Guru Ownership Trend
Guru Analysis for SBA Communications Corporation (SBAC)
SBA Communications Corporation (SBAC), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $362.45 M.
Top institutional holders include Diamond Hill Capital and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $80.83 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 168.5%. Conversely, Ray Dalio reduced exposure by 56.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for SBA Communications Corporation (SBAC)
Major holders include Diamond Hill Capital ($228.37 M), Cliff Asness ($72.35 M), Paul Tudor Jones ($18.34 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.96 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $80.83 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SBAC. The total reported sell value was $134.46 M.
Yes, 1 managers opened new positions in SBAC, and 2 increased their existing holdings. The total reported buy value was $53.64 M.
