Hudson Bay Capital Management LP
Position in SBAC — Sba Communications Corp
CIK 1393825
STAMFORD, CT
Position in SBAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,440,430
+$7,205,705 QoQ
Shares Held
70,500
+131.8% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#115
of 680 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Hudson Bay Capital Management LP holds $88,185,474 across 9 REIT - Specialty names. SBAC ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
241,081 | $43,293,325 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
398,368 | $17,739,327 | |
| 3 | SBAC |
Sba Communications Corp
This page
|
70,500 | $12,440,430 | |
| 4 | UNIT |
Uniti Group Inc.
|
738,779 | $8,473,795 | |
| 5 | OUT |
OUTFRONT Media Inc.
|
99,637 | $3,264,108 | |
| 6 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
62,290 | $1,347,332 | |
| 7 | CCI |
Crown Castle Inc.
|
10,729 | $812,507 | |
| 8 | AMT |
American Tower Corp /Ma/
|
3,140 | $513,609 |
All Filings in SBAC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,440,430 | 70,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,234,725 | 30,415 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $12,398,375 | 64,124 | Shares | Sole | 2025-12-15 | |
| 2024-09-30 | $20,535,801 | 85,317 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,996,763 | 10,172 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $21,563,650 | 85,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $6,952,800 | 30,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,488,315 | 17,192 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||