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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $496.47 M.
Top institutional holders include Diamond Hill Capital and Paul Tudor Jones.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.98 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 468.9%. Conversely, Cliff Asness reduced exposure by 57.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for SBA Communications Corporation (SBAC)
Major holders include Diamond Hill Capital ($332.94 M), Paul Tudor Jones ($27.55 M), Cliff Asness ($26.1 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.42 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $17.98 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited SBAC. The total reported sell value was $55.53 M.
Yes, 4 managers opened new positions in SBAC, and 1 increased their existing holdings. The total reported buy value was $37.55 M.
