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 Q2	$12.4M	Buy	70,500 +40,085	+132%	+$8.26M	0.03%	315
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 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 $3.38T AUM 44.17% 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

Hudson Bay Capital Management's SBAC Position: Q2 2026 in Review

Hudson Bay Capital Management increased its SBA Communications (SBAC) stake by 132% in Q2 2026, buying an estimated $8.26M and bringing the position to 70,500 shares worth $12.4M. The position accounts for 0.03% of the portfolio, ranked #315.

Hudson Bay Capital Management first reported a position in SBAC in Q4 2015 and has held it in 14 quarters since. The position peaked at $21.6M in Q4 2023. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Hudson Bay Capital Management held 70,500 shares of SBA Communications worth $12.4M as of Q2 2026.
Hudson Bay Capital Management bought 40,085 SBA Communications shares in Q2 2026, an estimated $8.26M.
SBA Communications made up 0.03% of Hudson Bay Capital Management's portfolio in Q2 2026, its #315 holding.
Hudson Bay Capital Management first reported a position in SBA Communications in Q4 2015 and has held it in 14 quarters since.
Hudson Bay Capital Management's SBA Communications position peaked at $21.6M in Q4 2023.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.