John Gunn - Dodge & Cox
Holding/activity history for SBA Communications Corp. (SBAC)
← All SBAC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 12,080,284 | 1.14 | Add 0.70% | <0.01 | $162.41–206.38 · VW $186.90i | $2,079,137,679 | SEC |
| 2025 Q4 | 11,996,134 | 1.25 | Add 24.09% | 0.24 | $185.13–207.29 · VW $193.40i | $2,320,412,200 | SEC |
| 2025 Q3 | 9,667,297 | 1.01 | Add 12.30% | 0.11 | $186.81–243.16 · VW $209.03i | $1,869,171,875 | SEC |
| 2025 Q2 | 8,608,494 | 1.14 | Add 1.45% | 0.02 | $201.42–245.16 · VW $230.98i | $2,021,618,731 | SEC |
| 2025 Q1 | 8,485,264 | 1.06 | Add 15.50% | 0.14 | $192.55–227.96 · VW $211.23i | $1,866,842,933 | SEC |
| 2024 Q4 | 7,346,255 | 0.87 | Add 352.49% | 0.68 | $197.16–252.64 · VW $223.33i | $1,497,166,769 | SEC |
| 2024 Q3 | 1,623,515 | 0.22 | Buy | 0.22 | $187.06–247.45 · VW $223.10i | $390,780,061 | SEC |
Price snapshot:
Current price$187.10
Avg. buy price$207.47
+/- since buy-9.82%
52-week low$161.43
52-week high$237.56