Hudson Bay Capital Management
SBAC icon

Hudson Bay Capital Management’s SBA Communications SBAC Stock Holding History

Hudson Bay 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 		$5.23M Buy
+30,415
New +$5.7M 0.02% 493
2025
Q4 		– Sell
-64,124
Closed -$12.4M – 1489
2025
Q3 		$12.4M Buy
+64,124
New +$13.9M 0.04% 312
2024
Q4 		– Sell
-85,317
Closed -$20.5M – 1089
2024
Q3 		$20.5M Buy
85,317
+75,145
+739% +$16.7M 0.08% 171
2024
Q2 		$2M Buy
+10,172
New +$2.01M 0.01% 528
2024
Q1 		– Sell
-85,000
Closed -$21.6M – 865
2023
Q4 		$21.6M Buy
+85,000
New +$19.1M 0.14% 94
2023
Q3 		– Sell
-30,000
Closed -$6.95M – 941
2023
Q2 		$6.95M Buy
30,000
+12,808
+74% +$3.06M 0.05% 239
2023
Q1 		$4.49M Buy
+17,192
New +$4.73M 0.04% 338
2018
Q2 		– Sell
-2,000
Closed -$342K – 952
2018
Q1 		$342K Buy
+2,000
New +$331K 0.01% 699
2017
Q2 		– Sell
-27,190
Closed -$3.27M – 755
2017
Q1 		$3.27M Buy
27,190
+1,772
+7% +$196K 0.04% 352
2016
Q4 		$2.63M Buy
+25,418
New +$2.68M 0.05% 294
2016
Q3 		– Sell
-37,600
Closed -$4.06M – 503
2016
Q2 		$4.06M Hold
37,600
– – 0.13% 122
2016
Q1 		$3.77M Buy
37,600
+12,138
+48% +$1.16M 0.18% 75
2015
Q4 		$2.67M Buy
+25,462
New +$2.75M 0.15% 100

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

Hudson Bay Capital Management's SBAC Position: Q1 2026 in Review

Hudson Bay Capital Management opened a new position in SBA Communications (SBAC) in Q1 2026: 30,415 shares worth $5.23M. The stake represents 0.02% of the portfolio and ranks #493 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in SBAC as recently as Q3 2025.

Hudson Bay Capital Management first reported a position in SBAC in Q4 2015 and has held it in 13 quarters since. The position peaked at $21.6M in Q4 2023. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Hudson Bay Capital Management held 30,415 shares of SBA Communications worth $5.23M as of Q1 2026.
  • SBA Communications was a new Hudson Bay Capital Management position in Q1 2026.
  • SBA Communications made up 0.02% of Hudson Bay Capital Management's portfolio in Q1 2026, its #493 holding.
  • Hudson Bay Capital Management first reported a position in SBA Communications in Q4 2015 and has held it in 13 quarters since.
  • Hudson Bay Capital Management's SBA Communications position peaked at $21.6M in Q4 2023.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.