Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  SBA Communications Corp. (SBAC)
← All SBAC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 37,061 0.02 Add 468.94% 0.02 $162.41–206.38 · VW $186.90i $6,378,569 SEC
2025   Q4 6,514 <0.01 Add 52.55% <0.01 $185.13–207.29 · VW $193.40i $1,260,003 SEC
2025   Q3 4,270 <0.01 Reduce 80.39% 0.02 $186.81–243.16 · VW $209.03i $825,605 SEC
2025   Q2 21,775 0.03 Add 39.49% <0.01 $201.42–245.16 · VW $230.98i $5,113,641 SEC
2025   Q1 15,610 0.03 Add 5.62% <0.01 $192.55–227.96 · VW $211.23i $3,434,356 SEC
2024   Q4 14,779 0.03 Reduce 14.70% <0.01 $197.16–252.64 · VW $223.33i $3,011,960 SEC
2024   Q3 17,326 0.04 Add 9.13% <0.01 $187.06–247.45 · VW $223.10i $4,170,368 SEC
2024   Q2 15,876 0.04 Add 33.15% 0.01 $183.64–218.72 · VW $196.40i $3,116,459 SEC
2024   Q1 11,923 0.04 Reduce 35.18% 0.03 $196.91–255.90 · VW $219.37i $2,583,714 SEC
2023   Q4 18,393 0.09 Reduce 28.32% 0.03 $185.23–258.76 · VW $225.52i $4,666,120 SEC
2023   Q3 25,659 0.11 Add 226.08% 0.07 $192.88–245.74 · VW $220.47i $5,136,162 SEC
2023   Q2 7,869 0.04 Add 31.74% <0.01 $215.11–267.42 · VW $237.76i $1,823,719 SEC
2023   Q1 5,973 0.04 Reduce 34.20% 0.02 $239.14–312.34 · VW $272.46i $1,559,371 SEC
2022   Q4 9,077 0.07 Add 38.50% 0.02 $236.20–309.41 · VW $279.79i $2,544,374 SEC
2022   Q3 6,554 0.06 Add 7.00% <0.01 $280.92–356.59 · VW $321.08i $1,866,000 SEC
2022   Q2 6,125 0.06 Add 16.64% <0.01 $286.68–379.99 · VW $334.86i $1,960,000 SEC
2022   Q1 5,251 0.06 Add 36.00% 0.01 $286.41–389.02 · VW $328.77i $1,807,000 SEC
2021   Q4 3,861 0.05 Add 31.42% 0.01 $322.68–391.15 · VW $354.98i $1,502,000 SEC
2021   Q3 2,938 0.04 Add 22.16% <0.01 $316.36–369.56 · VW $343.56i $971,000 SEC
2021   Q2 2,405 0.03 Reduce 29.33% 0.01 $274.60–323.98 · VW $300.29i $766,000 SEC
2021   Q1 3,403 0.04 Reduce 14.24% <0.01 $232.88–285.19 · VW $264.76i $945,000 SEC
2020   Q4 3,968 0.04 Add 4.97% <0.01 $272.01–322.57 · VW $290.91i $1,119,000 SEC
2020   Q3 3,780 0.04 Reduce 18.18% <0.01 $288.97–328.37 · VW $309.39i $1,204,000 SEC
2020   Q2 4,620 0.04 Buy 0.04 $252.16–323.02 · VW $296.39i $1,376,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $205.20–309.85 · VW $261.54i SEC
2019   Q4 930 <0.01 Reduce 32.41% <0.01 $225.00–250.85 · VW $237.87i $224,000 SEC
2019   Q3 1,376 <0.01 Buy <0.01 $221.10–270.42 · VW $247.95i $332,000 SEC
Price snapshot:
Current price$187.10
Avg. buy price$179.58
+/- since buy4.19%
52-week low$161.43
52-week high$237.56