Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
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
2025   Q4 0 0.00 Sell 100.00% 0.21 $185.13–207.29 · VW $193.40i SEC
2025   Q3 7,594 0.21 Add 4.96% <0.01 $186.81–243.16 · VW $209.03i $1,468,300 SEC
2025   Q2 7,235 0.25 Reduce 25.85% 0.08 $201.42–245.16 · VW $230.98i $1,699,067 SEC
2025   Q1 9,757 0.32 Reduce 0.32% <0.01 $192.55–227.96 · VW $211.23i $2,146,638 SEC
2024   Q4 9,788 0.29 Add 0.69% <0.01 $197.16–252.64 · VW $223.33i $1,994,794 SEC
2024   Q3 9,721 0.33 Add 14.45% 0.04 $187.06–247.45 · VW $223.10i $2,339,845 SEC
2024   Q2 8,494 0.25 Add 8.62% 0.02 $183.64–218.72 · VW $196.40i $1,667,372 SEC
2024   Q1 7,820 0.25 Add 15.14% 0.03 $196.91–255.90 · VW $219.37i $1,694,594 SEC
2023   Q4 6,792 0.28 Add 5.48% 0.01 $185.23–258.76 · VW $225.52i $1,723,062 SEC
2023   Q3 6,439 0.23 Add 18.34% 0.04 $192.88–245.74 · VW $220.47i $1,288,895 SEC
2023   Q2 5,441 0.22 Add 1.08% <0.01 $215.11–267.42 · VW $237.76i $1,261,006 SEC
2023   Q1 5,383 0.25 Add 0.92% <0.01 $239.14–312.34 · VW $272.46i $1,405,340 SEC
2022   Q4 5,334 0.27 Add 5.73% 0.01 $236.20–309.41 · VW $279.79i $1,495,174 SEC
2022   Q3 5,045 0.29 Reduce 1.71% <0.01 $280.92–356.59 · VW $321.08i $1,436,000 SEC
2022   Q2 5,133 0.31 Reduce 0.68% <0.01 $286.68–379.99 · VW $334.86i $1,643,000 SEC
2022   Q1 5,168 0.29 Add 4.11% 0.01 $286.41–389.02 · VW $328.77i $1,778,000 SEC
2021   Q4 4,964 0.29 Reduce 28.70% 0.10 $322.68–391.15 · VW $354.98i $1,931,000 SEC
2021   Q3 6,962 0.35 Add 0.43% <0.01 $316.36–369.56 · VW $343.56i $2,301,000 SEC
2021   Q2 6,932 0.32 Reduce 0.35% <0.01 $274.60–323.98 · VW $300.29i $2,209,000 SEC
2021   Q1 6,956 0.30 Add 1.81% <0.01 $232.88–285.19 · VW $264.76i $1,931,000 SEC
2020   Q4 6,832 0.32 Add 17.57% 0.05 $272.01–322.57 · VW $290.91i $1,928,000 SEC
2020   Q3 5,811 0.34 Add 0.22% <0.01 $288.97–328.37 · VW $309.39i $1,851,000 SEC
2020   Q2 5,798 0.33 Add 0.47% <0.01 $252.16–323.02 · VW $296.39i $1,727,000 SEC
2020   Q1 5,771 0.34 Add 0.35% <0.01 $205.20–309.85 · VW $261.54i $1,558,000 SEC
2019   Q4 5,751 0.24 Add 10.41% 0.02 $225.00–250.85 · VW $237.87i $1,386,000 SEC
2019   Q3 5,209 0.14 Reduce 0.57% <0.01 $221.10–270.42 · VW $247.95i $1,256,000 SEC
2019   Q2 5,239 0.12 Reduce 8.70% 0.01 $193.91–236.56 · VW $212.24i $1,178,000 SEC
2019   Q1 5,738 0.12 Add 2.70% <0.01 $158.07–200.04 · VW $183.40i $1,146,000 SEC
2018   Q4 5,587 0.11 Add 0.63% <0.01 $146.13–174.19 · VW $163.32i $904,000 SEC
2018   Q3 5,552 0.09 Add 1.15% <0.01 $153.26–167.41 · VW $158.83i $892,000 SEC
2018   Q2 5,489 0.10 Add 6.33% <0.01 $151.24–173.85 · VW $161.42i $906,000 SEC
2018   Q1 5,162 0.09 Reduce 17.83% 0.02 $151.43–177.67 · VW $165.59i $882,000 SEC
2017   Q4 6,282 0.10 Add 24.72% 0.02 $142.31–173.97 · VW $160.19i $1,026,000 SEC
2017   Q3 5,037 0.07 Reduce 14.07% 0.01 $133.27–154.71 · VW $145.23i $726,000 SEC
2017   Q2 5,862 0.08 Reduce 3.43% <0.01 $118.59–140.38 · VW $131.81i $791,000 SEC
2017   Q1 6,070 0.08 Buy 0.08 $102.06–120.51 · VW $113.05i $731,000 SEC
Price snapshot:
Current price$187.10
52-week low$161.43
52-week high$237.56