Position in SBAC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,079,137,679
-$241,274,520 QoQ
Shares Held
12,080,284
+0.7% QoQ
Ownership
11.4%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94.53398612151832.ToString("F0")%
Shared 0.ToString("F0")%
None 5.4660138784816645.ToString("F0")%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Dodge & Cox holds $2,676,276,105 across 2 REIT - Specialty names. SBAC ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
This page
|
12,080,284 | $2,079,137,679 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
13,458,157 | $597,138,426 |
All Filings in SBAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,079,137,679 | 12,080,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,320,412,199 | 11,996,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,869,171,874 | 9,667,297 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,021,618,730 | 8,608,494 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,866,842,932 | 8,485,264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,497,166,769 | 7,346,255 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $390,780,060 | 1,623,515 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||