBA Communications Corporation Investment FAQs
Cliff Asness first purchased SBA Communications Corporation (SBAC) in Q3 2017, acquiring 6,442 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held SBA Communications Corporation (SBAC) for 33 quarters since Q3 2017.
Cliff Asness's largest addition to SBA Communications Corporation (SBAC) was in Q2 2024, adding 369,037 shares worth $72.38 M.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 373,172 shares of SBA Communications Corporation (SBAC), valued at approximately $72.15 M.
As of the Q3 2025 filing, SBA Communications Corporation (SBAC) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in SBA Communications Corporation (SBAC) was 595,089 shares, as reported at the end of Q1 2025.