Hudson Bay Capital Management
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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
2018
Q2 		– Sell
-10,200
Closed -$1.74M – 953
2018
Q1 		$1.74M Buy
+10,200
New +$1.69M 0.04% 478

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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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

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.