Capital Fund Management (CFM)
SBAC icon

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
2024
Q1 		– Sell
-39,700
Closed -$10.1M – 2236
2023
Q4 		$10.1M Sell
39,700
-16,700
-30% -$3.75M 0.03% 782
2023
Q3 		$11.3M Buy
56,400
+43,800
+348% +$9.75M 0.04% 561
2023
Q2 		$2.92M Buy
+12,600
New +$3.01M 0.01% 1064
2020
Q1 		– Sell
-2,300
Closed -$554K – 1968
2019
Q4 		$554K Buy
2,300
+1,000
+77% +$237K ﹤0.01% 1344
2019
Q3 		$313K Sell
1,300
-4,000
-75% -$990K ﹤0.01% 1414
2019
Q2 		$1.19M Buy
5,300
+2,500
+89% +$528K 0.01% 964
2019
Q1 		$559K Buy
+2,800
New +$508K 0.01% 1208
2018
Q2 		– Sell
-6,400
Closed -$1.09M – 2245
2018
Q1 		$1.09M Sell
6,400
-69,900
-92% -$11.6M 0.01% 1208
2017
Q4 		$12.5M Buy
76,300
+55,800
+272% +$8.86M 0.07% 345
2017
Q3 		$2.95M Buy
20,500
+13,200
+181% +$1.88M 0.02% 672
2017
Q2 		$985K Buy
+7,300
New +$949K 0.01% 915
2017
Q1 		– Sell
-3,800
Closed -$392K – 1779
2016
Q4 		$392K Buy
+3,800
New +$400K ﹤0.01% 1349
2016
Q2 		– Sell
-2,100
Closed -$210K – 1749
2016
Q1 		$210K Buy
+2,100
New +$201K ﹤0.01% 1421
2014
Q4 		– Sell
-6,400
Closed -$710K – 1777
2014
Q3 		$710K Sell
6,400
-10,100
-61% -$1.09M 0.01% 1040
2014
Q2 		$1.69M Sell
16,500
-1,000
-6% -$96K 0.02% 784
2014
Q1 		$1.59M Buy
17,500
+8,500
+94% +$788K 0.02% 769
2013
Q4 		$809K Buy
+9,000
New +$773K 0.01% 1067
2013
Q3 		– Sell
-6,400
Closed -$474K – 1862
2013
Q2 		$474K Buy
+6,400
New +$488K 0.01% 1014

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.