Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s SBA Communications SBAC Stock Holding History

Capital Fund Management (CFM)’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,100
Closed -$4.62M – 2277
2023
Q3 		$4.62M Buy
23,100
+2,700
+13% +$601K 0.02% 976
2023
Q2 		$4.73M Buy
+20,400
New +$4.88M 0.02% 871
2020
Q1 		– Sell
-1,900
Closed -$458K – 1967
2019
Q4 		$458K Buy
1,900
+200
+12% +$47.4K ﹤0.01% 1431
2019
Q3 		$410K Sell
1,700
-2,700
-61% -$668K ﹤0.01% 1322
2019
Q2 		$989K Sell
4,400
-6,600
-60% -$1.39M 0.01% 1021
2019
Q1 		$2.2M Buy
+11,000
New +$1.99M 0.02% 771
2018
Q2 		– Sell
-3,100
Closed -$530K – 2244
2018
Q1 		$530K Sell
3,100
-29,900
-91% -$4.96M ﹤0.01% 1445
2017
Q4 		$5.39M Buy
33,000
+19,200
+139% +$3.05M 0.03% 652
2017
Q3 		$1.99M Buy
13,800
+2,900
+27% +$413K 0.01% 772
2017
Q2 		$1.47M Buy
+10,900
New +$1.42M 0.01% 802
2017
Q1 		– Sell
-13,700
Closed -$1.42M – 1778
2016
Q4 		$1.42M Buy
+13,700
New +$1.44M 0.01% 887
2015
Q1 		– Sell
-4,600
Closed -$509K – 1683
2014
Q4 		$509K Sell
4,600
-19,400
-81% -$2.18M 0.01% 1125
2014
Q3 		$2.66M Sell
24,000
-17,100
-42% -$1.85M 0.03% 590
2014
Q2 		$4.21M Buy
41,100
+4,900
+14% +$470K 0.04% 474
2014
Q1 		$3.29M Buy
36,200
+28,000
+341% +$2.6M 0.04% 494
2013
Q4 		$737K Buy
+8,200
New +$704K 0.01% 1103
2013
Q3 		– Sell
-8,500
Closed -$630K – 1861
2013
Q2 		$630K Buy
+8,500
New +$648K 0.01% 933

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Capital Fund Management (CFM)'s SBAC Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its SBA Communications (SBAC) stake by 77% in Q1 2026, buying an estimated $4.17M and bringing the position to 51,341 shares worth $8.84M. The position accounts for 0.04% of the portfolio, ranked #604.

Capital Fund Management (CFM) first reported a position in SBAC in Q2 2015 and has held it in 33 quarters since. The position peaked at $32.4M in Q2 2024. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Capital Fund Management (CFM) held 51,341 shares of SBA Communications worth $8.84M as of Q1 2026.
  • Capital Fund Management (CFM) bought 22,267 SBA Communications shares in Q1 2026, an estimated $4.17M.
  • SBA Communications made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #604 holding.
  • Capital Fund Management (CFM) first reported a position in SBA Communications in Q2 2015 and has held it in 33 quarters since.
  • Capital Fund Management (CFM)'s SBA Communications position peaked at $32.4M in Q2 2024.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.