SBAC (SBA Communications Corp.) is held by 2 tracked superinvestors with an aggregate position value of $2.08B based on the most recent SEC 13F filings. Top institutional holders include: Dodge & Cox, Ray Dalio.

How much SBAC do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $2.08B in SBAC positions worth 12,094,936 shares.

What is the largest holder of SBAC?

The largest tracked holder of SBAC is Dodge & Cox (Dodge & Cox) with 12,080,284 shares worth $2.08B, representing 1.14% of their portfolio.

← Top Holdings

SBACSBA Communications Corp.

CUSIP: 78410G104

Guru Owners

$2.08B

Total Value Held

12.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	12080284	$2.08B	1.14%	$172.11	Q1 2026
Ray Dalio	Bridgewater Associates	14652	$2.5M	0.01%	$172.11	Q1 2026

Dodge & Cox

$2.08B

1.14%

Ray Dalio

$2.5M

0.01%

📊 Fundamentals

Market Cap$19.4B

P/E Ratio19.0x

Near market avg

Forward P/E22.6x

EPS (TTM)$9.63

Revenue (TTM)$2.9B

Profit Margin35.66%

Div Yield2.73%

Beta1.00

52-Week Range

$162.41

$243.16

Current: $183.23

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.0x trailing earnings → 22.6x forward · 35.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $2.08B

INCREASEDDodge & Cox$2.08B

NEWRay Dalio$2.5M

Q4 '251 owners · $2.32B

REDUCEDDodge & Cox$2.32B

SOLDTorray LLC

Q3 '252 owners · $1.87B

INCREASEDDodge & Cox$1.87B

INCREASEDTorray LLC$1.5M

Q2 '252 owners · $2.02B

INCREASEDDodge & Cox$2.02B

REDUCEDTorray LLC$1.7M

Q1 '252 owners · $1.87B

INCREASEDDodge & Cox$1.87B

REDUCEDTorray LLC$2.1M

Q4 '242 owners · $1.50B

INCREASEDDodge & Cox$1.50B

NEWTorray LLC$2.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 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

5.0%current: -10.6%

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 2 superinvestors · 18 congress member trades

SELLGil CisnerosD

$1,001 - $15,0002026-01-09

SELLGil CisnerosD

$1,001 - $15,0002025-12-19

BUYGil CisnerosD

$1,001 - $15,0002025-11-12

BUYRo KhannaD

$1,001 - $15,0002025-11-03

BUYRo KhannaD

$1,001 - $15,0002025-10-27

BUYRo KhannaD

$1,001 - $15,0002025-10-07

SELLRo KhannaD

$1,001 - $15,0002025-08-26

SELLRo KhannaD

$1,001 - $15,0002025-07-01

BUYRo KhannaD

$1,001 - $15,0002025-05-19

SELLJefferson ShreveR

$50,001 - $100,0002025-05-12

SELLRo KhannaD

$15,001 - $50,0002025-04-17

SELLRo KhannaD

$1,001 - $15,0002025-04-17

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

BUYRob BresnahanR

$1,001 - $15,0002025-03-11

BUYRo KhannaD

$1,001 - $15,0002025-02-07

BUYJulie JohnsonD

$1,001 - $15,0002025-01-15

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

SELLRo KhannaD

$1,001 - $15,0002024-11-15