Christopher Davis’s SBA Communications SBAC Stock Holding History

Christopher Davis’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
2026 Q2	$7.18M	Buy	+40,700	New	+$8.39M	0.03%	91
2015 Q1	–	Sell	-26,114	Closed	-$2.89M	–	195
2014 Q4	$2.89M	Sell	26,114 -37,095	-59%	-$4.17M	0.01%	171
2014 Q3	$7.01M	Buy	63,209 +2	+0%	+$216	0.02%	147
2014 Q2	$6.47M	Buy	63,207 +14,092	+29%	+$1.35M	0.02%	150
2014 Q1	$4.47M	Buy	49,115 +1,513	+3%	+$140K	0.01%	150
2013 Q4	$4.28M	Sell	47,602 -33,551	-41%	-$2.88M	0.01%	161
2013 Q3	$6.53M	Sell	81,153 -84,503	-51%	-$6.41M	0.02%	141
2013 Q2	$12.3M	Buy	+165,656	New	+$12.6M	0.03%	120

Other funds holding SBAC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Christopher Davis's SBAC Position: Q2 2026 in Review

Christopher Davis opened a new position in SBA Communications (SBAC) in Q2 2026: 40,700 shares worth $7.18M. The stake represents 0.03% of the portfolio and ranks #91 among its holdings. This is a return to the name: Christopher Davis previously reported a position in SBAC as recently as Q4 2014.

Christopher Davis first reported a position in SBAC in Q2 2013 and has held it in 8 quarters since. The position peaked at $12.3M in Q2 2013. 676 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Christopher Davis held 40,700 shares of SBA Communications worth $7.18M as of Q2 2026.
SBA Communications was a new Christopher Davis position in Q2 2026.
SBA Communications made up 0.03% of Christopher Davis's portfolio in Q2 2026, its #91 holding.
Christopher Davis first reported a position in SBA Communications in Q2 2013 and has held it in 8 quarters since.
Christopher Davis's SBA Communications position peaked at $12.3M in Q2 2013.
676 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.