Dark Forest Capital Management’s SBA Communications SBAC Stock Holding History

Dark Forest Capital Management’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 Q1	–	Sell	-7,121	Closed	-$1.38M	–	1099
2025 Q4	$1.38M	Buy	7,121 +5,779	+431%	+$1.12M	0.06%	536
2025 Q3	$259K	Sell	1,342 -31,497	-96%	-$6.82M	0.01%	1053
2025 Q2	$7.71M	Buy	32,839 +19,474	+146%	+$4.46M	0.31%	37
2025 Q1	$2.94M	Buy	+13,365	New	+$2.8M	0.13%	226
2024 Q4	–	Sell	-1,018	Closed	-$245K	–	1251
2024 Q3	$245K	Buy	+1,018	New	+$226K	0.03%	762
2023 Q3	–	Sell	-974	Closed	-$226K	–	1289
2023 Q2	$226K	Buy	+974	New	+$233K	0.02%	906
2023 Q1	–	Sell	-44	Closed	-$12.3K	–	1450
2022 Q4	$12.3K	Buy	44 +32	+267%	+$8.91K	﹤0.01%	696
2022 Q3	$3K	Buy	+12	New	+$3.89K	﹤0.01%	983

Other funds holding SBAC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dark Forest Capital Management's SBAC Position: Q1 2026 in Review

Dark Forest Capital Management sold out of SBA Communications (SBAC) in Q1 2026, closing a stake of 7,121 shares — an estimated $1.38M sold.

Dark Forest Capital Management first reported a position in SBAC in Q3 2022 and held it in 8 quarters. The position peaked at $7.71M in Q2 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Dark Forest Capital Management reported no remaining SBA Communications position as of Q1 2026 after selling out during the quarter.
Dark Forest Capital Management sold 7,121 SBA Communications shares in Q1 2026, an estimated $1.38M.
Dark Forest Capital Management first reported a position in SBA Communications in Q3 2022 and held it in 8 quarters.
Dark Forest Capital Management's SBA Communications position peaked at $7.71M in Q2 2025.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.