Position in SBAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$153,995,227
-$8,532,029 QoQ
Shares Held
872,692
-7.6% QoQ
Ownership
0.823%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#27
of 674 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Derivatives in SBAC
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$5,800,500
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $3,886,818,259 across 18 REIT - Specialty names. SBAC ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,039,239 | $1,083,292,337 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,958,386 | $811,043,194 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,958,965 | $710,950,931 | |
| 4 | IRM |
Iron Mountain Inc
|
2,822,732 | $356,539,277 | |
| 5 | CCI |
Crown Castle Inc.
|
2,824,403 | $213,892,037 | |
| 6 | SBAC |
Sba Communications Corp
This page
|
872,692 | $153,995,227 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,835,551 | $126,267,085 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
638,408 | $99,578,878 |
All Filings in SBAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,995,227 | 872,692 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $162,527,256 | 944,322 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $5,800,500 | 30,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $197,983,824 | 1,023,966 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $209,031,081 | 890,100 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $131,018,330 | 642,877 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $132,992,525 | 552,524 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $101,798,429 | 518,586 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $203,443,376 | 938,825 | Shares | Defined | 2024-05-15 | |
| 2022-03-31 | $250,685,106 | 728,524 | Shares | Defined | 2022-05-16 | |
| 2021-06-30 | $206,328,927 | 647,408 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $207,493,325 | 747,589 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $275,557,215 | 976,703 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $405,426,630 | 1,273,005 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $334,463,460 | 1,122,662 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $246,640,001 | 913,583 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||