← Top Holdings
SBACSBA Communications Corp.
CUSIP: 78410G104
1
Guru Owners
$2.32B
Total Value Held
12.0M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 11996134 | $2.32B | 1.25% | $193.43 | Q4 2025 |
📊 Fundamentals
Market Cap$23.0B
P/E Ratio22.1x
Near market avg
Forward P/E27.2x
P/FCF25.0x
EPS (TTM)$9.81
Revenue (TTM)$2.8B
Profit Margin37.43%
Div Yield2.27%
Beta0.88
52-Week Range
$162.41
$245.16
Current: $216.69
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 22.1x trailing earnings → 27.2x forward · 37.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $2.32B
Q3 '251 owners · $1.87B
Q2 '251 owners · $2.02B
Q1 '251 owners · $1.87B
Q4 '241 owners · $1.50B
Q3 '241 owners · $390.8M
SOLDChuck Akre
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
3%analyst est. 2.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
32.6%current: 32.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
SBAC: Held by 1 superinvestors · 18 congress member trades
$1,001 - $15,0002026-01-09
$1,001 - $15,0002025-12-19
$1,001 - $15,0002025-11-12
$1,001 - $15,0002025-11-03
$1,001 - $15,0002025-10-27
$1,001 - $15,0002025-10-07
$1,001 - $15,0002025-08-26
$1,001 - $15,0002025-07-01
$1,001 - $15,0002025-05-19
$50,001 - $100,0002025-05-12
$15,001 - $50,0002025-04-17
$1,001 - $15,0002025-04-17
$1,001 - $15,0002025-04-01
$1,001 - $15,0002025-03-11
$1,001 - $15,0002025-02-07
$1,001 - $15,0002025-01-15
$1,001 - $15,0002025-01-13
$1,001 - $15,0002024-11-15