Joel Greenblatt's SBAC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 37,061 shares of SBA Communications Corporation (SBAC) worth $6.38 M, representing 0.02% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SBAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 30,547 shares. Largest reduction occurred in Q3 2025, reducing 17,505 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's SBA Communications Corporation (SBAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SBA Communications Corporation (SBAC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +30,547 | Add 468.94% | 37,061 | $172.11 |
| Q4 2025 | +2,244 | Add 52.55% | 6,514 | $193.43 |
| Q3 2025 | -17,505 | Reduce 80.39% | 4,270 | $193.35 |
| Q2 2025 | +6,165 | Add 39.49% | 21,775 | $234.84 |
| Q1 2025 | +831 | Add 5.62% | 15,610 | $220.01 |
| Q4 2024 | -2,547 | Reduce 14.70% | 14,779 | $203.80 |
| Q3 2024 | +1,450 | Add 9.13% | 17,326 | $240.70 |
| Q2 2024 | +3,953 | Add 33.15% | 15,876 | $196.30 |
| Q1 2024 | -6,470 | Reduce 35.18% | 11,923 | $216.70 |
| Q4 2023 | -7,266 | Reduce 28.32% | 18,393 | $253.69 |
| Q3 2023 | +17,790 | Add 226.08% | 25,659 | $200.17 |
| Q2 2023 | +1,896 | Add 31.74% | 7,869 | $231.76 |
| Q1 2023 | -3,104 | Reduce 34.20% | 5,973 | $261.07 |
| Q4 2022 | +2,523 | Add 38.50% | 9,077 | $280.31 |
| Q3 2022 | +429 | Add 7.00% | 6,554 | $284.71 |
| Q2 2022 | +874 | Add 16.64% | 6,125 | $320.00 |
| Q1 2022 | +1,390 | Add 36.00% | 5,251 | $344.12 |
| Q4 2021 | +923 | Add 31.42% | 3,861 | $389.02 |
| Q3 2021 | +533 | Add 22.16% | 2,938 | $330.50 |
| Q2 2021 | -998 | Reduce 29.33% | 2,405 | $318.50 |
| Q1 2021 | -565 | Reduce 14.24% | 3,403 | $277.70 |
| Q4 2020 | +188 | Add 4.97% | 3,968 | $282.01 |
| Q3 2020 | -840 | Reduce 18.18% | 3,780 | $318.52 |
| Q2 2020 | +4,620 | New Buy | 4,620 | $297.84 |
| Q1 2020 | -930 | Sold Out | 0 | $0.00 |
| Q4 2019 | -446 | Reduce 32.41% | 930 | $240.86 |
| Q3 2019 | +1,376 | New Buy | 1,376 | $241.28 |
Joel Greenblatt's SBA Communications Corporation Investment FAQs
Joel Greenblatt first purchased SBA Communications Corporation (SBAC) in Q3 2019, acquiring 1,376 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held SBA Communications Corporation (SBAC) for 27 quarters since Q3 2019.
Joel Greenblatt's largest addition to SBA Communications Corporation (SBAC) was in Q1 2026, adding 37,061 shares worth $6.38 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 37,061 shares of SBA Communications Corporation (SBAC), valued at approximately $6.38 M.
As of the Q1 2026 filing, SBA Communications Corporation (SBAC) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in SBA Communications Corporation (SBAC) was 37,061 shares, as reported at the end of Q1 2026.