Hudson Bay Capital Management LP
Position in SBAC — Sba Communications Corp
CIK 1393825
STAMFORD, CT
Position in SBAC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,234,725
-$7,163,650 QoQ
Shares Held
30,415
-52.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 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 Mar 31, 2026Hudson Bay Capital Management LP holds $54,576,422 across 7 REIT - Specialty names. SBAC ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
190,884 | $19,496,891 | |
| 2 | AMT |
American Tower Corp /Ma/
|
70,420 | $12,153,083 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
201,544 | $8,942,507 | |
| 4 | SBAC |
Sba Communications Corp
This page
|
30,415 | $5,234,725 | |
| 5 | UNIT |
Uniti Group Inc.
|
438,380 | $4,112,004 | |
| 6 | FRMI |
Fermi Inc.
|
400,010 | $2,336,058 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
86,836 | $2,301,154 |
All Filings in SBAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||