Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
SBAC —
SBA COMMUNICATIONS CORP NEW
CUSIP: 78410G104 · Held by 2 superinvestors · Combined value: $2,400,473,457
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 1.2% | $2,320,412,200 | 11,996,134 | ADD | +2,328,837 |
| 2 | Ken Griffin | 0.0% | $80,061,257 | 413,903 | ADD | +263,117 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +2,328,837 | +24.1% |
| Ken Griffin | ADD | +263,117 | +174.5% |
| Torray LLC | SOLD | -7,594 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +1,058,803 | +12.3% |
| Torray LLC | ADD | +359 | +5.0% |
| Ken Griffin | REDUCE | -416,820 | -73.4% |
Who Owns SBAC? Superinvestor Holdings
SBA COMMUNICATIONS CORP NEW is held by 2 tracked superinvestors, with a combined position value of $2.4 billion . The largest positions are held by Dodge & Cox (1.2% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions.