RUSH ISLAND MANAGEMENT, LP

Position in SBAC — Sba Communications Corp

CIK 1736465 NEW YORK, NY

Position in SBAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$80,516,933

-$87,873,769 QoQ

Shares Held

456,290

-53.4% QoQ

Ownership

0.430%

of shares outstanding

% of Portfolio

5.34%

of 13F equity value

Holder Rank

#42

of 679 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

RUSH ISLAND MANAGEMENT, LP holds $224,424,200 across 3 REIT - Specialty names. SBAC ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBAC	Sba Communications Corp This page	456,290	$80,516,933
2	BXDC	Blackstone Digital Infrastructure Trust Inc.	3,587,500	$77,597,625
3	AMT	American Tower Corp /Ma/	405,390	$66,309,642

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,516,933	456,290	-53.4%	Shares	Sole	2026-08-14
2026-03-31	$168,390,702	978,390	-16.9%	Shares	Sole	2026-05-15
2025-12-31	$227,782,200	1,177,595	+24.8%	Shares	Sole	2026-02-17
2025-09-30	$182,430,172	943,523	+161.6%	Shares	Sole	2025-11-14
2025-06-30	$84,697,629	360,661	-34.2%	Shares	Sole	2025-08-14
2025-03-31	$120,561,739	547,983	+175.4%	Shares	Sole	2025-05-15
2024-09-30	$47,901,466	199,009	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.