Balyasny Asset Management’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $274K | Sell |
1,590
-317,878
| -100% | -$59.6M | ﹤0.01% | 2598 |
|
|
2025
Q4 | $61.8M | Sell |
319,468
-119,714
| -27% | -$23.1M | 0.08% | 290 |
|
|
2025
Q3 | $84.9M | Buy |
439,182
+255,424
| +139% | +$55.3M | 0.11% | 210 |
|
|
2025
Q2 | $43.2M | Sell |
183,758
-11,395
| -6% | -$2.61M | 0.07% | 384 |
|
|
2025
Q1 | $42.9M | Buy |
+195,153
| New | +$40.9M | 0.07% | 346 |
|
|
2024
Q4 | – | Sell |
-450,282
| Closed | -$108M | – | 3199 |
|
|
2024
Q3 | $108M | Buy |
450,282
+309,242
| +219% | +$68.5M | 0.18% | 110 |
|
|
2024
Q2 | $27.7M | Buy |
+141,040
| New | +$27.9M | 0.05% | 490 |
|
|
2024
Q1 | – | Sell |
-1,268
| Closed | -$322K | – | 3064 |
|
|
2023
Q4 | $322K | Buy |
1,268
+3
| +0.2% | +$674 | ﹤0.01% | 2129 |
|
|
2023
Q3 | $253K | Sell |
1,265
-124,450
| -99% | -$27.7M | ﹤0.01% | 1969 |
|
|
2023
Q2 | $29.1M | Sell |
125,715
-794
| -0.6% | -$190K | 0.06% | 407 |
|
|
2023
Q1 | $33M | Sell |
126,509
-235,369
| -65% | -$64.8M | 0.08% | 341 |
|
|
2022
Q4 | $101M | Buy |
361,878
+340,655
| +1,605% | +$94.8M | 0.28% | 71 |
|
|
2022
Q3 | $6.04M | Buy |
+21,223
| New | +$6.89M | 0.02% | 907 |
|
|
2022
Q1 | – | Sell |
-111,111
| Closed | -$43.2M | – | 2799 |
|
|
2021
Q4 | $43.2M | Buy |
111,111
+48,736
| +78% | +$17.1M | 0.15% | 167 |
|
|
2021
Q3 | $20.6M | Sell |
62,375
-38,043
| -38% | -$13.2M | 0.09% | 337 |
|
|
2021
Q2 | $32M | Buy |
100,418
+44,927
| +81% | +$13.5M | 0.15% | 170 |
|
|
2021
Q1 | $15.4M | Buy |
+55,491
| New | +$14.7M | 0.08% | 359 |
|
|
2020
Q3 | – | Sell |
-62,255
| Closed | -$18.5M | – | 1551 |
|
|
2020
Q2 | $18.5M | Sell |
62,255
-4,399
| -7% | -$1.3M | 0.16% | 188 |
|
|
2020
Q1 | $18M | Buy |
+66,654
| New | +$17.6M | 0.21% | 138 |
|
|
2019
Q1 | – | Sell |
-3,051
| Closed | -$494K | – | 1622 |
|
|
2018
Q4 | $494K | Sell |
3,051
-205,037
| -99% | -$33.4M | ﹤0.01% | 1103 |
|
|
2018
Q3 | $33.4M | Buy |
+208,088
| New | +$33.2M | 0.15% | 184 |
|
|
2018
Q1 | – | Sell |
-104,947
| Closed | -$17.1M | – | 2267 |
|
|
2017
Q4 | $17.1M | Buy |
+104,947
| New | +$16.7M | 0.05% | 457 |
|
|
2017
Q3 | – | Sell |
-2,300
| Closed | -$310K | – | 2071 |
|
|
2017
Q2 | $310K | Sell |
2,300
-28,578
| -93% | -$3.71M | ﹤0.01% | 1301 |
|
|
2017
Q1 | $3.72M | Buy |
30,878
+20,878
| +209% | +$2.31M | 0.02% | 769 |
|
|
2016
Q4 | $1.03M | Buy |
+10,000
| New | +$1.05M | 0.01% | 1016 |
|
|
2015
Q4 | – | Sell |
-3,980
| Closed | -$417K | – | 1424 |
|
|
2015
Q3 | $417K | Buy |
+3,980
| New | +$464K | ﹤0.01% | 844 |
|
|
2015
Q2 | – | Sell |
-2,640
| Closed | -$309K | – | 1300 |
|
|
2015
Q1 | $309K | Buy |
+2,640
| New | +$312K | ﹤0.01% | 779 |
|
|
2014
Q2 | – | Sell |
-7,381
| Closed | -$671K | – | 757 |
|
|
2014
Q1 | $671K | Sell |
7,381
-106,120
| -93% | -$9.84M | 0.01% | 532 |
|
|
2013
Q4 | $10.2M | Buy |
113,501
+4,501
| +4% | +$387K | 0.13% | 197 |
|
|
2013
Q3 | $8.77M | Sell |
109,000
-116,000
| -52% | -$8.79M | 0.12% | 237 |
|
|
2013
Q2 | $16.7M | Buy |
+225,000
| New | +$17.1M | 0.28% | 85 |
|
Other funds holding SBAC
VPM
VCM
Balyasny Asset Management's SBAC Position: Q1 2026 in Review
Balyasny Asset Management reduced its SBA Communications (SBAC) stake by 100% in Q1 2026, selling an estimated $59.6M and leaving 1,590 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.
Balyasny Asset Management first reported a position in SBAC in Q2 2013 and has held it in 31 quarters since. The position peaked at $108M in Q3 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.
- Balyasny Asset Management held 1,590 shares of SBA Communications worth $274K as of Q1 2026.
- Balyasny Asset Management sold 317,878 SBA Communications shares in Q1 2026, an estimated $59.6M.
- SBA Communications made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2598 holding.
- Balyasny Asset Management first reported a position in SBA Communications in Q2 2013 and has held it in 31 quarters since.
- Balyasny Asset Management's SBA Communications position peaked at $108M in Q3 2024.
- 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.