SBA Communications Corp. (SBAC)
| Sector: | Technology |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 206 |
| % of all portfolios: | 0.007% |
| Hold Price * : | $240.71 |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | Torray Funds | Add 14.45% | 1,227 | 0.04 | |
| ≡ | First Eagle Investment Management | Add 1.15% | 10 | 0.00 | |
| ≡ | Dodge & Cox | Buy | 998,413 | 0.21 | |
| ≡ | Chuck Akre - Akre Capital Management | Sell 100.00% | 500,000 | 0.86 | |
| Q2 2024 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Add 176.81% | 319,371 | 0.55 | |
| ≡ | Torray Funds | Add 8.62% | 674 | 0.02 | |
| ≡ | First Eagle Investment Management | Add 1.76% | 15 | 0.00 | |
| Q1 2024 | |||||
| ≡ | Torray Funds | Add 15.14% | 1,028 | 0.03 | |
| ≡ | First Eagle Investment Management | Add 0.83% | 7 | 0.00 | |
| Q4 2023 | |||||
| ≡ | Torray Funds | Add 5.48% | 353 | 0.01 | |
| ≡ | First Eagle Investment Management | Add 0.48% | 4 | 0.00 | |
| ≡ | Chuck Akre - Akre Capital Management | Buy | 180,629 | 0.39 | |
| Q3 2023 | |||||
| ≡ | Torray Funds | Add 18.34% | 998 | 0.04 | |
| ≡ | First Eagle Investment Management | Add 4.47% | 36 | 0.00 | |
| Q2 2023 | |||||
| ≡ | First Eagle Investment Management | Add 20.30% | 136 | 0.00 | |
| ≡ | Torray Funds | Add 1.08% | 58 | 0.00 | |
| Q1 2023 | |||||
| ≡ | Torray Funds | Add 0.92% | 49 | 0.00 | |
| ≡ | First Eagle Investment Management | Reduce 9.70% | 72 | 0.00 | |
| Q4 2022 | |||||
| ≡ | First Eagle Investment Management | Add 26.19% | 154 | 0.00 | |
| ≡ | Torray Funds | Add 5.73% | 289 | 0.01 | |
| Q3 2022 | |||||
| ≡ | First Eagle Investment Management | Add 1.55% | 9 | 0.00 | |
| ≡ | Torray Funds | Reduce 1.71% | 88 | 0.01 | |
| Q2 2022 | |||||
| ≡ | First Eagle Investment Management | Add 0.35% | 2 | 0.00 | |
| ≡ | Torray Funds | Reduce 0.68% | 35 | 0.00 | |
| Q1 2022 | |||||
| ≡ | First Eagle Investment Management | Add 60.28% | 217 | 0.00 | |
| ≡ | Torray Funds | Add 4.11% | 204 | 0.01 | |
| ≡ | Chuck Akre - Akre Capital Management | Sell 100.00% | 1,547,180 | 3.49 | |
| Q4 2021 | |||||
| ≡ | First Eagle Investment Management | Buy | 360 | 0.00 | |
| ≡ | Chuck Akre - Akre Capital Management | Reduce 19.84% | 383,010 | 0.86 | |
| ≡ | Torray Funds | Reduce 28.70% | 1,998 | 0.12 | |
| Q3 2021 | |||||
| ≡ | Torray Funds | Add 0.43% | 30 | 0.00 | |
| Q2 2021 | |||||
| ≡ | Torray Funds | Reduce 0.35% | 24 | 0.00 | |
| ≡ | Chuck Akre - Akre Capital Management | Reduce 15.53% | 354,936 | 0.70 | |
| Q1 2021 | |||||
| ≡ | Torray Funds | Add 1.81% | 124 | 0.01 | |
| ≡ | Chuck Akre - Akre Capital Management | Reduce 7.30% | 179,874 | 0.34 | |
| Q4 2020 | |||||
| ≡ | Torray Funds | Add 17.57% | 1,021 | 0.05 | |
| Q3 2020 | |||||
| ≡ | Torray Funds | Add 0.22% | 13 | 0.00 | |
| Q2 2020 | |||||
| ≡ | Torray Funds | Add 0.47% | 27 | 0.00 | |
| Q1 2020 | |||||
| ≡ | Torray Funds | Add 0.35% | 20 | 0.00 | |
| Q4 2019 | |||||
| ≡ | Torray Funds | Add 10.41% | 542 | 0.02 | |
| Q3 2019 | |||||
| ≡ | Torray Funds | Reduce 0.57% | 30 | 0.00 | |
| Q2 2019 | |||||
| ≡ | Torray Funds | Reduce 8.70% | 499 | 0.01 | |
| Q1 2019 | |||||
| ≡ | Torray Funds | Add 2.70% | 151 | 0.00 | |
| ≡ | Triple Frond Partners | Sell 100.00% | 557,690 | 11.04 | |
| Q4 2018 | |||||
| ≡ | Torray Funds | Add 0.63% | 35 | 0.00 | |
| ≡ | Triple Frond Partners | Reduce 17.34% | 116,986 | 2.32 | |
| Q3 2018 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 3,508,194 | 3.06 | |
| Q2 2018 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Add 3.63% | 123,042 | 0.11 | |
| Q1 2018 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 3,385,152 | 2.93 | |
| Q4 2017 | |||||
| ≡ | Triple Frond Partners | Reduce 18.19% | 150,000 | 2.77 | |
| Q2 2017 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 615,339 | 0.95 | |
| Q1 2017 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 615,339 | 0.95 | |
| Q4 2016 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Add 32.17% | 600,000 | 1.15 | |
| Q1 2016 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Add 3.61% | 65,000 | 0.14 | |
| Q4 2015 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Add 33.33% | 450,000 | 1.07 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 2,801,753 | 1.31 | |
| Q3 2015 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Add 12.50% | 150,000 | 0.37 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 38.88% | 1,782,586 | 0.83 | |
| Q2 2015 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 29.04% | 1,876,339 | 0.96 | |
| Q1 2015 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 11.42% | 832,524 | 0.42 | |
| Q4 2014 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 15.89% | 1,377,536 | 0.65 | |
| Q3 2014 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 0.34% | 30,000 | 0.01 | |
| Q2 2014 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Add 22.75% | 222,400 | 0.66 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 2.72% | 243,106 | 0.10 | |
| Q1 2014 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Add 63.91% | 3,487,296 | 1.43 | |
| ≡ | Chuck Akre - Akre Capital Management | Buy | 977,600 | 2.85 | |
| Q4 2013 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 5,456,548 | 2.27 | |
| Q2 2008 | |||||
| ≡ | David Tepper - Appaloosa Management | Sell 100.00% | 197,000 | 0.36 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.