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 Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $447.8 M.
Top institutional holders include Diamond Hill Capital and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $67.44 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Joel Greenblatt reduced exposure by 80.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.70% | Add 24.6% | 1,855,329 | $358.73 M | Q3 2025 | |
| 0.05% | Reduce -34.4% | 373,172 | $72.15 M | Q3 2025 | |
| 0.04% | New Buy | 119,420 | $23.09 M | Q3 2025 | |
| 0.03% | New Buy | 84,688 | $16.37 M | Q3 2025 | |
| 0.00% | Reduce -80.4% | 4,270 | $825,605 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for SBA Communications Corporation (SBAC)
Major holders include Diamond Hill Capital ($358.73 M), Cliff Asness ($72.15 M), Paul Tudor Jones ($23.09 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.44 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $67.44 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SBAC. The total reported sell value was $42.89 M.
Yes, 2 managers opened new positions in SBAC, and 1 increased their existing holdings. The total reported buy value was $110.33 M.