Diamond Hill Capital Management
SBAC icon

Diamond Hill Capital Management’s SBA Communications SBAC Stock Holding History

Diamond Hill 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
Q2 		$228M Sell
1,294,155
-640,316
-33% -$132M 1.83% 13
2026
Q1 		$333M Sell
1,934,471
-100,449
-5% -$18.8M 2.08% 14
2025
Q4 		$394M Buy
2,034,920
+179,591
+10% +$34.7M 2.02% 13
2025
Q3 		$359M Buy
1,855,329
+366,491
+25% +$79.4M 1.7% 23
2025
Q2 		$350M Sell
1,488,838
-507,935
-25% -$116M 1.61% 25
2025
Q1 		$439M Buy
1,996,773
+135,682
+7% +$28.4M 2.01% 16
2024
Q4 		$379M Buy
1,861,091
+142,054
+8% +$32M 1.67% 21
2024
Q3 		$414M Sell
1,719,037
-254,830
-13% -$56.5M 1.67% 22
2024
Q2 		$387M Buy
1,973,867
+233,179
+13% +$46.1M 1.66% 23
2024
Q1 		$377M Buy
1,740,688
+570,731
+49% +$127M 1.54% 25
2023
Q4 		$297M Buy
1,169,957
+177,410
+18% +$39.8M 1.3% 34
2023
Q3 		$199M Buy
992,547
+226,113
+30% +$50.3M 0.96% 44
2023
Q2 		$178M Buy
766,434
+189,017
+33% +$45.2M 0.8% 52
2023
Q1 		$151M Sell
577,417
-14,689
-2% -$4.04M 0.71% 53
2022
Q4 		$166M Buy
592,106
+2,869
+0.5% +$798K 0.75% 52
2022
Q3 		$168M Sell
589,237
-13,457
-2% -$4.37M 0.8% 51
2022
Q2 		$193M Sell
602,694
-79,187
-12% -$26.7M 0.84% 53
2022
Q1 		$235M Buy
681,881
+239,531
+54% +$77.7M 0.87% 52
2021
Q4 		$172M Sell
442,350
-43,770
-9% -$15.4M 0.62% 57
2021
Q3 		$161M Buy
486,120
+1,454
+0.3% +$503K 0.61% 56
2021
Q2 		$154M Buy
484,666
+40,576
+9% +$12.2M 0.59% 61
2021
Q1 		$123M Buy
+444,090
New +$118M 0.5% 62

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

Diamond Hill Capital Management's SBAC Position: Q2 2026 in Review

Diamond Hill Capital Management reduced its SBA Communications (SBAC) stake by 33% in Q2 2026, selling an estimated $132M and leaving 1,294,155 shares worth $228M. The position accounts for 1.83% of the portfolio, ranked #13.

Diamond Hill Capital Management first reported a position in SBAC in Q1 2021 and has held it in 22 quarters since. The position peaked at $439M in Q1 2025. 681 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Diamond Hill Capital Management held 1,294,155 shares of SBA Communications worth $228M as of Q2 2026.
  • Diamond Hill Capital Management sold 640,316 SBA Communications shares in Q2 2026, an estimated $132M.
  • SBA Communications made up 1.83% of Diamond Hill Capital Management's portfolio in Q2 2026, its #13 holding.
  • Diamond Hill Capital Management first reported a position in SBA Communications in Q1 2021 and has held it in 22 quarters since.
  • Diamond Hill Capital Management's SBA Communications position peaked at $439M in Q1 2025.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Diamond Hill Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.