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David Shaw’s SBA Communications SBAC Stock Holding History

David Shaw’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 		$1.66M Hold
9,400
– – ﹤0.01% 3359
2026
Q1 		$1.62M Buy
+9,400
New +$1.76M ﹤0.01% 3081
2024
Q1 		– Sell
-1,300
Closed -$330K – 4682
2023
Q4 		$330K Hold
1,300
– – ﹤0.01% 3705
2023
Q3 		$260K Sell
1,300
-15,500
-92% -$3.45M ﹤0.01% 3671
2023
Q2 		$3.89M Buy
+16,800
New +$4.02M ﹤0.01% 2061
2020
Q4 		– Sell
-10,000
Closed -$3.19M – 4134
2020
Q3 		$3.19M Sell
10,000
-42,600
-81% -$13M ﹤0.01% 2025
2020
Q2 		$15.7M Sell
52,600
-1,900
-3% -$561K 0.02% 906
2020
Q1 		$14.7M Buy
54,500
+32,700
+150% +$8.63M 0.02% 788
2019
Q4 		$5.25M Sell
21,800
-46,900
-68% -$11.1M 0.01% 1691
2019
Q3 		$16.6M Buy
68,700
+21,800
+46% +$5.39M 0.02% 863
2019
Q2 		$10.5M Buy
46,900
+17,300
+58% +$3.65M 0.01% 1103
2019
Q1 		$5.91M Buy
+29,600
New +$5.37M 0.01% 1438
2018
Q2 		– Sell
-17,200
Closed -$2.94M – 3865
2018
Q1 		$2.94M Sell
17,200
-8,900
-34% -$1.48M ﹤0.01% 1762
2017
Q4 		$4.26M Buy
26,100
+17,200
+193% +$2.73M 0.01% 1605
2017
Q3 		$1.28M Buy
+8,900
New +$1.27M ﹤0.01% 2335
2015
Q3 		– Sell
-10,000
Closed -$1.15M – 3875
2015
Q2 		$1.15M Hold
10,000
– – ﹤0.01% 2596
2015
Q1 		$1.17M Hold
10,000
– – ﹤0.01% 2442
2014
Q4 		$1.11M Sell
10,000
-21,000
-68% -$2.36M ﹤0.01% 2755
2014
Q3 		$3.44M Sell
31,000
-11,500
-27% -$1.24M ﹤0.01% 1815
2014
Q2 		$4.35M Hold
42,500
– – 0.01% 1727
2014
Q1 		$3.87M Sell
42,500
-7,700
-15% -$714K 0.01% 1779
2013
Q4 		$4.51M Buy
50,200
+2,700
+6% +$232K 0.01% 1767
2013
Q3 		$3.82M Buy
47,500
+24,100
+103% +$1.83M 0.01% 1845
2013
Q2 		$1.73M Buy
+23,400
New +$1.78M ﹤0.01% 2266

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

David Shaw's SBAC Position: Q2 2026 in Review

David Shaw reduced its SBA Communications (SBAC) stake by 92% in Q2 2026, selling an estimated $3.73M and leaving 1,487 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #4461.

David Shaw first reported a position in SBAC in Q2 2013 and has held it in 49 quarters since. The position peaked at $277M in Q1 2021. 676 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • David Shaw held 1,487 shares of SBA Communications worth $262K as of Q2 2026.
  • David Shaw sold 18,111 SBA Communications shares in Q2 2026, an estimated $3.73M.
  • SBA Communications made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4461 holding.
  • David Shaw first reported a position in SBA Communications in Q2 2013 and has held it in 49 quarters since.
  • David Shaw's SBA Communications position peaked at $277M in Q1 2021.
  • 676 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.